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How to Invest in US Equity with the Best Mutual Fund Software

Author: Wealth Elite
by Wealth Elite
Posted: Feb 25, 2023

Indian investors are wondering, why investing in global markets, especially in US markets is becoming popularized. The reason is simple to get global exposure because the contribution of India to the global economy is around 3.3% only, while the top two countries including China & USA are contributing around 15.5% & 23.6% respectively. The elementary factor that is differentiating the US markets from India is investors get exposure of the largest global companies.

Why Invest in US Equity

Investing is more about risk management and less about trading securities. Moreover, the Indian market looks overvalued on a relative basis compared to other global markets. Therefore, there are various benefits for Indian Investors to start investing in US Equities:

The Primary Benefits

Diversification

International diversification of portfolio (with US equities) is the best method to manage or mitigate risk

Global Exposure

Get global exposure with the US equity market because many US companies with global operations are listed there.

  • The market capitalization of the US equity market is ~$47.32 trillion while
  • The market capitalization Indian equity market is just ~3.21 trillion.

Fractional Shares

The CMP of an Apple stock is ~$126, which roughly stands ₹ 10,000. If you have only ₹ 5000, then you can also purchase ½ shares (fractional share) of Apple.

Dollar Value

The exchange rate of USD to INR is ₹ 82.51 today (5th Jan 2023). 5 years back, the rate was ₹ 63.59. When you invest in US stocks, you also invest in the value of the dollar. When USD appreciates as compared to INR, your investment also increases.

Access US Equity investments with Wealth Elite

The most important benefit for MFDs by partnering with Wealth Elite is that MFDs can offer multiple assets to their investors. MFDs using Wealth Elite mutual fund software have the opportunity to assist their investors get the global exposure by investing in the top US equities.

The Mutual Fund Software for Distributors is very important for the business growth of MFDs. It can help in simplifying & automating the business process for an MFD. Mutual Fund Software provides a simplified centralized platform to manage portfolios of clients, process investment transactions & generate multiple reports. Wealth Elite is a white-labeled Multi Assets SaaS platform offering automated onboarding with Video KYC, Online Transactions, Online ATM, Goal GPS, Portfolio Re-Balancing, and much more. Therefore, it is the best mutual fund software in India. It fulfills all the requirements of a distributor and helps them in achieving their desired goals.

About the Author

Wealth Elite is India's top Mutual Fund Software for Distributors and Ifa, Integration with Bse & Nse, Multiple Assets, and inbuilt Video Kyc & Online Atm.

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Author: Wealth Elite

Wealth Elite

Member since: Oct 13, 2021
Published articles: 18

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