Tag
portfolio
7 posts tagged portfolio
- RSU Management·
September jobs miss: what it means for your RSU advance tax and LRS plan
US added just 29,000 jobs in September vs 84,000 expected. Fed December hike odds collapsed to 18%. What RSU holders should recalculate before December 15 — advance tax estimates, LRS timing, portfolio positioning, and the full macro picture.
- Returning NRIs·
You're back in India with USD savings: how to build your investment portfolio from scratch
Returned to India with US savings? Here's the exact allocation framework: what to bring back, what to keep abroad, which Indian instruments to open first, and how to sequence the decisions.
- US Investing·
FOMC Minutes October 7: what Indian investors should watch for
September FOMC Minutes drop October 7. Here's the three signals that will tell you whether December hike is live — what each scenario means for RSU advance tax, LRS timing, rupee direction, and portfolio positioning.
- US Investing·
How much of your portfolio should be in USD? Currency allocation for Indian investors
How to think about USD vs INR allocation in your portfolio — rupee depreciation history, the case for foreign assets, and sizing your US investment to...
- US Investing·
How much to invest in US stocks as an Indian resident: the asset allocation guide
A practical framework for Indian residents: how much of your portfolio should be in US stocks, adjusted for portfolio size, life stage, existing India...
- US Investing·
Best US ETFs for Indian investors 2026: the complete guide (including estate tax)
8 US ETF picks for Indian residents with the full picture: LTCG tax, 25% dividend withholding, US estate tax exposure, UCITS alternatives, and which...
- US Investing·
Currency risk: how rupee–dollar moves change your US returns
Every US investment is two bets: the stock and the dollar. When currency helps your returns, when it hurts, and how to size US allocation.