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Global Managed Portfolios. Designed For You.

A simpler way to invest with confidence and diversify with ease.

Get Started Managed portfolios are offered by Vested Finance, Inc, a SEC-registered Investment Advisor as well as other Third-Party non-affiliated SEC Advisors as noted. All investment decisions within Managed Portfolios are made solely by the investor, based on non-discretionary guidance.

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Managed portfolios are offered by Vested Finance, Inc, a SEC-registered Investment Advisor as well as other Third-Party non-affiliated SEC Advisors as noted. All investment decisions within Managed Portfolios are made solely by the investor, based on non-discretionary guidance.

Why Managed Portfolios?

Managed Portfolios on Vested are crafted by investment professionals designed to match your investment goals and risk profile, and are regularly monitored and rebalanced.

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Build a core portfolio with a mix of Global Stocks and Bonds

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Invest in high-growth themes (AI, Cybersecurity and more)

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Let professionals manage your portfolios with changing market trends

Core Portfolios

Core Portfolios blend Global Stocks, Bonds, and other assets into low-cost, risk-tailored strategies designed to balance growth and downside protection for long-term investors.

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Multi-Asset Class - Conservative

Focused on preserving capital and generating steady income, with selective exposure to U.S. and developed market stocks for modest long-term growth.

Min. Investment $10

Annualized Volatility 13.28%

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solid-foundations

Multi-Asset Class - Moderate

A balanced approach combining global equity exposure across U.S., developed, and emerging markets with bonds to support stable growth and manage risk.

1Y Return 4.09%

Min. Investment $10

Annualized Volatility 17.08%

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solid-foundations

Multi-Asset Class - Aggressive

A growth-oriented portfolio emphasizing global stocks, accepting higher market fluctuations to pursue greater long-term returns.

1Y Return 4.21%

Min. Investment $10

Annualized Volatility 18.99%

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Thematic Portfolios

Thematic portfolios help you express long-term convictions and capture growth from transformative trends shaping the future.

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Artificial Intelligence

This portfolio offers access to companies shaping the future through the development, integration, and application of AI technologies.

1Y Return 16.6%

Min. Investment $10

Annualized Volatility 34.23%

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solid-foundations

This portfolio offers exposure to companies providing cybersecurity solutions to address the rising security needs across industries.

1Y Return 27.49%

Min. Investment $10

Annualized Volatility 27.25%

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solid-foundations

This portfolio offers exposure to companies across satellite communications, aerospace, defense technologies, and space exploration.

1Y Return 106.1%

Min. Investment $10

Annualized Volatility 44.65%

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The above is for informational purposes only and should not be construed as investment advice or an offer to sell or a solicitation of an offer to buy any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. 1Y Returns are based on adjusted equity prices (including splits and dividends) and reflect gains from cash distributions, and do not include management fees for the Portfolios. Volatility indicates the change in value of a hypothetical investment in the Portfolios for the past 1 year.

Build your Global Portfolio with Experts

Explore All Managed Portfolios

Balance Stability with Growth

A two-tiered approach to investing combines the stability of our Core Portfolios with the higher growth potential of our Thematic Portfolios.

Core Portfolios help manage risk through balanced exposure to global stocks and bonds, while thematic portfolios let you invest in high-growth trends like Artificial Intelligence, Electric Vehicles, and Cybersecurity, potentially enhancing your overall returns.

How can I balance my Global portfolio based on risk appetite?

More Conservative More Aggressive

Total Value $5,000

Core Portfolio: Moderate 80%

Thematic Portfolios 20%

The Wealth Protector:

You balance risk and return with a mix of assets

Start Investing

For illustrative purposes only. This does not constitute a recommendation to purchase any security or investment advice.

Lower management fees - Keep more of what you earn

0.6%-1% Annual fee on AUM

$0 Purchase or subscription fees

$0 Transaction or brokerage fees

$0 Exit load
(No lock-in, exit anytime)

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.

Disclosure: These customers were not paid for their testimonials and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Our Partners

We empower partners including fintechs, brokers and distributors with access to Global Markets

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Frequently Asked Questions

What are Managed Portfolios on Vested?

Managed Portfolios are investment portfolios consisting of US stocks, global stocks, and ETFs. They are designed to simplify investing by offering professionally managed strategies tailored to your risk profile or investment themes.

How are Managed Portfolios different from picking individual stocks?

Unlike picking stocks on your own, Managed Portfolios provide instant diversification and are backed by research from investment professionals. They are built, monitored, and periodically rebalanced to stay aligned with your goals.

What is a Thematic Portfolio?

Thematic Portfolios are a type of Managed Portfolio that focus on long-term trends and sectors like Artificial Intelligence, Cybersecurity, Electric Vehicles, or Space Technology. They allow you to invest in themes you believe will shape the future.

What is the difference between Core and Thematic Portfolios?

Core Portfolios provide diversified exposure across US and global markets, aligned to your risk profile. Thematic Portfolios offer targeted exposure to high-growth sectors and megatrends. Together, they support a core-satellite investment strategy.

Can I invest in both Core and Thematic Portfolios?

Yes. You can combine a Core Portfolio for broad market stability with one or more Thematic Portfolios to express high-conviction views and enhance growth potential.

Who manages the portfolios on Vested?

All Managed Portfolios are built and reviewed by Vested’s in-house research team or trusted investment partners with experience in global asset allocation and sector-specific strategy.

What kinds of assets are included in these portfolios?

Portfolios may include US stocks, global equities, bonds, and ETFs. Thematic Portfolios specifically focus on stocks or ETFs that represent the chosen theme.

What are the fees for investing in Managed Portfolios?

We charge a low annual management fee for using Managed Portfolios. There are no hidden costs, and fees are transparently disclosed upfront.

Do I stay in control of my investments?

Yes. All Managed Portfolios are non-discretionary, meaning you approve any portfolio changes or rebalancing recommendations. You benefit from professional guidance while staying in control.

Are Managed Portfolios suitable for beginners?

Yes. Managed Portfolios are ideal for investors looking for a simplified, professionally guided way to gain exposure to US and global markets without the need to pick individual stocks.

Where I can additional information about Vested Finance as a firm and its services?

Additional information about our firm, including our services, fees, and possible conflicts of interest, is available in our Form ADV, which is available upon request or on this link.