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Global Portfolios

PhillipCapital follows the concept of 'No single model portfolio fits all' approach. We customise each of their client's portfolio based on the entry levels, the valuation of the stocks they want to buy and the situation of the market.

Know Phillip Ventures

We are domiciled in GIFT City, Gujarat, India as Phillip Ventures IFSC Pvt. Ltd. - to provide access to our clients to the exciting opportunities made available in the International Financial Centre of GIFT City. Phillip Ventures IFSC Pvt. Ltd is part of the PhillipCapital group which is headquartered in Singapore and has a presence across 15 countries.

Through Phillip Ventures IFSC Pvt. Ltd we offer products on India INX and NSE IFSC, Portfolio Management Services, Investment Advisory, US Equities Investment and will expand to other value added financial services shortly.

The Gift City Advantage

GIFT City has been set up with the vision to function as one of the leading financial services centres across the globe and serve as an effective inbound and outbound investment vehicle for investors. This area is regulated by the International Financial Services Centres Authority (IFSCA) which enjoys the status of a unified regulator.

The IFSCA (Capital Market Intermediaries) Regulations, 2021. International Financial Services Centres Authority (Fund Management) Regulations, 2022 were introduced in October 2021 to govern various activities within the financial services space. The said regulations specifically allow for portfolio managers to invest in overseas securities as part of their strategies. Resident Indians have the opportunity to explore overseas investments through GIFT City using the LRS route.

What We Offer

As part of our Global Portfolio Management Services, we offer Discretionary as well as Non-Discretionary strategies. Under the Discretionary strategies, we have the following products:

Phillip International Pioneer Portfolio

The portfolio aims to achieve capital appreciation primarily through exposure to Sectors, Themes, and Geographies that we believe are poised to grow over the medium to long term. The emphasis is on global innovations and regional developments that result in a potential upside. Our focus is to identify businesses that are leading the emerging trends in terms of innovations and disruptions, and countries that are poised to offer significant upside over the medium to long term.

Pillars of our Process

Our portfolio management process is driven by three pillars:

Our Philosophy

We believe firmly in the idea of staying invested with a focus on long-term wealth generation. This is reflected in our preference towards strategic asset allocation and keeping the portfolio churn to a minimum. We are proponents of a research-driven approach and are in the right position to leverage the global expertise due to us being a member of the PhillipCapital group.



Our Objective

It is our objective to make global investing seamless for our investors. This we can achieve on the back of the infrastructure offered by the GIFT City as well as the conducive regulatory framework of the IFSCA. We do not believe in merely achieving global diversification for our investors. Through our PMS products, we aim to enable our investors to participate not only in the trends of today but also ideas of tomorrow in the global landscape.

Our Process

At our end, we monitor developments across countries and businesses and focus specifically on structural developments which are expected to offer a long-term upside. We have a stringent risk management framework built on quantitative filters and qualitative assessments when we go about managing our investible universe.




Documents Download
Monthly Newsletter - September 2025
Monthly Factsheet - Pioneer
Product Presentation - Global PMS