This is a representative sample of mutual fund managers on Vested and is not meant to be a recommendation.
This page contains information on investing in Global Mutual Funds via Vested. Mutual Funds mentioned on this page are offered through VF Securities, Inc. (member FINRA/SIPC). Alternative investment options outside of Global Mutual Funds, that are offered on other sections of the website are not FINRA regulated and not protected by the SIPC.
Why Global Mutual Funds?
Diversification
Get access to global markets and multiple asset classes
Actively Managed
Invest and forget. Let managers do the work for you
Global Asset Managers
Invest with leading names like Vanguard and BlackRock
No US Inheritance Tax
Undertake tax-efficient succession planning
Advantages of Investing with Vested
Over 50 Global Funds
Start with as low as $100
No Entry or Exit Load
Easy access along with transparent pricing #
Simplified Taxes
Detailed tax reports to make tax filing easy
Before making any tax or investment decisions, please consult your tax advisor.
Easy transfers
Deposit and withdraw funds with ease
Who Should Invest?
HNIs & UHNIs
Efficient wealth transfer without 40% estate tax for portfolio over $60K
Beginners
Start your global diversification journey with funds managed by experts
Transfer funds and start your global investment journey
This is a representative sample of mutual funds on Vested and is not meant to be a recommendation.
Here’s what our customers have to say
Abaneeta Chakraborty
Founder and Managing Partner, Abanwill Consultants LLP
Before Vested, investing internationally was quite a hassle. Their interface is very user-friendly and transfer of funds from India has been made easy. Most importantly, reports to file income taxes are also available at a click. The Management team is open to feedback and works on improving the platform continuously. I would recommend them to everyone who wants to make an international portfolio
Rakesh Rathod
Growth at Smallcase
I am thrilled to share my experience with Vested, the US investing platform. Since I started using Vested, my investment journey has been nothing short of exceptional. The platform’s user-friendly interface and powerful features have made investing in US markets accessible and efficient. Thanks to Vested, I have been able to seize opportunities and witness my investments grow.
Sanket Shanishchara
Head of M&A and Strategic Advisory
Simple stuff – easy to explore – not much complications – never faced any glitch – easy to track the portfolio – REALLY USEFUL FILTERS in Watchlist and Portfolio – easy transfer of USD – great content from time time. Perfect.
Hardik Dedhia
Co-founder at Ascent Health
Vested has been one the earliest and definitely one of the most user-friendly service helping investors like me to diversify their portfolio. I have never faced a single issue with either fund transfer, buying or selling stocks or even withdrawals back to my Indian account. I am a big fan of vested direct and also their tax harvesting feature which they introduced recently. ?Kudos to the team! Keep it up!!
Jothikumar Jayaraman
Delivery manager
I am delighted with Vested Finance’s exceptional services. Their user-friendly platform offers advanced tools and analytics, empowering informed investment choices. The team’s transparency, expert guidance, and educational resources are commendable. Their outstanding customer service makes them a true industry leader. Thank you for helping me achieve my financial goals!
Gaurav Porwal
SVP - Tata Digital
My journey with Vested started in 2020 while I was looking for a platform for seamless investing in US markets. In the universe of options, Vested stood out now and still stands out today. It has made the all the key processes like fund transfer, asset assortment/selection, portfolio allocation, etc. as seamless as possible and continues to evolve with great customer centricity. My best wishes to the team to keep out-innovating the competition and to build one of the finest investment platforms out of India for the world!
Dinesh Kumar
Founder-Director at Happy Software International
Great app to invest Globally. I like to invest in U.S.A stocks with both. Vested website and App. When I am in a hurry to check purchased stocks or have to invest quickly then i always use vested app. Vested team is also very much communicative. Thanks Dinesh Kumar Founder: Happy Software International
Indrapal Singh Randhawa
Software Consultant
I’ve been with Vested since 2019, one of the early ones. I was so grateful to have a commission free broker who enabled me to buy and sell US stocks while residing in India. I continue to enjoy the ease with which I can conduct serious business from my cellphone. Since I have a long term commitment to stay invested in my stocks, I am depending on Vested being my facilitator for the long term as well.
Your experience with the Vested Mutual Fund product may differ from the customers giving testimonials.
Frequently Asked Questions
Can Indian residents legally invest in Global Mutual Funds?
Yes, Indian residents can invest in Global Mutual Funds under the RBI’s Liberalised Remittance Scheme (LRS), which allows individuals to invest up to $250,000 per financial year in overseas assets, including mutual funds.
How is investing in Global Mutual Funds different from Indian mutual funds with international exposure?
Indian mutual funds with international exposure usually invest through feeder funds or ETFs and have limited access to global asset managers. Vested’s Global Mutual Funds give you direct access to funds managed by global giants like Vanguard and BlackRock with portfolio transparency and cost efficiency.
What are the tax implications for Indian investors?
Returns from Global Mutual Funds are subject to capital gains tax in India based on the holding period:
Short-term (held <24 months): Taxed as per your income tax slab.
Long-term (held >24 months): Taxed at 12.5% with indexation benefits.
Vested also provides detailed tax reports to simplify your filing process.
What currency risks should I be aware of?
Since these funds are denominated in USD, your investment is subject to USD/INR exchange rate fluctuations. However, this can also work as a hedge against INR depreciation and diversify your currency exposure.
Is there any lock-in period or exit load for these funds?
No, all the Global Mutual Funds offered through Vested are open-ended with no lock-in period or exit load. You can redeem your investment at any time without penalties, offering you liquidity and flexibility.