OPPORTUNITY TO INVEST IN THE US MARKETS THROUGH LOW COST ETFs

Why Invest In US Markets Through ETFs

  1. Diversification: Diversify investments across asset classes like stocks, bonds, commodities, or a mix of these.

  2. Low Cost: ETFs generally have lower expense ratios compared to actively managed funds. This cost-effectiveness is particularly beneficial for long-term investors.

  3. Transparency: Most ETFs disclose their holdings daily, so investors know exactly what they are investing in.

  4. Liquidity and Flexibility: ETFs trade on stock exchanges, like individual stocks, allowing investors to buy or sell ETFs at market prices throughout the trading day.

  5. Accessibility: ETFs cover a wide range of markets, sectors, and strategies, enabling investors to gain exposure to niche or hard-to-reach areas (like emerging markets, specific industries, or thematic trends) as well as well-known themes like blue chips, income-yielding ETFs.

  6. Tax Efficiency: Due to their structure, ETFs often generate fewer taxable events compared to mutual funds. Investors can defer most capital gains taxes until they sell their ETF units.

  7. Customization for Goals: With ETFs available for different asset classes, geographic regions, and investment strategies (like growth, value, or dividend-focused), investors can tailor their portfolios to align with specific financial goals or risk tolerances.

Why Padmakshi-Mondial

  1. Having partnered with one of the biggest international discount brokers in the world, we are eminently positioned to provide you seamless end-to-end support for a flawless investing experience.

  2. Guidance on constructing a portfolio of ETFs.

  3. Identify high-growth opportunities in US markets.

  4. Identifying value opportunities as and when available in markets globally.

  5. Expert ETF selection which is catered to client goals and emphasizes on cost-efficiency.

Investment Strategy

Padmakshi-Mondial's investment strategy will be a three-pronged one:

  1. Income Strategy – A portion of the allocation will focus on ETFs offering steady dividends and income streams. Examples: REIT ETFs, Bond ETFs, or Dividend ETFs.

  2. Core Holdings – This allocation will consist of investments in ETFs tracking established indices like the S&P 500 or Dow Jones or other mature industry focused ETFs.

  3. Growth Investing – The remaining allocation will be towards high growth ETFs. The emphasis will on ETFs targeting high-growth sectors and themes like technology, AI, and renewable energy etc.

Based on the investors’ goals, allocation to ETFs will vary on a discretionary basis.