ARMEFIN

GLOBAL MARKET INVESTING

THE WHY STATEMENT

CLIENT PROBLEMS

#1

Limited awareness of diverse global investment opportunities and how to access them effectively.

#2

Face uncertainty about the suitability of international products and their associated tax implications.

#3

Lack of in-depth research support and execution capability needed to build and manage a global portfolio.

OUR SOLUTION

HOW DO WE HELP?

Indian residents, family offices, and NRIs often face challenges when investing in global equities, bonds, and alternative assets. Armefin provides solutions that unlock international investment opportunities while ensuring compliance, tax efficiency, and portfolio diversification.

We also facilitate seamless trading in global markets, continuously sourcing opportunities to help clients optimize their portfolios and enhance returns across geographies.
Global Markets Investing

OUR PROCESS

ENGAGEMENT STEPS

UNDERSTAND

STEP 1

Understand your investment goals and public market preferences

We begin by understanding your investment objectives, risk tolerance, and preferences for international stocks, bonds, and ETFs. Through comprehensive discussions, we assess your current public market holdings, sector exposure, and specific requirements for global equity diversification.

Our approach considers your residency status, brokerage constraints, withholding tax implications, and long-term investment horizon. We help define suitable stock exchanges, identify sector themes, establish risk parameters, and create frameworks aligned with your public market investment vision.

EVALUATE

PREPARE

EXECUTE

MANAGE

WHERE ARE YOU?

Individual Investors

We help individuals access international stock exchanges, invest in global blue-chip stocks, and build diversified ETF portfolios aligned with personal goals.
Our team provides equity research, sector analysis, and tax-efficient structures to build globally diversified public market portfolios for long-term wealth creation.

Family Offices

We offer institutional-grade global equity strategies, international bond portfolios, and multi-currency public market exposure for complex family wealth structures.
Armefin delivers sophisticated public market strategies, large-cap equity positions, and coordinated execution across global exchanges for ultra-high net worth families.

Non-Resident Indians

We provide specialised public market investment solutions for NRIs, addressing regulatory compliance for international investing and cross-border tax optimisation.
Our team offers NRI-compliant brokerage solutions, repatriation guidance, and strategic equity allocation across global stock exchanges for optimal returns.

READY TO DISCUSS SPECIFICS?

Get an execution strategy for your requirements.

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