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Over the last few years, there’s been a clear shift: more and more investors are exploring opportunities beyond India, using the Liberalised Remittance Scheme (LRS) to expand their portfolios internationally.
The majority of that has gone into U.S. equities, which, while important, represent roughly 50% of the world’s market cap. India, by comparison, accounts for less than 4%. That means most Indian portfolios are still missing exposure to a large chunk of global growth.
The risks of staying concentrated are equally real. Economies don’t move in sync. When one market slows, another may thrive. Diversification across countries, sectors, and asset classes has been repeatedly shown to improve long-term returns while reducing volatility. Yet for most investors in India, going truly global has been difficult with limited feeder funds, high costs, and the complexity of managing multiple products.
That’s why we are excited to launch Global Funds on Vested.
With Global Funds, you can invest across 50+ countries and multiple asset classes in a single step, with portfolios managed by world-class firms like BlackRock, Vanguard, and Fidelity International. You don’t need to track every market yourself as professional managers do most of the heavy lifting, while you gain the benefits of a diversified, global portfolio. More importantly, you can invest with just $10.
In this blog, we will walk through why Global Funds matter, what makes them different, who they are built for, and how they fit into your portfolio.
Beyond diversification: What do Global Funds really achieve?
As an investor, you might be thinking “I get it, diversification is important. But what else do Global Funds actually do for me?”
That’s a fair question. Diversification is the headline benefit, but it’s not the whole story. Here are a few ways Global Funds go beyond simply spreading your money across markets:
- Professional management: With Global Funds, you are not just buying a basket of global stocks. You are getting the collective experience of managers at firms such as BlackRock, Vanguard, and Morgan Stanley, who actively rebalance portfolios as markets shift.
- Access to otherwise hard-to-reach assets: Think global bond markets, sector-focused strategies, or balanced funds. These aren’t easily available to Indian investors through direct investing but become accessible through Global Funds..
- Tax-aware investing: Global Funds are structured to be tax-efficient for Indian investors. No US inheritance tax, and simplified reporting by Vested makes long-term wealth planning smoother.
- Ease of participation: With Global Funds, you can start investing with just $10. And with Vested, the investing process is simple and seamless.
So while diversification reduces risk, the bigger achievement is peace of mind. You know your global exposure is being looked after by professionals whose full-time job is to manage it.
Who is Global Funds for?
Every investor’s journey is different, but the need for global exposure cuts across experience levels. Global Funds are built to fit naturally into different stages of investing:
- If you’re new to global investing: Taking the first step in your global investing journey can feel overwhelming. Global Funds give you a ready-made, diversified entry point where the heavy lifting is done by professionals.
- If you already invest in US stocks or ETFs: You have taken the first step in going global, but your exposure may still be concentrated. Global Funds let you go beyond the US into Europe, Asia, emerging markets, bonds, and more, without having to manage each allocation yourself.
- If you’re planning long-term wealth transfer: For HNIs and families, succession planning is as important as returns. With no US inheritance tax through Global Funds and efficient tax reporting by Vested, Global Funds makes cross-border wealth management simpler.
What this means is simple: Global Funds aren’t a niche product. They are designed to be flexible enough to complement any portfolio whether you are starting small, diversifying further, or building wealth.
How to invest through Vested
Getting started with Global Funds on Vested is designed to be simple and seamless. Basically, everything sits within your existing Vested experience.
Here’s how you can start:
- Log in to your Vested account
Head to the Global Funds section, now live on the app and web platform. - Browse curated global funds
Explore 50+ options from leading asset managers such as BlackRock, Vanguard, PIMCO, and Morgan Stanley. Each fund comes with details on its strategy, holdings, and performance so you can make an informed choice. - Choose your fund and invest
Select the fund that aligns with your goals. You can begin with as little as $10. No lock-ins, entry or exit load levied. - Track and manage with ease
Once invested, you will be able to see your investment alongside your US stocks and ETFs within the Vested dashboard. Withdraw or add to your investments anytime, with simplified tax reporting built in.
In other words, you don’t have to change the way you use Vested. We have simply expanded global investing opportunities available to you, making it just as straightforward to invest globally as it is to invest in the US.
Regulatory and taxation aspects
Whenever you invest globally, two questions naturally come up: “Is this regulated?” and “How will it be taxed?” Global Funds on Vested are structured to give you peace of mind on both fronts.
- Regulatory compliance: Global Funds are offered through VF Securities Inc., a US-registered broker-dealer. Investments are made under the Reserve Bank of India’s Liberalised Remittance Scheme (LRS), the same route that allows Indian residents to invest up to $250,000 abroad each year. This means your investments are fully within the scope of Indian regulations.
- Tax treatment: For Indian investors, taxation on Global Funds is treated the same way as foreign funds:
- Short-term capital gains (held for less than 24 months) are taxed as per your income tax slab.
- Long-term capital gains (held for 24 months or more) are taxed at 12.5%.
- Importantly, Global Funds avoid US inheritance tax, which can be as high as 40% on direct US holdings making them especially relevant for long-term wealth transfer.
- Simplified reporting: Vested provides tax documents that make it easier to report your global investments while filing returns in India. No complex paperwork or multiple sources to reconcile.
A new chapter in global investing with Global Funds
With Global Funds, you no longer have to stop at US stocks or settle for limited feeder funds. You can now access 50+ countries, multiple asset classes, and world-class fund managers, all through one simple step on Vested.
For some, this will be the first gateway to international markets. For others, it’s the missing piece that makes their portfolio truly diversified. And for long-term planners, it’s a tax-efficient way to build and transfer wealth across generations.
Global investing doesn’t have to be complex. With Global Funds, it is now simple, professional, and accessible.
Start your global diversification with $10
Investment Disclosure: “Mutual funds are offered through VF Securities, Inc. (member FINRA/SIPC). Investing in mutual funds involves risk, including possible loss of principal. Past performance does not guarantee future results. Investors should carefully consider a fund’s investment objectives, risks, charges, and expenses before investing. Prospectuses containing this and other important information are available upon request. Please read carefully before investing.”
Tax Disclosure: Tax treatment of investment income and gains may vary based on individual circumstances. Vested and VF Securities, Inc. do not provide tax advice. Investors are strongly encouraged to consult their independent tax advisor regarding their specific tax situation before making any investment decisions.
