Strategic Global Portfolios,
Research-Led Advisory.
MatCap provides independent, research-driven global investment advisory to high-net-worth professionals and NRIs building multi-jurisdictional portfolios across international equity and debt markets.
Assets under advisory across global portfolios
Clients across India, the US, Europe, and beyond
Client retention rate
Built for Professionals with Global Ambitions
MatCap combines institutional-grade research, technology-enabled portfolio consolidation, and ongoing licensed advisory to help you build and manage diversified global portfolios.
We provide a structured approach to global wealth management for professionals and NRIs with concentrated equity holdings and cross-border assets. Our Investment Committee applies a rigorous 36-parameter research framework to curate portfolios across international markets. Clients benefit from seamless asset consolidation, direct custodial access, and continuous guidance from licensed advisors throughout their wealth journey.
Debt
35%
Equity
65%
Total Portfolio Value
$2,345,000
YTD Growth
+8.2%
Top Performing Equity Markets
US Tech
India
Brazil
Equity Structuring
MatCap helps you streamline vested ESOPs, RSUs, and dispersed overseas equity holdings into a single, globally managed investment account. We provide guidance to reduce concentration risk by gradually shifting single-stock exposure into research-driven, diversified portfolios aligned with your long-term financial goals. Our platform enables efficient asset transfers from multiple brokerages into a unified global custody structure, offering enhanced transparency, simplified reporting, and complete oversight of your international investments.
Research-Backed Global Portfolio Construction
Access globally diversified investment opportunities through our Investment Committee-backed model portfolios spanning the US, European, Asian, and emerging markets. Our IC process analyses investments across 36 quantitative and qualitative parameters, including Sharpe ratio, CAGR, maximum drawdown, and forward-looking market views. We curate portfolios across equities, bonds, ETFs, structured products, and select private market opportunities, enabling strategic diversification beyond India's domestic markets with institutional discipline.
Cross-Border Wealth Management for NRIs
MatCap acts as your central advisory partner for managing wealth across India and global markets. We assist NRIs in aligning Indian and international portfolios, optimising the Liberalised Remittance Scheme (LRS) for global diversification, and navigating regulatory frameworks across jurisdictions. Our advisory-driven approach covers portfolio structuring, asset repatriation planning, and cross-border compliance, bringing clarity, control, and institutional discipline to your international wealth strategy.
Our Foundational Pillars
MatCap operates on principles of research rigour, regulatory compliance, and client-focused advisory. These pillars guide our platform architecture, investment methodology, and ongoing client engagement.
Research-Driven Advisory
Investment Committee-backed portfolio construction using a 36-parameter analytical framework spanning quantitative metrics, qualitative analysis, and forward-looking market views.
Global Market Access
Direct access to diversified investment opportunities across the US, European, Asian, and emerging markets, spanning equities, bonds, ETFs, structured products, and select private opportunities.
IC-Certified Portfolios
Institutional-grade model portfolios are rigorously evaluated across the Sharpe ratio, CAGR, maximum drawdown, Sortino, and risk parameters.
Who We Are
Building Diversified Global Portfolios
Founded by financial services veterans with decades of experience in wealth management, capital markets, and cross-border investing, MatCap operates as a SEBI-registered investment advisor in a fiduciary capacity. Our team of licensed advisors delivers research-backed portfolio strategies, platform-enabled asset consolidation, and ongoing advisory support. We serve clients across India, the US, and Europe.
10+
Years of Combined Global Finance Experience
At MatCap, we are driven by a passion for excellence and a commitment to our clients' success. With decades of experience in global finance, our team of seasoned advisors brings a wealth of knowledge and expertise to every client relationship. We take pride in our ability to navigate complex financial landscapes, providing strategic insights and personalized solutions that empower our clients to achieve their long-term goals.
The Principles and Strengths That Set MatCap Ahead
Our platform combines rigorous investment research, regulatory compliance, and technology-enabled asset consolidation to deliver superior global wealth management.
Structured Approach to Global Wealth
Managing international portfolios requires clarity, discipline, and a long-term perspective. Through globally diversified asset allocation, focused equity strategies, and seamless cross-border portfolio oversight, we bring structure and strategic direction to global investments.
FAQs
Frequently Asked Questions
Understand our Investment Committee process, custodial structure, platform consolidation capabilities, and how we help clients build diversified global portfolios across multiple jurisdictions.
View all FAQsManaging Wealth Isn’t about tools, it’s about the right partner
India's approach to global investing has been limited to DIY platforms and concentrated bets on headline stocks. MatCap changes this by combining institutional-grade IC research, platform-enabled asset consolidation with direct IBKR custody, and fiduciary advisory support. We deliver the infrastructure and expertise required for true global diversification with regulatory compliance across jurisdictions.