FIRST GLOBAL MacroLens™

Institutional Client Advisory & Quant Stress-Test Platform

“Asset allocation accounts for over 90% of portfolio performance variance. Predicting single-stock winners is human ego; quantitative multi-asset diversification across uncorrelated global geographies is mathematical common sense.”

— DEVINA MEHRA, Founder, Chairperson & MD, First Global (IIM-A Gold Medalist)
3.2%
India Share of Global Equities
~95%
Typical HNI Trapped Wealth
01

Client Portfolio Profile

Independent sliders with strict 100% capacity guard

Presets:
Investable Net Worth (INR) ₹10.00 Cr
🛡️ Capacity Guard: 100% Max Ceiling 100.0% FULL
Total portfolio cannot exceed 100%. Reduce another slider first.
Indian Equities (Nifty/Mid/Small)
% ₹5.50 Cr
Indian Real Estate & Illiquid Land
% ₹2.50 Cr
Fixed Deposits / Domestic Debt
% ₹1.50 Cr
Physical / Sovereign Gold
% ₹0.50 Cr
Global / International Equities
% ₹0.00 Cr
Quick Actions:
Portfolio Allocation Sum 100.0% Exact Total
Quantitative Risk Diagnostics CRITICAL HOME BIAS
Home Bias Index
100.0%
Illiquid Asset Ratio
25.0%
Portfolio Sharpe Ratio
0.48
Downside Sortino Ratio
0.62
Severe Single-Country Concentration. 100% of wealth exposed to INR depreciation & domestic liquidity shocks.
02

Macro Crisis Historical & Custom Stress-Test

Simulate institutional liquidity shocks on current client portfolio vs. First Global Multi-Asset Model

2008 GFC Lehman Contagion Equities -58%
2013 Tantrum INR Currency Crash Rupee -25%
2020 Covid Flash Freeze Drawdown -38%
1994–2003 Lost 10 Years 0% Real Return
2022 Rate Shock Global Stagflation Mid-Caps -28%
CUSTOM DIAL Dial-Your-Shock Interactive Simulator
Client's Unhedged Portfolio SEVERE IMPACT
-35.7%
Capital Loss: -₹3.57 Crores
Recovery Time
6 to 8 Years
Drawdown Stress
High / Liquidity Trap
First Global Multi-Asset Model CAPITAL PROTECTED
-9.6%
Capital Loss: -₹0.96 Crores
Recovery Time
8 Months
Preserved Capital
+₹2.61 Cr
🛡️ First Global Protection Alpha: In this crisis, First Global saves ₹2.61 Crores of investable wealth and shaves 4 to 6 Years off break-even recovery.
Institutional Advisory Diagnostic

First Global Strategic Diagnosis & Institutional Value Offer

WHAT YOUR CURRENT PORTFOLIO MEANS (THE HIDDEN RISK)

Your portfolio suffers from an acute 95% Home Bias. With 55% in Indian Equities and 25% in Illiquid Real Estate, over 95% of your net worth is tied to domestic economic cycles. In macro shocks (like 2008 or Covid), domestic equities plunge 40–55%, and illiquid real estate transactions freeze. Crucially, with 0% International Equities, you have zero hard currency protection against the steady ~3.8% annual Rupee devaluation.

HOW FIRST GLOBAL DELIVERS SUPERIOR RISK-ADJUSTED ALPHA
  • ✓ Multi-Asset Global Diversification: We reallocate into 25+ global markets, turning USD depreciation into a return driver.
  • ✓ Capital Preservation: Quant models limit catastrophic drawdowns to under 10%, eliminating 6+ years of break-even waiting.
  • ✓ Liquid Inflation Ballast: Replaces illiquid land with sovereign gold and high-grade global yield assets.
RECOMMENDED FIRST GLOBAL ASSET BLUEPRINT
Asset Class Current FG Target Action
03

10-Year Compounding Trajectory (Human + Machine Model)

Smoother volatility curve, protected capital, and superior risk-adjusted Sharpe Ratio

First Global Quant Multi-Asset (CAGR ~15.4%, Max DD -11%)
Client Unhedged Portfolio (Violent Volatility, Max DD -49%)
The Silent Tax: INR Depreciation vs. USD
Decade Milestone INR/USD Rate 10-Yr Devaluation
Year 2004₹45.32Baseline
Year 2014₹60.50-25.1%
Year 2024₹83.60-27.6%
2034 Projected (3.5% p.a.)~₹118.00-29.1%
Generational Global Liabilities

Overseas higher education (Ivy League/UK: $400k+), international healthcare, and global tech lifestyles are denominated in USD.

A 12% nominal return in India is only ~7.8% in hard currency USD terms. Without global assets, your family's global purchasing power is steadily evaporating.

✓ First Global portfolios are naturally USD-hedged across 25+ global markets.