Investing in the US markets from India | Tax Season Special

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Thinking of investing in US stocks and international markets from India?
This video is your complete guide to global investing for Indians.

In today's video we cover -

✅ Comparison among brokers (Vested, INDmoney, Interactive Brokers, India INX GA, Schwab, E-Trade)
✅ Different instruments to invest globally – Mutual Funds, ETFs, Direct Stocks, UCITs, F&O
✅ RBI’s $7 Billion cap on foreign mutual fund investments
✅ Taxation: Dividends, DTAA, capital gains rules for Indians
✅ Schedule FA (Foreign Assets) across A1, A2, A3
✅ Estate tax in the US and how to avoid it using UCITS ETFs
✅ Research tools for US stocks and ETFs

This is a deep dive for serious investors who want to diversify globally while staying compliant with Indian laws and taxation.

📌 Chapters

0:00 Intro and Chapters
2:37 Getting Started & Choosing the broker
8:37 My Recommendation on broker
9:25 The Financialist
10:23 Options to invest after RBI cap
11:46 DSP Global Equity
12:15 ETFs & UCITs
12:58 Direct Stocks
13:12 Initial Investment
14:27 Research Process
15:44 Taxation
16:23 Dividend Taxes & DTAA
17:44 Capital Gain Taxes
18:22 TCS: Tax Collected At Source
19:26 Schedule FA and Declaration of Assets
20:57 Criminal Offense
22:10 A3 in Schedule FA
32:24 A1 & A2 in Schedule FA
38:40 Which broker makes taxation easy
42:05 Schwab, E-trade
42:49 Accumulating ETFs and UCITs
44:04 Miscellaneous and Estate tax
46:04 Futures and options in US markets


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This video is for educational purposes only and is not financial advice. Please consult a SEBI-registered financial advisor or tax consultant before making investment decisions.