Erase Borders. Capitalize on Global Growth Vectors.
Sophisticated cross-border asset management allowing Indian investors to access global markets and helping international Indians build long-term assets at home.
Diversifying Capital Across Global Markets
True financial resilience requires geographic diversification. Limiting an asset base to a single economy introduces concentration risks linked to local regulatory shifts and currency fluctuations. Verlak’s Global Investments & NRI Services division provides a seamless path to international markets, allowing clients to build balanced, multi-currency portfolios that capture global growth opportunities while managing cross-border compliance effectively.
Core Service Deliverables
Optimized International Portfolios
Utilizing the Liberalised Remittance Scheme (LRS) to invest across international equities, global index funds, and thematic ETFs.
Cross-Border Investment Evaluation
Comprehensive analysis of global venture debt, private equity, and international fund structures.
Specialized NRI Financial Advisory
Helping non-resident Indians navigate FEMA compliance, optimize NRE/NRO accounts, and manage double-taxation treaties (DTAA).
Currency Risk Mitigation
Developing structural hedging strategies to shield globally diversified portfolios from major exchange rate volatility.
Strategic Advantages
- Direct compliance framework mapped to FATCA and RBI regulations.
- Seamless USD remittance structuring for international equities.
- Repatriation audit optimization for NRI capital inflows.
Our international investment strategies are structured in strict alignment with FATCA, FBAR, and RBI guidelines to ensure full compliance across jurisdictions.
Service Specific Queries
What is the annual investment limit for international assets under the LRS?
Under current RBI guidelines, the Liberalised Remittance Scheme (LRS) allows resident individuals to remit up to $250,000 USD per financial year for permitted capital and current account transactions.
How does Verlak assist NRIs with Double Taxation Avoidance Agreements (DTAA)?
We structure your Indian investments to leverage relevant DTAA provisions between India and your country of residence, helping prevent duplicate taxation on investment income and capital gains.
Request a Private Valuation Review
Let our senior partners conduct an independent audit of your current portfolio asset weights and commission structures.