Investment Advisory for Cross-Border Capital
MatCap advises professionals and families with internationally allocated capital, concentrated equity exposure, and cross-border portfolios. Our services focus on global asset allocation, ESOP and RSU diversification, and multi-jurisdictional portfolio oversight.
Global Investment Advisory Services
Specialized solutions for internationally allocated capital, including global portfolio construction, ESOP diversification, and cross-border portfolio oversight.
NRI Wealth Management
You've built wealth across borders Managing it shouldn't require you to navigate that complexity alone MATCAP provides dedicated global portfolio advisory services for Non-Resident Indians, covering asset consolidation, cross-border investment strategy, and multi-jurisdiction wealth structuring. Equity compensation from multinational employers often accumulates over time, eventually becoming the largest single holding in a portfolio Without a structured approach, this concentration can introduce significant risk MATCAP offers research-driven guidance on when and how to diversify these positions, considering vesting schedules, cross-border tax implications, and your broader financial objectives. Whether your ESOPs and RSUs are linked to US-listed companies or global employers across Europe and Asia, MATCAP helps manage the complexity from consolidating vested holdings into your account to building a diversified global portfolio around them.
ESOP & RSU Management
Years of earning equity in the companies you've worked for can lead to significant concentration Deciding when to hold, diversify, or exit these positions and managing them across borders requires more than just a brokerage account MATCAP provides dedicated advisory support for professionals handling concentrated ESOPs and restricted stock units from multinational employers, with a focus on diversification, timing, and portfolio integration. Equity compensation from multinational employers often accumulates over time, eventually becoming the largest single holding in a portfolio Without a structured approach, this concentration can introduce significant risk MATCAP offers research-driven guidance on when and how to diversify these positions, considering vesting schedules, cross-border tax implications, and your broader financial objectives. Whether your ESOPs and RSUs are linked to US-listed companies or global employers across Europe and Asia, MATCAP helps manage the complexity from consolidating vested holdings into your account to building a diversified global portfolio around them.
Global Equity & Debt Investment
India's investment landscape provides a strong foundation, but it represents only one part of the broader opportunity set MATCAP enables resident Indians and NRIs to access global equity and debt markets across the US, Europe, Japan, China, Australia, and beyond Our approach is research-driven, supported by dedicated advisory, and tailored to align portfolios with specific return objectives. Many Indian investors with global exposure tend to hold a few well-known US technology stocks, creating concentrated positions that replicate the same home-bias risk they intended to avoid True global diversification involves allocating across asset classes, geographies, and market cycles that behave differently from one another. MATCAP looks beyond headline names Through our platform, clients gain access to global equities, bonds, ETFs, commodities such as copper, uranium, and platinum, and select private market opportunities across developed and emerging markets exposures that are typically unavailable through standard Indian investment platforms Each allocation is backed by rigorous research and integrated into a portfolio designed around your specific objectives.
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.
Tailored for the Modern Global Professional
Our clients aren't average investors — they're executives, founders, and NRIs managing wealth across markets and life stages.
Professionals with ESOPs or equity packages
Founders and post-exit entrepreneurs
High-net-worth NRIs with global income
Families with multigenerational wealth
Global Wealth, Managed With Precision
MATCAP’s advisory is built on the belief that your portfolio should reflect your unique financial journey, not a standard template. From consolidating international holdings to structuring investments across multiple markets, every decision is research-driven, guided by a dedicated advisor, and aligned with your specific financial objectives.
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FAQ
Your Investment Questions, Answered Clearly
Gain clarity on common questions about global investing, employer stock diversification, and managing portfolios that span multiple markets and jurisdictions.
View all FAQsManaging Wealth Isn’t About Tools, It’s About the Right Partner
In India, global investing has often been limited to DIY platforms and concentrated exposure to a few headline stocks. MatCap redefines this approach by combining institutional-grade investment committee (IC) research, platform-driven asset consolidation with direct IBKR custody, and fiduciary-led advisory. We provide the structure, expertise, and governance needed to build truly diversified global portfolios—while ensuring seamless regulatory compliance across jurisdictions.