Quick Summary: Global Portfolio Allocation

A balanced global portfolio for NRIs in FY 2026-27 should hedge against INR depreciation by keeping 30-50% in foreign currency assets. This tool helps you track geographic diversification and currency exposure to minimize risk and maximize global net worth.

How to use the Global Portfolio Allocation

  1. Add Assets by Region

    List your investments in India and your current country of residence.

  2. Specify Currency

    Assign the correct currency to each asset (e.g., USD for US Stocks, INR for Indian FDs).

  3. View Allocation

    Visualize your portfolio split by asset class (Equity, Debt, Gold) and currency.

  4. Optimize Exposure

    Adjust allocations to meet your long-term goal for where you intend to retire.

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Regulatory Disclaimer · FY 2026-27

Last verified May 2026

Nature:Calculator platform and is NOT a SEBI-registered Investment Adviser. All calculations are indicative.

Risk:"Investments in securities market are subject to market risks. Read all related documents carefully before investing."

Consult a SEBI-registered IA or CA for personalised advice.

9 out of 10 traders in F&O incurred net losses (SEBI 2023). Tax estimates based on IT Act 2025. Trezoriq is not liable for financial decisions based on results.