Everything UCITS.One Platform.

UCITS — Undertakings for Collective Investment in Transferable Securities — are EU-regulated funds built to be sold across borders. The rulebook forces diversification, caps leverage and guarantees regular redemption, which is why a fund domiciled in Dublin or Luxembourg can be held by investors almost anywhere in the world.

Keep more of every dividend

15%

Irish UCITS

25-30%

US-listed ETF

US dividend tax withheld at source, on the same underlying stocks. Direct US-listed holdings: 30% statutory, generally 25% for an Indian resident under the India-US treaty with a valid W-8BEN. The Irish fund’s 15% is deducted inside the fund, so it shows up as a NAV drag you cannot reclaim.

The $60,000 estate-tax trap

Heirs keep $1M of $1M$0 US estate tax

US-situs holdings above the $60k non-resident exemption face a graduated schedule reaching 40% at death. UCITS shares are not US-situs, so they sit outside that net. Illustration only: $1M of US-situs assets, no other US assets, deductions or credits, the excess taxed at a blended ~30%. Your outcome depends on your estate; India has no US estate-tax treaty.

Dividends that reinvest themselves

Accumulating share classes fold every payout back into the fund — no idle cash, no reinvestment admin. Illustration, not a forecast.

Wealth that crosses borders should still reach your family — not a foreign tax office.

EU-REGULATED WRAPPERS · 15% FUND-LEVEL WITHHOLDING · NO US ESTATE-TAX SITUS