ONE WORLD ADVISORY SERVICES
Global Investment Advisory for Investors Residing Outside India
Personalised, research-backed guidance for investing in US and global markets.
Why Think Investing Globally?
Diversification today for a stronger tomorrow.
Reduce Concentration Risk
Avoid overexposure to a single economy or market.
Access Global Leaders
Invest in world-leading companies across sectors.
Benefits from Global Growth
Participate in innovation and growth wherever it happens.
Diverse Currency Exposure
Reduce the impact of currency fluctuations.
Build Long-Term Wealth
Designed for long-term goals and financial independence.
How OWAS Fits Exactly into Your Global Investing Journey
Research-backed, careful suggestions
Carefully researched recommendations for investing in the US and other global markets.
Diversify with confidence
Help diversify your portfolio with personalized advice and ongoing support.
Disciplined investing
A structured approach to create long-term wealth.
How OWAS Works
A simple, transparent and organized investment advisory journey.
Initial Consultation
We understand your risk appettie, horizon and preferences.
Risk Assessment
We assess your risk profile and investment suitability.
Investment Recommendation
We provide personalised, research-backed portfolio recommendations.
Portfolio Implementation
You invest through our recommended global platform.
Ongoing Monitoring
Regular tracking of your portfolio’s performance and market conditions.
Review & Rebalance
We fine-tune your portfolio to keep it aligned with your goals.
Ready to Explore Global Investment Opportunities?
Connect with our investment experts to understand how personalized investment advisory can help you build a globally diversified portfolio.
Who OWAS Is For
- NRIs living abroad
- Professionals and expatriates
- Foreign nationals residing outside India
- Individuals seeking global investment diversification
What You’ll Receive
- Personalized investment advisory
- Access to global markets
- Periodic portfolio reviews
- Rebalancing guidance
- Research & market updates
- Dedicated investment advisor
Portfolio Options
Choose a portfolio that aligns with your risk profile and goals. Our global investment strategies are shaped by military-grade planning and discipline:
| Portfolio | Description | Risk Level | Suitable For | What You Can Expect |
|---|---|---|---|---|
| Conservative | Focused on stability with blue-chip ETFs and low-volatility options. | Low | Shorter time horizon, capital preservation | Steady growth potential with lower volatility |
| Balanced | A smart mix of growth and safety through a curated blend of proven companies and ETFs. | Moderate | Long-term growth with moderate risk | Balanced mix of growth and stability |
| Aggressive | High-growth opportunities targeting innovation, disruption, and emerging market trends | High | Long-term goals, higher risk appetite | Higher growth potential with higher volatility |
Performance Snapshot (USD)
OWAS Model Portfolios – Since Inception
Data as on 30th September, 2026
CAGR since launch of 14 July, 2023
Why Choose OWAS by HFI?
Investment Advisory
Client Residents
Performance tracking
Bi-annually Transparent Flat-Fee Structure
Trusted investment advisory. Transparent advice. Always on your side.
What Our Clients Say
Col Arun Lal Retired Indian Army officer, settled in the USA
I love how this financial framework is beautifully combined with disciplined diversification, clear reporting, and proactive guidance at a small fixed fee.
Read the Case StudyThey might not be the biggest in the financial advisory sector, but Sanjeev and Bindu and their team make it certainly the most trustworthy and dependable for me & my family. They just know the career graphs of the Indian Armed Forces – our salaries, pensions and retirement requisites. I have also told my son to invest with them only.
Col (Retd) Aditya Parida Indian Army, settled in Sweden
Let’s Build Your Global Investment Plan
Book a consultation with our investment expert today.
Frequently Asked Questions (FAQs)
We charge a very nominal flat fee of USD 250 per half-year payable at the start of the half-year. The first instalment of USD 250 is due at the time of starting the service. As a gesture of appreciation for timely payment, if the fee is paid within 30 days from the due date, we offer a special discounted rate of just USD 150 for the second half of the year—a savings of 40%!
Absolutely! OWAS is designed for individuals residing outside India. Your children living in the UK are fully eligible to subscribe to the service
OWAS portfolio is made exclusively for people living outside India who are looking for investments in the USA market from their residence country other than India. So if you are based abroad, you can take OWAS also as an additional portfolio.
Sure, you can pay the fees on behalf of them. However, the execution part of the investments will be on them only since they will be using a US based platform to invest.
There is no mandatory minimum investment, but we generally recommend starting with an amount that allows meaningful diversification across ETFs and stocks (typically USD 3,000–5,000 or more). The more diversified your portfolio, the more effective our recommendations will be.
No, we provide advisory services only. You are responsible for executing the investments on your chosen U.S. investing platform.
However, we do assist you in selecting a suitable investment platform that aligns with your requirements—whether it’s for investing in ETFs, U.S. stocks, bonds, or cash instruments.
We provide monthly portfolio monitoring and reports. You will be required to upload your latest portfolio data on to a shared Google Sheet (accessible only to you and us) in the first week of every month. We monitor that sheet and give you our advice and recommendations when required. We will remind you of this activity regularly.
