Globes offer single-click investment into ready-made portfolios, enabling investors to build a diversified exposure to select securities across sectors, geographies and asset classes.
Globalise, India’s first platform for guided global investing, today launched Globes, curated baskets of stocks and ETFs built to simplify global investment decisions for Indian investors. Globes offer single-click investment into ready-made portfolios, enabling investors to build a diversified exposure to select securities across sectors, geographies and asset classes.
With a range of Globes on offer, customers can choose the portfolio that best suits their investment philosophy and risk profile. They can invest towards a specific financial goal, or into a range of investment themes. Customers will be presented a list of Globes classified by objectives (Thematic or Goal-Based). Once they select the Globe to invest in, it is simple to get invested: Select the Globe, Enter investment amount, and Submit an order.
Globes enable customers to invest according to their financial goals or desired thematic exposure while leaving the research and construction to the experts. Each portfolio is built using proprietary algorithms, and the securities in each Globe is monitored and dynamically rebalanced to optimize risk and return on an ongoing basis. This enables individuals to diversify their portfolios and take international exposure supported by a guided process catered to their own requirements.
Presently, Globalise offers the following Goal-based and Thematic curated portfolios:
Save for Education
Planning a corpus for education requires a fine balancing act between caution and aggression at all times. The Save For Education Globe is a blended portfolio designed for moderately aggressive investors looking to save for graduate or postgraduate education, or other similar goals, in the medium term of 4-7 years.
The Dream Vacation Globe is designed to help investors save for near term goals, such as a dream holiday abroad in the next 1-3 years.
Retire in Comfort
This Globe offers an asset allocation strategy for investors looking to save for long term goals such as retirement.
The Next-Gen Technology Globe provides exposure to leading technology companies. The Globe is a versatile portfolio that seeks to capture growth from technological innovations and includes a diverse mix of companies providing a broad spectrum of exposure to the technology theme.
Our world is continuously shaped by emerging trends that will define the future. Cutting edge Innovation in diverse industries is often the agent of transformational change and driver of such trends that improve human life. The Future Innovation Globe enables investors to participate in these compelling investment themes that are considered relevant from a long-term perspective and offers exposure to companies operating across the value chain of these emerging themes and trends.
Medical and scientific advancements have always impacted the sustainability of all life forms on the planet, and the significance of biotechnology has come into focus even more in the post-COVID world. The Biotech Innovation Globe provides targeted thematic exposure to technological innovation in the global medical and pharmaceutical sectors. This Globe invests in a combination of ETFs that provide exposure to top-performing biotechnology companies globally.
Mid-cap stocks constitute a significant portion of the available US equity investment universe and may be considered as one of the key constituents of equity portfolio for a long-term investor with high growth orientation. The Mighty Midcap Globe enables investors to participate in the mid-cap space in a convenient, diversified and efficient way, through ETFs that are invested into companies across sectors and industries.
Small-cap securities may be considered one of the core building blocks of equity portfolio for a long-term investor with high growth orientation. The Splendid Smallcap Globe enables investors to participate in the small-cap space in a convenient, diversified and efficient way, through ETFs that are invested into companies across sectors and industries.
Viraj Nanda, CEO of Globalise said “It is important that while planning life goals and responsibilities we have a fair share of products that enables customers to diversify investments globally. With Globes, we aim to simplify customers’ decision making when it comes to international investing by providing curated baskets of securities through which they can invest towards specific financial goals, or in emerging themes and trends.
He further added, “Globes is what makes Globalise a truly guided investment platform. We are on a mission to bring borderless financial access to retail investors and wealth managers in India and connect them to the global resources they need to be financially successful. We aim to make global investing accessible and simple to Indian investors across the breadth of the country and provide opportunities to wealth managers to expand product suite offerings for their customers. With Globes, we aim to offer guidance to simplify the investment decision-making process to help customers better safeguard their financial needs and milestones while leading a peaceful and hassle-free life.”
Globalise Chairman Vikas Nanda said “The solution enables customers to plan their investments as per their life’s milestones, thereby providing the best for oneself and their family in the years to come. This offering can be especially beneficial for those less familiar with investing in US securities and want to rely upon research by experts for building their international portfolios. For the most value creation in a portfolio, global diversification into top-performing sectors and companies will aid in better risk/return optimization. With Globes, clients will be able to build such diversified portfolios based on their financial goals and risk profiles, along with building exposure to specific themes and trends”.