International Investing — Advanced Practitioner
Advanced practitioner-grade module on international investing for Indian residents — covering currency hedging frameworks, multi-asset global portfolio construction, and the tax-and-estate complexities of cross-border holdings (Schedule FA, Black Money Act 2015, US estate tax under IRC §2103, RNOR transitions). Designed for sub-broker / IFA / CFP-grade advisors who must structure global allocation for HNIs with cross-border liabilities and succession exposure.
Currency Hedging & Forex Risk Framework
Currency hedging in the international investing context refers to the use of forward contracts, futures, swaps, or natural offsets to neutralise (full...
Portfolio Construction with Global Diversification
Global portfolio construction for Indian residents applies modern portfolio theory and the efficient frontier framework to a multi-asset, multi-geogra...
Tax Loss Harvesting & Estate Planning for Cross-Border Holdings
Cross-border tax and estate planning for Indian residents holding international assets covers the FY24+ Indian tax framework on international mutual f...
Ready to start International Investing — Advanced Practitioner?
Begin with the first topic and work through all 3 topics at your own pace.
