Global Portfolio Advisory

We take pride in helping people from all walks of life achieve the financial independence and freedom.

SERVICES

A Smart way

to Invest

We specialize in building and managing the Equity Portfolios in Indian and Global Markets on a customized basis. Our security selection method employs fundamental, technical, and quantitative analyses in tandem.

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Why Invest Globally?

Obtain better Risk-adjusted Returns in the portfolio that exposes you to one of the greatest companies and stacks

in the world

Portfolio Diversification can be achieved by spreading the investments across different geographical markets and asset classes in different currencies

Mitigate the Currency Risk and avoid INR devaluation against the currencies of developed countries such as USD/EUR/GBP/CAD/AUD etc.

Plan your Children's Foreign Education in advance by investing in dollar-dominated financial products


Global investments come handy when the investor plans for Resettlements and Immigration programs

Diversification also comes by reducing Political and Policy risks which one may face in his home countries

Own a piece of Global Brands in equity form in either wholly or fractionally fashion

Well-planned global investments

can mitigate Tax Liabilities and take advantage of tax treaties with different countries

Product Porfolio

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Exchanged Traded Funds

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Global Stocks

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Thematic Baskets and Stacks

Expose your portfolio to the developed markets of the United States and Europe by using various index-tracking, low expense Exchanged Traded Funds (ETFs) and diversify into multi-assets and multi-grographical products.

Buy and hold your favorite global stocks, on wholly or fractionally basis, and participate in the growth stories of companies such as Amazon, Tesla, Google, Facebook, Netflix, Apple, Salesforce etc.

Invest in the trending theme funds managed by the professionals that ranges from FAANG, cross-assets (S&P500 + Gold), crypto-assets, Clean Energy, ESG, AI/ML etc.

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PE Funds and

VC Funds

Diversify and enhance your portfolio by investing in a startup or unlisted company. Support innovative business and be part of their success stories.

How do we do it?

Access to Global

Market

Design a personalised and optimum equity portfolio build around you, your goals, and your risk profile

Proprietary AI and

Data Management

Manage your systematic and non-systematic risks with sound stock selection and derivative tools

Trusted and Secure

Process

Continual monitoring of your portfolio, with a focus on keeping the account aligned with your financial plan

Client Centric Approach

Fiduciary duty towards you as a SEBI Registered Investment Advisory and Research Analyst

We are a team of SEBI Registered

Investment Advisory (RIA)

& Research Analyst (RA)

GLOBAL PORTFOLIO

Curated Portfolios on Vested Finance

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Few featured blogs

28 Feb 2023

9 Feb 2023

20 Jan 2023

In my previous articles, I primarily utilized the moving average crossover strategy to explain quantitative...

Mean reversion is a popular trading strategy used in the financial market to take advantage of the...

The increase in pollution and health-related problems have pushed the public and the government to raise...

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Few featured videos

Geographical Diversification and different strategies for investing in US Stock Market | Vested Finance


The makers of Vested curated portfolios discuss the strategies employed in the U.S. financial markets and how Indian investors can benefit from such professionally managed portfolios.

How to build an Educational Corpus using Global Investment | Vested Finance


Xumit Capital teams up with Vested Finance to present a webinar on why and how Indian parents can build investment portfolio for their kids' education in the US using global asset classes.

Contact Us

XUMIT CAPITAL PVT. LTD.

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Ahmedabad

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(+91) 99719-96276

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2023 Xumit Capital Private Limited. All Rights Reserved.

Sumit Singh is a SEBI Registered Investment Advisor (INA100010004) and Research Analyst (INH100005996)