Investing in the US markets from India | Tax Season Special

Go set up time with The Financialist now! https://tinyurl.com/yem8veza Your $5 bonus is waiting! 🎁 Sign up to Vested and make your first deposit to claim your reward. Invest in Apple, Microsoft, Nvidia and 10,000+ US Stocks and ETFs. Join me now: https://refer.vestedfinance.com/PRKA6... 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 💡 Disclaimer: Zero1 by Zerodha financially supports creators and storytellers through its network. The views and opinions in this video are solely those of the creator and are not endorsed by Zero1. 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.