Global equity advisory
Global stocks have opened up to your clients. Be the desk that advises them
Your analysts cover the market in full, and your clients follow every recommendation live.
Investors in India are putting more into global markets
The demand reaches retail brokers, whose clients invest from the broker’s app, and wealth firms, whose clients invest with their RMs.
USD2,652.01million
sent abroad by resident individuals to invest in equity and debt in 2025-26
USD1,698.94million
sent abroad by resident individuals to invest in equity and debt in 2024-25
RBI Bulletin, September 2026, outward remittances under the Liberalised Remittance Scheme
USD29billion
in US equities held by residents of India in June 2025, institutions included
USD6billion
in US equities held by residents of India in June 2020, institutions included
US Treasury, Foreign Portfolio Holdings of U.S. Securities as of June 30, 2025
US stock recommendations close on their own, at any hour
Recommendations and baskets are tracked through the whole US session, and each level reached fires a price trigger to followers through Actions.
Single‑leg recommendations on global stocks get every check in Solo
The files behind each recommendation, in any format, are summarised into its remarks by research agents, and the analyst approves the draft.
Publish on listing day
A new global stock found in the one search, priced live
Add SIP recommendations
SIPs on global stocks, beside single‑leg advice
Check before publishing
Price and time levels, and conflicts on criteria you set
Adjust at the ex-date
Splits, bonuses and dividends applied to every open level
Track in any currency
Levels set in INR, USD and GBP, each handled the same way
Investbox measures thematic baskets of global stocks against a benchmark
The analyst picks a global index, and each basket’s performance is shown against it as prices move and over any period.
Backtest each basket first
CAGR, alpha, Sharpe and drawdown read against the benchmark
Rebalance on your schedule
Weights changed any time in between, with an alert to your investors
Handle mergers and splits
Applied to each holding at the ex-date, with no manual edit
Every global stock recommendation gets a live factsheet
Publisher generates it automatically from real-time prices, in your own design and for each basket too, with performance to date and the analyst’s latest remarks.
Every order on global stocks comes back to its recommendation
Your registered analysts publish under the registration they hold, and the orders your route returns sit beside each analyst’s results.
Trace each order
Its client, quantity, price and time, straight from your route
Read the telemetry
Unique clients, orders, quantity and volume per recommendation
Log every change
Each edit and close, with who made it and when, in Audit Trail
Global stocks get Publisher’s RM briefs, reports and approvals
Publish performance reports
Built from the factsheet of each recommendation and basket
Compose reports in Report Builder
Reports from blocks, bound charts and live data, for your research on global stocks