DriveWealth / US Institutional Custody
Global Benchmark
Up to16.2%p.a.
LRS Compliant USD Asset
Min. Investment₹ 1,000
Tenure36 Months
⚡ 42 AMCs · Multi-Asset Alpha · Quantitative Drawdown Defense
Invest Directly in the World’s Leading Global Tech Giants
Diversify beyond India. Own fractional shares of Apple, Microsoft, NVIDIA, Amazon, Alphabet, and global thematic ETFs under the RBI Liberalised Remittance Scheme (LRS) with institutional security.
RBI LRS PermittedUp to $250,000 Annual Quota
Fractional InvestingOwn Shares from Just $1
US Dollar HedgeProtection Against Rupee Depreciation
SIPC InsuredAccount Protection up to $500,000
Allocation Frontier
The 4-Quadrant Wealth Architecture
We position every mandate along an empirical risk-reward frontier to ensure your portfolio balances capital preservation with compounding speed.
⚡ CORE FOUNDATION · 60% MANDATE
Bluechip Capital Foundation
Consistent cash-flow generative market leaders with low beta (<0.85), resilient dividend yields, and long-term EPS compounding to anchor multi-year wealth creation.
Horizon: 3–5 Years • Risk: Conservative-Moderate • Target Alpha: +250 bps
14.8%5-Year Rolling Benchmark CAGR
Multi-Factor Alpha
Momentum, Quality & Low-Beta Tilts
Active quantitative factor tilts selecting top-decile return-on-capital companies to systematically outperform standard indices.
Horizon: 5+ YearsRisk: Moderate-Aggressive
Alternatives & MLD
Uncorrelated Structural Returns
Market Linked Debentures, Cat-II/III AIFs, and private credit providing equity-like upside with contractual capital downside defense.
Horizon: 3–7 YearsRisk: Calibrated Structural
Global & Pre-IPO
Disruptive Tech & Offshore USD Assets
Direct US mega-caps, GIFT City dollar-denominated assets, and late-stage pre-IPO private equity placements.
Horizon: 5–10 YearsRisk: High Conviction
Strategic Advantage
Why Invest in US Equities with MFeasy?
Access world-class technological innovation, geographic risk-mitigation, and long-term US Dollar asset accumulation.
01
Empirical Rolling Alpha
We evaluate consistency across 3, 5, and 10-year rolling return distributions rather than misleading point-to-point marketing trailing returns.
✓ Sharpe Ratio > 1.25 Consistency02
Systematic Drawdown Defense
We prioritize capital preservation during market drawdowns through dynamic rebalancing and disciplined asset allocation triggers.
✓ Dynamic Cash Allocation Triggers03
Zero Distribution Bias
100% research-driven selection without distributor commissions skewing fund recommendations, backed by transparent reporting.
✓ 0% Commission Surcharge MarkupsInvestor Profiles
Who Should Consider US Equity Investing?
Essential for tech-forward investors, families with overseas education goals, and high-net-worth global allocators.
RETAIL & AFFLUENT INVESTORS
Systematic Wealth Builders & SIP Mandates
Engineered for professionals building generational wealth through disciplined rupee-cost averaging and automated goal mapping.
- Automated Step-Up SIP Mandates (10–15% annual increments)
- Quarterly Portfolio Health & Downside Drawdown Reviews
- Automated Capital Gains Tax-Loss Harvesting
HNIs & FAMILY OFFICES
Private Wealth & Multi-Asset Mandates
Tailored for high-ticket capital requiring bespoke Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and unlisted placements.
- Direct Chief Investment Strategist Dealing Desk Access
- Exclusive Pre-IPO & Sovereign Debt Tranche Allocations
- Private Family Trust & Estate Succession Ring-Fencing
The MFeasy Standard
How MFeasy Makes US Investing Effortless
Streamlined RBI LRS remittance, zero account opening fees, and automated US tax reporting.
Evaluation Metric
Traditional Discount Portals
MFeasy Private Wealth Desk
Remittance Experience
Manual paper visits to bank branches filling complicated 8-page A2 foreign exchange forms.
Integrated digital net-banking LRS remittance with leading banks completed in under 10 minutes.
Fee Architecture
High fixed foreign exchange spreads and expensive wire transfer intermediary fees.
Competitive institutional FX rates and minimal wire charges through partnered banking rails.
Tax Filing Support
No assistance with complex Schedule FA and W-8BEN international tax disclosures in India.
Automated annual foreign asset tax statement customized for Indian ITR Schedule FA and Schedule FSI.
Fractional Shares
Restricted to purchasing whole shares, making high-priced stocks unaffordable.
Buy real fractional shares down to 0.0001 units starting from as little as $1.
Empirical Strategies
Active US & Global Stock Market Mandates
Explore verified offerings with indicative yields, institutional terms, and direct digital application portals.
DriveWealth / US Institutional Custody
Global Benchmark
Up to16.2%p.a.
LRS Compliant USD Asset
Min. Investment₹ 1,000
Tenure36 Months
DriveWealth / US Institutional Custody
Global Benchmark
Up to16.2%p.a.
LRS Compliant USD Asset
Min. Investment₹ 1,000
Tenure36 Months
Wealth Intelligence
Calculators & Institutional Research
Analyze rolling return distributions, step-up SIP compounding power, and manager fact sheets.
Compounding Engine⚡ Interactive Model
Step-Up SIP & Compounding Tool
Simulate wealth creation curves with inflation adjustment, annual increment multipliers, and long-term equity compounding.
Research Factsheets📄 Official PDF
AMC Factsheets & Portfolio Disclosures
Monthly portfolio composition, standard deviation, Sharpe ratios, top-10 stock holdings, and sector allocations.
Regulatory Safety🔒 SEBI Verified
AMFI & SEBI Statutory Verification
Verify distributor credentials (ARN-307640), investor charter, and SCORES grievance portal.
Clarity & Governance
Frequently Asked Questions
Clear, straightforward answers regarding process, safety, tax treatment, and liquidity.
What is the RBI Liberalised Remittance Scheme (LRS) limit?
Under the RBI LRS guidelines, resident Indian individuals can legally remit up to $250,000 (approximately ₹2.1 Crores) per financial year for permissible capital account transactions, including investing in overseas shares, ETFs, and property.
How does Tax Collected at Source (TCS) work on foreign remittances?
Under current Indian tax rules, foreign remittances under LRS for overseas investments attract TCS at 20% on amounts exceeding ₹7 Lakhs in a financial year (0% below ₹7 Lakhs). This TCS is not an additional tax; it is an advance tax that you can fully adjust or claim as a refund when filing your annual Indian income tax return.
What is Form W-8BEN?
Form W-8BEN is a US Internal Revenue Service (IRS) tax form that establishes that you are a foreign resident for tax purposes. Under the Indo-US Double Tax Avoidance Agreement (DTAA), submitting this form reduces the withholding tax on US dividends paid to Indian residents from 30% to 25%.
How are capital gains on US shares taxed in India?
US share gains held for more than 24 months are treated as Long Term Capital Gains (LTCG) and taxed at 12.5% in India. Gains held for 24 months or less are treated as Short Term Capital Gains (STCG) and taxed at your personal slab rate. Crucially, the US government does NOT levy any capital gains tax on non-resident foreign investors.
Regulatory Disclosure & Risk Notice: Investing in foreign securities involves currency fluctuation risks, international market volatility, and geopolitical developments. US brokerage accounts are provided in partnership with SEC-registered and FINRA/SIPC member broker-dealers. Remittances are governed by the Reserve Bank of India Liberalised Remittance Scheme (LRS). KS Finoleg Services Pvt Ltd (MFeasy) acts as an authorized technology and distribution facilitator.