Parag Parikh
Global Advisory PMS
Professional Guidance. Global Opportunities.
Strategic investment insight for Resident Indians, HNIs, and Corporates. Construct long-term portfolios with direct global ownership under professional advisory.
Advisory Advantage
Strategic Insight
Get actionable investment opportunities and research-backed guidance.
Portfolio Review
Professional review of your existing DIY investment portfolio.
Offshore Assignment
Assign existing offshore securities under our advisory (No LRS limit on transfer).
Beyond Home Bias
Limiting your investments to India means ignoring the vast majority of the world's economic engine. The US alone dominates nearly half of the global equity market.
- USA (49%): Home to global innovation leaders.
- China + HK (17%): Manufacturing & Tech giants.
- Europe (14%): Luxury & Industrial legacy.
- India (4%): High growth, but small base.
Outside India
Why Choose PMS?
Unlike mutual funds where you hold units, a PMS offers direct ownership of stocks in your own Demat account. It is a sophisticated vehicle for focused wealth creation.
Direct Ownership
Hold Apple, Microsoft, and Nestle Global directly in your name.
Transparency
View every transaction and holding in real-time.
"We only earn when you grow. Contact us for our fee structure."
Valuation Arbitrage
Why pay a premium for the subsidiary when the parent is available at a discount?
P/E Ratio Comparison (Subsidiary vs Parent)
| Company | India P/E | Global P/E | Arbitrage |
|---|---|---|---|
| Nestle | 70x | 18x | High |
| Unilever | 52x | 20x | High |
| Siemens | 48x | 17x | Med |
The USD Advantage
Currency depreciation eats into your global purchasing power. Investing in USD assets acts as a natural hedge. Over the last 20 years, INR has depreciated ~3% annually against the USD.
USD/INR Trend (Illustrative)
The 5 Pillars
Our disciplined stock selection framework
Friendly Mgmt
Respect for shareholders.
Business Focus
Buying businesses, not just stocks.
Cash Flow
High generation.
Margin of Safety
Don't overpay.
Economic Moat
Competitive edge.
Ideal For
Who should opt for the Advisory PMS?
Strategic Insight
Investors seeking actionable investment opportunities and communicating strategic insights.
Portfolio Review
Investors wanting a professional review of their existing Do-It-Yourself (DIY) investment portfolio.
Passive Strategies
Construction of long-term passive strategies tailored to specific financial goals.
Existing Assets
Assign existing offshore securities/funds under our advisory (LRS limit not applicable).
Advisory Facts
Key terms for Resident Individuals
Taxation (Illustrative)
Clear implications for Resident Indians.
Capital Gains (LTCG)
12.5%
Holding Period > 24 Months
Dividend Income
25%
US Withholding Tax (Credit available in India)
Short Term Gains
Slab
Holding Period < 24 Months
The Leadership Team
Guided by experienced professionals
Neil Parag Parikh
Chairman & CEO
MBA from IESE Business School. Associated since 2004.
Rajeev Thakkar
CIO
CA, CFA, CFP. 15+ years experience.
Nirmal Bari
Principal Officer
BE, PGDM. 11+ years in Equity Research.
Akshay Falgunia
Fund Manager
CA. 7+ years in Equity Research.
How to Invest
Simple steps to build your global portfolio
Open Account
Complete KYC with PPFAS IFSC and open your PMS account.
Broking Setup
Account setup with Interactive Brokers LLC (Custodian).
Remit Funds
Transfer funds via LRS to your GIFT City Bank Account.
Advisory Live
Receive expert guidance. Authorize & Execute trades.