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Invest Globally from India
via GIFT City IFSC

IFSCA-regulated funds that invest globally — no foreign broker account, tax handled at fund level, USD-denominated returns. Choose the product tier that fits your corpus.

USD-Denominated IFSCA Regulated Tax at Fund Level No Foreign Broker Needed
Choose Your Route

Three Ways to Invest Globally via GIFT City

Select the product tier that matches your investable corpus and involvement preference.

5 Funds Available

Retail Mutual Funds

Open-ended, daily liquidity. Invest in global indices and active strategies from as low as $500.

Minimum investment $500 – $5,000
Liquidity Daily (open-ended)
Tax filing Handled by fund
Best for First-time global investors
Strategies S&P 500, Nasdaq 100, Global Equity, China, Quality
Explore Mutual Funds →
3 Funds Live

Portfolio Management Services

Discretionary, advisor-managed portfolios. You own the securities directly, managed by a dedicated portfolio manager.

Minimum investment $25,000 – $150,000
Liquidity Moderate (notice period)
Tax filing Investor files own ITR
Best for HNIs, customised mandates
Funds analysed Marcellus GCP
Explore PMS →
4 Funds Live

Category III AIFs

Outbound (residents investing globally, USD 150K+) and inbound (NRIs investing into India, USD 10K for Accredited). Tax at fund level; zero CGT for NRIs on inbound funds.

Outbound minimum $150,000+ (Accredited: $75K)
Inbound minimum $10,000 (Accredited Investor)
Tax filing Fund level — NRIs: zero CGT
Best for Ultra-HNIs, NRIs, family offices
Funds analysed Mirae, ABSL, Baroda BNP, Edelweiss
Explore AIFs →

Not sure which tier fits your situation? Tell us your corpus — we'll tell you honestly.

The Case for Going Global

Why Every Serious Indian Portfolio Needs Global Exposure

India is approximately 3% of the world's stock market. The companies leading the next decade — in semiconductors, AI infrastructure, biotech, and industrial software — are predominantly listed in the US, Europe, and Japan. A purely domestic portfolio is a concentrated bet that India will outperform all of those, every year.

The rupee has depreciated against the dollar at roughly 4–5% per year on average over two decades. For an Indian investor in dollar-denominated assets, that depreciation works in your favour — a 12% USD return translates to closer to 16–17% in INR terms. GIFT City is the cleanest, most compliant route to build global exposure from India.

At Tequity, our view: every HNI portfolio above ₹1 crore should carry 10–15% in global assets. We have studied the entire GIFT City outbound landscape — retail MFs, PMS, and AIFs — and we help you pick the right tier with no product pushing.

~3%
India's share of global market cap
Yet most Indian HNI portfolios are 90–100% domestic
4–5%
Avg. annual INR depreciation vs USD
Tailwind for Indian investors in dollar assets — historical average
272
Funds registered with IFSCA
Active schemes as of June 2025, managed by 177 FMEs
$250K
Annual LRS limit per individual
Within which GIFT City investments are made by residents
Understanding Your Options

Three Routes to Global Investing — Only One Makes Sense Right Now

As an Indian investor, you have three ways to get global exposure. They are not equally good.

Restricted

Domestic International Mutual Funds

SEBI-regulated mutual funds investing abroad — once the most popular route for Indian investors.

  • SEBI overseas investment ceiling imposed early 2022
  • Fresh subscriptions restricted in many funds since
  • Taxed at slab rate — no LTCG benefit at any holding period
  • Cannot access new global strategies being launched
Complex

Direct Overseas Investing via LRS

Open a foreign brokerage account (Vested, Interactive Brokers) and invest directly in US/global stocks under LRS.

  • Full control, widest universe of global assets
  • FBAR/FATCA reporting obligations for US accounts
  • Capital gains filing every transaction — on you
  • Overseas platform KYC, inheritance complications
Recommended

GIFT City IFSC Funds

IFSCA-regulated funds domiciled in India's IFSC that invest globally. The clean, compliant route that launched properly in 2024–25.

  • Indian-regulated — no foreign broker account needed
  • Tax handled at fund level — no complex personal filing
  • USD-denominated, daily or weekly NAV
  • Retail MFs, PMS, and AIF options across corpus sizes
Common Questions

GIFT City Investing — FAQs

Is Gift City investing available to resident Indians or only NRIs?+
Both. Resident Indians can invest under the LRS limit of $250,000 per financial year, remitting in USD from their Indian bank account. NRIs can also invest — and in many cases the remittance is simpler since their funds are already held abroad. KYC requirements differ slightly between the two categories, but both are eligible for all product types.
Does investing in Gift City funds count against my LRS limit?+
For resident Indians, yes — the USD remittance from your Indian bank to the Gift City fund counts toward your $250,000 annual LRS limit. You can invest across multiple Gift City funds, as long as the total does not exceed this cap. NRIs remitting from abroad are generally not subject to the LRS limit on this amount.
What is the minimum investment in Gift City funds?+
It depends on the product. Retail mutual funds start at $500 (Edelweiss Greater China) or $5,000 (PPFAS, DSP). PMS strategies start at $25,000 to $150,000 depending on the manager. Category III AIFs require $150,000 or more. We help you identify which tier makes sense for your investable corpus and overall portfolio.
How is tax handled in Gift City outbound funds?+
It differs by product type. Retail mutual funds handle tax at the fund level — the fund pays capital gains tax and declares a post-tax NAV, so you receive net-of-tax returns with no separate filing. Category III AIFs also handle tax at the fund level, with investors exempt on redemption under Section 10(23FBC). PMS is different — you directly own the securities, so capital gains flow through to you and you file your own ITR. LRS remittances above ₹10 lakh per year attract 20% TCS — this is advance tax adjusted against your ITR. Always work with a CA for your specific situation.
Can I redeem Gift City investments anytime?+
It depends on the product type. Retail mutual funds are open-ended with daily liquidity — you can redeem on any business day, though some have exit loads within the first 25 months. PMS accounts are generally flexible with notice periods. Category III AIFs are close-ended with tenures of 3–5 years and no interim redemptions.
How is Gift City different from domestic international mutual funds?+
Domestic international MFs have had fresh subscription restrictions since early 2022 due to SEBI's overseas investment ceiling. Gift City funds are IFSCA-regulated and not subject to this ceiling. Tax treatment also differs — domestic international funds are currently taxed at slab rate regardless of holding period, while Gift City funds benefit from a 14.95% long-term rate after 2 years at the fund level.
Do I need a foreign brokerage account to invest in Gift City funds?+
No. This is one of Gift City's key operational advantages. You invest in an IFSCA-regulated fund that is Indian in structure — no foreign broker account, no FBAR annual reporting, no overseas platform KYC. Your investment relationship is with an Indian-regulated entity, even though your capital is deployed globally.
What currency are Gift City fund investments in?+
All Gift City outbound funds are USD-denominated. You invest in USD, NAV is declared in USD, and redemptions are in USD. Historically, rupee depreciation of 4–5% annually against the dollar has been an additional return tailwind for Indian investors in dollar assets — but this is a historical average, not a guarantee.
Talk to Tequity

Not Sure Where to Start?
Start Here.

Global investing through GIFT City is genuinely complex. The right product depends on your corpus, liquidity needs, tax position, and existing portfolio. We give you a clear, honest view — no product pushing, no commissions influencing our recommendation.

WhatsApp: +91 97642 89714 invest@tequity.co.in

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