
About MatCap
Guiding Wealth Beyond Borders
MatCap is a SEBI-registered investment advisory firm specializing in global equity and debt allocation for Indian residents and non-resident Indians with international exposure. Our work centers on advising clients with cross-border portfolios, concentrated ESOP and RSU positions, and investments spread across developed and emerging markets.
Many of our clients hold assets across multiple jurisdictions — including US-listed equities, international ETFs, employer stock accumulated over time, and capital deployed through the Liberalised Remittance Scheme. Managing such portfolios requires disciplined asset allocation, robust research oversight, and coordinated execution across different custodians and investment platforms.
At MatCap, portfolio decisions are guided through a structured Investment Committee process that evaluates opportunities using both quantitative and qualitative parameters before any model allocation is created. Our focus remains clear: designing global portfolios, selecting suitable investment vehicles, and providing ongoing oversight with the objective of long-term capital preservation and growth.
We position ourselves as a specialized advisory firm with a defined mandate — building resilient, globally diversified portfolios for professionals whose investments extend beyond domestic markets.

Our Foundational Pillars
At MatCap, we've built our firm on a foundation of trust, transparency, and client-centric values. These pillars guide our advisory approach, investment strategies, and client interactions. We are committed to providing you with a secure and prosperous financial future.
Human-First Advisory
Our approach begins with understanding the individual behind the portfolio. We take the time to understand your financial context, priorities, and long-term vision before structuring any investment strategy. The objective is simple — advice that is thoughtful, transparent, and aligned with your interests.
Global Reach
We help clients access opportunities from developed economies to emerging regions, our approach focuses on building diversified portfolios that participate in global growth while maintaining disciplined risk allocation.
Curated Strategies
Every portfolio is constructed with a clear allocation framework. We focus on carefully selected global equities, ETFs, and other investment vehicles that fit within a structured strategy designed for long-term capital preservation and growth.
The People Behind MatCap
MatCap operates through defined leadership across global investments, research, and advisory. The firm’s leadership integrates capital market research, global allocation strategy, and fiduciary oversight within a structured Investment Committee framework.
Our Global Presence
MatCap advises clients with investments spanning major global financial markets, including North America, Europe, and the Asia-Pacific region. Our portfolios are constructed with exposure to both developed and emerging economies through listed equities, fixed income securities, and exchange-traded instruments.
Managing Wealth Isn’t About Tools — It’s About the Right Partner
In India, global investing has often been limited to do-it-yourself platforms or concentrated positions in a handful of well-known stocks. MatCap takes a different approach. We combine institutional-grade investment committee research with platform-enabled asset consolidation and direct custody through IBKR, supported by a fiduciary advisory framework. Our focus is to provide the structure, research, and oversight required to build truly diversified global portfolios, while ensuring regulatory alignment across jurisdictions.



