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Video Description
Download Tickertape & start US investment journey: https://ttape.onelink.me/rapp/4xiw95yc
For detailed T&Cs, visit this page - https://www.tickertape.in/meta/terms
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This video is your ultimate guide to investing in US stocks and global markets while navigating the complexities of Indian regulations. If you are planning a large investment, you need to watch this before March ends—it could literally save you ₹1,66,000 in taxes.
In this episode, I break down my personal 5-year journey in the US market, where I've grown my portfolio to 50% international exposure with massive returns on stocks like Meta. We go beyond the basics to discuss the "hidden" hurdles like the 40% US Estate Tax and the ever-changing RBI remittance limits. Whether you are a beginner looking to buy your first fractional share or a seasoned investor moving lakhs, this video explains the "How," "Where," and "How much" of global investing.
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📁 Resources & Downloads
Download Form 12BAA: https://www.caalley.com/itforms/103520000000107551.pdf
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Chapters:-
0:00 How I built my US portfolio & my Losses
1:26 Indian Mutual Funds/ ETFs and FOFs that invest overseas
2:27 Gift City Mutual Funds launched by Indian AMCs
5:04 Buying US stocks and Global ETFs through US broker
7:24 US Estate Tax : Upto 40%
11:30 Brokerage, Withdrawal Charges & 20% TCS
13:54 PRO TIP 1 - Avoid Double Income Tax
15:26 PRO TIP 2 - March-end strategy
15:44 Fund Transfer & Forex Charges
17:44 How to search US Stocks/ETFs
20:42 Is Tickertape Safe?
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Video Credits:-
Presented by: Money Minded Mandeep
Shot by : Ujjwal Goklani
Edit & Motion Graphics by : Rohan Agarwal, Tanmay Deegwal
Gear We Use: https://link.lla.in/gear
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🎯 What You Will Learn in This Video
The TCS Math: How the 20% Tax Collected at Source works and why investing before the financial year-end is crucial.
Gift City Explained: Why Gujarat’s International Finance Tec-City is becoming the hub for Indian global investors.
Estate Tax Avoidance: How to use Ireland-domiciled (UCITS) ETFs to avoid the 40% US inheritance tax.
Investment Security: Understanding SIPC insurance and how your money is protected up to $500,000.
Research Mastery: How to use Tickertape to compare US stocks like Meta and Google using ratios, forecasts, and financial statements.
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