State of the Portfolio: Returns, Allocation and Strategy — Edition 1
Annual portfolio review for FY 2025–26: Three goal-based portfolios, allocation strategy, drift correction and forex cost optimization.
LRS
Blogs
Using Form 12BAA to Reduce Cashflow Drag on International Investments
How salaried Indians investing internationally via LRS can use Form 12BAA to reduce cashflow drag from TCS, optimize compounding, and avoid capital lock-in.
How to Invest in NASDAQ 100 from India (Mutual Funds, ETFs, and IBKR Guide)
Options to invest in the NASDAQ 100 index from India — covering mutual funds, Indian ETFs, and the LRS route via Interactive Brokers — along with a comparison of Indian apps vs IBKR with UCITS ETFs, buying cost, and taxation.
Funding Interactive Brokers from India Using FX Retail
How Indian investors can reduce the hidden forex markup cost when funding Interactive Brokers accounts by using FX Retail instead of the bank’s default remittance rate.