“Cross-border investing is increasingly a macro call on reserve currency exposure.”
Maadhav Veer Singh
Founder, Burger Brewery
Maadhav Veer Singh is an Investment Principal at BTB Family Office, where he invests across consumer brands and vertical technologies. He is also a founder himself, currently building Burger Brewery, a fine-casual burger and beer brand across Delhi NCR and Mumbai.
Maadhav has been investing in global assets through Paasa for just over a year. What he took away from that year was not a story about the product. It was an observation about returns.
“Over the last 12 months, USD has appreciated approximately 10% against INR. For INR-based investors with USD-denominated exposure, this effectively creates an embedded currency alpha which complements the underlying asset returns.”
His framing: an Indian investor allocating globally is earning in two ways at once. The underlying asset appreciates in dollar terms, and the rupee's slide against the dollar adds mark-to-market gains on top.
“Creating a dual compounding mechanism.”
For someone who allocates capital professionally, this is what global investing has become: less a diversification checkbox, more a deliberate macro position.
“Cross-border investing is increasingly becoming a macro call on reserve currency exposure and currency-adjusted compounding. Family offices, institutions, and HNIs should access this mechanism for wealth preservation and growth.”
