Intl Funds Foundation Track

Learn About International Funds

Indian mutual fund schemes that invest in global equities — US tech, Nasdaq 100, China, Japan, emerging markets. Accessed in INR through your existing folio, no LRS friction. Tax treatment was reset in FY24; understanding the new rules is critical before allocating.

Regulator: SEBI / AMFIMin: From ₹500 SIP / ₹5,000 lumpsum Trustner Empanelled

Foundation Track — Available Now

Indian retail and HNI investors seeking US/global diversification through INR-denominated mutual fund route, without LRS paperwork.

Advanced Track — Available Now

Distributors handling cross-border allocation, NRI taxation specialists.

Curriculum

3 modules · 10 sections · 30 MCQs · 39 FAQs

Foundation(1)

Start here. Investor-friendly conceptual grounding.

beginner

International Funds Foundation

International Funds — Indian mutual fund schemes that invest in global equities, bonds, and alternatives — offer diversification beyond the Indian market within an INR-denominated mutual fund wrapper. This foundation track covers the routes available, the FY24 tax framework reset, the SEBI overseas investment ceiling that has shaped product launches, and how to position international allocation in a typical Indian portfolio.

4 12 MCQ35 min

Deep Dive(1)

Mechanics, strategy, taxation — for engaged investors and trainee distributors.

intermediate

International Investing — Deep Dive

A deeper look at international investing for Indian investors — why US markets dominate global equity, how developed and emerging market allocations interact with an India-heavy portfolio, and a practical comparison of the three pathways available in 2026: Indian feeder Funds-of-Funds, LRS-based US brokerages, and GIFT IFSC USD-denominated funds. Built around the FY 2025-26 tax framework and the post-2024 reopening of overseas-investment headroom.

3 9 MCQ40 min

Advanced(1)

Practitioner / certification-grade. Sub-broker, NISM, APMI, IRDAI exam prep.

advanced

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.

3 9 MCQ50 min

Explore Other Learning Tracks

Trustner covers the complete Indian wealth-management product spectrum. Every track is written from a third-person investor-education perspective with regulator-aligned content.

MF SIF PMS AIF GIFT IFSC Insurance