How to invest in US Stocks from India with Winvesta: A step-by-step guide
5 minutes read
Are you looking to buy shares in companies like Apple, Amazon, or Tesla?
Investing in US stocks from India has become easier than ever, with several brokers offering you a large variety of stocks. Your smartphone now gives you direct access to the world's largest stock market and lets you invest in leading global companies.
Let us help you start your US investment journey. You'll learn about international diversification benefits and the account setup process. We'll help you find and select US stocks that align with your investment goals and show you how to manage your portfolio effectively.
Why invest in US stocks from India
When you vary your investment portfolio beyond Indian borders, it can substantially boost your wealth-building growth. The US stock market offers Indian investors a chance to tap into its massive market cap of GBP 39.91 trillion.
Diversification benefits
US and Indian markets show an interesting pattern. When markets behave normally, their correlation stays surprisingly low at about 50%. Because of this low correlation, your portfolio becomes more resilient to market swings. Historical events prove this point well. During the 2016 demonetisation and the 2020 COVID-19 pandemic, portfolios that included US stocks demonstrated better stability.
Access to global brands
The US market creates opportunities in sectors that have limited or no presence in India:
- Artificial Intelligence and Robotics
- Gaming and Entertainment
- Semiconductors
- Cloud Computing
- Aerospace Technology
Investments in US stocks connect you with global industry leaders and innovative companies that shape our future. Your portfolio becomes more balanced as you access these high-growth sectors effectively.
Potential for higher returns
US stock investments offer two major advantages. The US market has shown impressive historical performance over time. Between 2010 and 2024, American stock markets delivered 83% higher returns than Indian markets. You also gain from currency appreciation because US dollar investments naturally protect against Indian rupee fluctuations.
Financial experts suggest you invest 5-10% of your portfolio in US markets to balance your portfolio effectively. This strategy helps you discover the potential for long-term growth and keeps your investments well-diversified. Recent tax reforms have made US equity investments more attractive, with a tax rate of 12.5% that matches Indian equity treatment.
Getting started with Winvesta
You can begin your investment experience in US stocks through Winvesta's digital platform. The simple and quick process allows you to start investing today.
Account opening process
You can open your US brokerage account with Winvesta in just 15 minutes. The process requires simple information such as your name, phone number, and date of birth. Everything in the documentation comes down to two key items: a valid Aadhaar card and proof of address. After document verification, your account becomes ready for funding.
Funding options
Your investment journey begins with a fund transfer from your Indian bank account to your Winvesta account. Winvesta charges no inward remittance fees, but banks typically charge INR 500 to INR 2500 for international transfers. Multiple fund transfers due to frequent trading can increase your costs, so plan your investments carefully.
Understanding fees and charges
Winvesta believes in transparency with its fee structure and provides several zero-cost benefits.
- Account Charges:
- Joining Fee: £0
- Maintenance Charges: £0
- Inactivity Fees: £0
- Account Transfer Fee: £0
The platform gives you access to over 8,000 US stocks and ETFs. The simple plan includes live trading, advanced order types, and analyst ratings. You can start investing in fractional shares with just £0.79, which lets you own portions of high-value stocks.
Selecting US stocks on Winvesta
Your Winvesta account opens up opportunities to find and select the right US stocks. The platform lets you trade more than 8,000 US stocks and ETFs, which include popular companies like Apple, Google, and Netflix.
Researching companies
Smart stock selection starts with a deep dive into company fundamentals. These essential company elements deserve your attention:
- A company's business approach and market edge
- Strong financial performance and stability
- The core team's knowledge and track record
- Current market dynamics and sector position
- Future expansion opportunities and challenges
Analysing stock performance
Smart stock evaluation requires key financial metrics that align with Graham's principles:
- Quality ranking for stability
- Debt-to-asset ratio below 110%
- Current ratio (minimum 1.5)
- Earnings growth in the last five years
- Price-to-earnings (P/E) ratio
- Price-to-book (P/B) ratio
- Dividend payment history
Your investment decisions should factor in macroeconomic elements. Interest rates, inflation, and broader economic conditions can affect your chosen stock's performance significantly.
Using Winvesta's stock screener
Winvesta's stock screener helps you find ideal investments from thousands of available stocks. Here's a simple guide to get the best results:
- Browse stocks by category, popularity, or performance in the Explore tab
- Select any stock that catches your interest
- Analyse the performance metrics, key data, and price charts
- Stay updated with relevant news and market changes
- Save the stocks you like to your watchlist
Pro tip: Looking for specific stocks? The search bar at the top of the explore tab will take you there quickly. Each stock's detail screen shows all the important information you need to make smart investment choices.
Executing trades and managing investments
Ready to start trading? Winvesta's platform makes it easy to execute trades and manage your investments with confidence.
Placing market and limit orders
Trading becomes effortless with Winvesta's flexible investment options. The platform lets you invest by choosing either share quantities or dollar amounts. Your investment journey can start with just £0.79. You can execute trades immediately through market orders or set your desired price with limit orders.
Here's how to place an order:
- Select your chosen stock from your watchlist
- Choose between market or limit order
- Enter the quantity (up to 8 decimal points for fractional shares)
- Review your order details
- Confirm and submit
Setting up recurring investments
Consistent investing helps build an effective portfolio with Winvesta. The platform's recurring investment feature lets you:
- Set your investment strategy on autopilot
- Stay committed to your investment goals
- Balance out market ups and downs
- Create a well-structured portfolio step-by-step
Tracking your portfolio
The Winvesta app's complete order tracking system makes investment monitoring simple. You can track every order through the Order History section with up-to-the-minute updates. Your orders will show one of these statuses:
- Filled: Successfully executed trades
- Pending: Awaiting execution (limit orders or market not open)
- Cancelled: Orders you've cancelled
- Rejected: Orders that couldn't be executed
Live market updates help you stay on top of your investments. The platform lets you track market movements instantly and place overnight orders that execute when markets open.
Dividends from your stocks go directly into your Winvesta wallet. This gives you the freedom to either reinvest these earnings or transfer them to your bank account.
Winvesta gives you zero-commission trading on your first 10 trades in the first month and 3 trades monthly after that. Smart trade planning can help you maximise these benefits. Additional trades cost just £0.79, making Winvesta one of the most affordable platforms for Indian investors who want to access US markets.
Winvesta offers a practical solution for Indian investors who want to enter US markets. The platform breaks down traditional barriers with quick account setup, fractional share options, and a user-friendly platform. Complete stock screening tools, live market updates, and flexible trading options help both new and experienced investors trade US stocks easily.
Free trades, competitive fees, and strong portfolio management tools make Winvesta an ideal partner to build long-term wealth. Indian investors can now tap into global market leaders and high-growth sectors while keeping their investment approach balanced. The platform's dedication to user education and transparent pricing lets investors concentrate on what truly counts - they can make informed investment decisions and grow their wealth through US market opportunities.
Frequently asked questions about investing in US stocks.
Investing in US stocks from India offers several advantages:
- Portfolio Diversification: Gain exposure to different markets.
- Global Brands & Innovation: Invest in well-known global companies and sectors leading in technology, AI, and more.
- Currency Benefits: Potential to gain as the US dollar appreciates against the Indian rupee.
- Higher Returns: US markets have historically offered higher returns compared to Indian markets.
Disclaimer: All content provided by Winvesta India Technologies Ltd. is for informational and educational purposes only and is not meant to represent trade or investment recommendations. Remember, your capital is at risk. Terms & Conditions apply.
Contributed by Denila Lobo
Denila is a content writer at Winvesta. She crafts clear, concise content on international payments, helping freelancers and businesses easily navigate global financial solutions.