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A Webinar that will transform your investment trajectory - From India to Global

Tap Into the World’s Biggest Market — Without Leaving India

If your portfolio is 100% India, you’re missing 90% of global opportunities. Learn how adding US exposure can unlock growth, protect against currency risk, and give you access to industries India doesn’t yet have.

Key Stats

  • 2.2× value growth: Nasdaq-100 vs Nifty-50 (last 10 years)
  • 50% of global market cap is in the US
  • $55T vs $5.1T — US vs India market cap
  • Access to asset classes unavailable in India: covered-call ETFs, inflation-protected bonds, leveraged/inverse ETFs
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What You’ll Learn

Why US in Your Portfolio

  • How US exposure complements Indian equities to reduce concentration risk
  • When currency appreciation works in your favor
  • Real-life examples of wealth creation from US-listed companies

A Simple, Layered System

  • Core equity, smart-beta, conviction themes, income & hedging layers
  • Modern diversification beyond the old 60/40 split
  • Quarterly rebalancing to manage drawdowns

Tools India Doesn’t Offer Yet

  • $JEPI – Monthly equity income with lower volatility
  • $QYLD – Nasdaq 100 + covered calls for yield
  • $ARKG – Genomics & precision medicine
  • $SCHP – Inflation-protected bonds
  • $SQQQ – 3× inverse Nasdaq ETF for tactical downside hedging
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Who Should Attend

  • HNIs & professionals with India-heavy portfolios wanting global balance
  • Parents planning for children’s US education and wanting USD-based growth
  • Founders or executives with ESOPs looking for currency diversification
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Agenda Highlights

1. Why?

The US growth story, diversification math, and common investor barriers

2. Investing Framework

How to structure a layered portfolio that works in real life

3. Getting Started

ETF building blocks, allocation by risk profile, and rebalancing discipline

4. What Next?

Adapting strategies across different market cycles and volatility

Speakers

Anurag Bhatnagar

Co-Founder, ShiftAlt Capital

Chartered Accountant (CA), brings over 30 years of leadership experience across Banking, Investments and Insurance, having held CXO roles at Citigroup, New York Life, HDFC AMC, IL&FS, and A.F. Ferguson.

He has managed public portfolios for ULIPs, was in HDFC Mutual Fund’s founding team, and led the Wealth Management Business in Citigroup. Currently focuses on building the portfolios of ShiftAltCap for HNIs like himself.

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Himanshu Verma

Co-Founder, ShiftAlt Capital

Chartered Accountant (CA), Ex Sr. Vice President at Cognizant responsible for managing Digital business unit. His customers included silicon valley giants like Alphabet, MSFT, Meta, Apple, Stripe etc.

Currently focuses on building ShiftAltCap, and also on board of few companies. A keen investor himself, he is passionate about helping fellow HNI’s in their wealth building journey. 

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FAQs

Yes — we use LRS and US-listed ETFs/stocks via registered platforms. No personal investment advice will be given.

No — we’ll share allocation ideas for all risk profiles, including how to start small.

No — this is a live-only session. We want you to get the full value of interacting directly with the speakers, asking questions in real time, and engaging with fellow investors. That live energy and networking simply can’t be replicated in a recording.

No — it’s primarily educational. We’ll also share how ShiftAlt applies this framework.

Seats Are Limited.
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Disclaimer

ShiftAltCap (SAC) is the brand name of AltShiftCap Technology and Digital Services Private Limited. The company partners with Borderless Softtech Pvt Ltd ("BSPL") that licenses and offers the Stockal Platform to SAC users (“You”) who are based in India or GCC and wish to make investments in securities listed on a stock exchange in the USA. You may be offered annual or monthly subscription plans by SAC and in such cases, SAC acts as their service provider.

SAC is not a broker-dealer nor an investment advisor and enables You access to a diverse set of global assets from a single account from anywhere in India or GCC. As such, SAC makes no warranties or representations, express or implied, on products and services offered through its website. It accepts no liability for any damages or losses, however caused, in connection with the use of related services.

Before You start using the SAC website, You may please note that all investments involve risk, and returns WILL fluctuate. All investments are subject to market volatility and MAY cause losses. The material on this website is provided solely for informational purposes and shall not in any manner be considered a recommendation or endorsement of any strategy or investment, nor an offer to sell or a solicitation of an offer to buy securities, products, or services nor advice. You have to make your own assessment of risk and Your own ability to take such risks before making any investments in any product listed on the SAC website - as well as keep assessing the risk and corresponding returns on a continuous basis after making the investments. SAC enables You to sell and exit anytime You may start feeling uncomfortable with the risk and/or performance of Your investments, with no penalty or exit fee.

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