In the previous note, we covered why India only portfolio carries a hidden risk. Summarizing the points we had covered:
1
Over-Concentration Risk
Indian investors diversify by asset class, but remain over-concentrated in one country.
2
Missing Global Innovation
Domestic markets lack exposure to global innovation sectors shaping future growth.
3
US Market Scale
The US market is ~10× larger and hosts most global technology and healthcare leaders.
4
Superior Long-Term Returns
Long-term US equity returns have outpaced India, reinforced by USD appreciation.
5
INR Depreciation
INR depreciation steadily erodes global purchasing power of local-only portfolios.
In this note we cover why unlike the common perception, investing in the US is hardly complicated.
Why Investing in the US Is Simpler Than Most Investors Think
You already use these companies
US markets give access to familiar global brands—Apple, Amazon, Microsoft, Google, Visa—that are part of everyday life and earn revenues worldwide.
Fully compliant and RBI-permitted
Overseas investing is legal under India's Liberalised Remittance Scheme (LRS), with clear RBI guidelines followed by regulated platforms.
Strong governance and transparency
US markets operate under some of the world's strictest disclosure, audit, and shareholder protection standards.
Complete control and liquidity
Investments can be bought or redeemed digitally, often with the ability to exit positions instantly during market hours.
Fractional ownership lowers entry barriers
Investors can own fractions of high-quality companies without needing large ticket sizes.
High-quality custody and insurance
Securities are held with regulated custodians and typically covered by investor protection insurance (such as SIPC).
Simple, familiar investment experience
From onboarding to execution and reporting, the process mirrors domestic investing—without operational complexity.
How ShiftAlt Makes the Whole Process Simpler
How ShiftAlt makes the whole process simpler, risk free and returns higher than benchmark indices
The Science & Art of Asset Allocation
People do the asset allocation intuitively without realizing it is science and art both, and the biggest driver of extra ordinary return. As discussed in our meeting our 5-layered approach delivers superior return (above-market return) with minimum drawdown and higher sharpe ratio.
Invest in Seconds
ShiftAltCap makes this simpler, by bringing curated portfolios that you can invest with click of a button.
⏱ 5 Min
Account opening
🖱 1 Click
Invest & withdraw
Portfolio Performance Comparison
ShiftAlt portfolios have consistently outperformed both the S&P 500 and NIFTY 50 across all measured time periods, delivering significantly higher cumulative returns with a disciplined, multi-layered investment approach.
Next Step
You can open a free account and explore our portfolios