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Investing globally from India is no longer difficult.
Over the last few years, access to global markets has improved meaningfully, and Indian investors have steadily increased their participation.
At the same time, something else has become clear.
Many of the areas where innovation is happening today are global in nature and not fully represented in Indian markets. Artificial Intelligence, Electric Vehicles, SpaceTech, and Genomics are some of the themes where the companies driving change are largely outside India.
This makes it harder to get meaningful exposure through domestic portfolios alone.
As a result, more investors are starting with an idea rather than a stock. The starting point is no longer a company, but a theme.
But that leads to a different question.
How do you invest in an entire theme without having to research and pick stocks manually?
What is changing now
At Vested, a key focus for us has been to expand the range of global opportunities available to Indian investors.
As more investors start thinking in terms of ideas rather than individual stocks, the need is no longer just access to markets but access to a wider set of themes and strategies.
Our intent is to continue building in that direction, so that when you think about an idea, you are able to find a way to invest in it.
Managed Portfolios – earlier called Vests are portfolios constructed and managed around specific ideas, strategies, and allocations, rather than just a grouping of stocks.
View Managed Portfolios
The underlying product remains familiar, with the updated name reflecting more clearly what it represents – portfolios that are constructed and managed around specific ideas, strategies, and allocations, rather than just a grouping of stocks.
Over time, Managed Portfolios are meant to provide access to a wide range of professionally managed portfolios built around global themes such as Artificial Intelligence, Blockchain, SpaceTech, and more.
Each portfolio is constructed and actively managed by Vested’s in-house investment research team, with a clear framework guiding portfolio construction, monitoring, and rebalancing.
The team continuously tracks developments across the underlying themes and rebalances when required, ensuring that each portfolio remains aligned with its objective as markets evolve.
At the same time, DIY Vests remain unchanged. If you prefer selecting and managing individual stocks yourself, that approach continues without any change.
This update is part of that effort.
What Managed Portfolios offer
Managed Portfolios on Vested are designed to provide a structured way to invest across global themes, strategies, and risk profiles.
Instead of building and managing individual stock portfolios, investors can choose from a range of portfolios aligned to different ideas and approaches.
These portfolios are constructed and managed by Vested’s in-house investment research team, with clearly defined holdings and allocations. The team continuously tracks developments across the underlying themes and rebalances portfolios when required to keep them aligned with their objective as markets evolve.
At the same time, the experience is designed to be straightforward. Investors can explore available portfolios, understand what each one is built for, and get started without having to manage each position individually.
Types of portfolios available
Managed Portfolios are built across different themes and approaches, allowing investors to choose based on what they are looking for.
| Themes | What it focuses on | Examples |
|---|---|---|
| Megatrends | Long-term structural shifts shaping global markets | Artificial Intelligence, Electric Vehicles, SpaceTech, Genomics, Cybersecurity, Blockchain Ecosystem |
| Strategies | Research-backed investment approaches across market conditions | BlackRock Smart Beta, Moat, US Top 10, Bayfort |
| Multi-Asset | Diversified allocations across asset classes designed to balance risk and return | Global Multi-Asset Portfolios (Aggressive, Moderate, Conservative), Swensen, All Weather |
How costs are structured
One of the key considerations while investing globally is cost, especially as portfolios become more structured and actively managed.
With Managed Portfolios, the fee structure is designed to remain simple and predictable.
There is an annual management fee that typically ranges between 0.6% to 1% of assets under management, depending on the portfolio. This fee covers portfolio construction, ongoing monitoring, and rebalancing over time.
To make this clearer:
| Portfolio Type | Annual Fee |
| Multi-Asset Portfolios | ~0.6% |
| Other Thematic & Strategy Portfolios | ~1% |
Beyond this, there are no additional charges. There are no purchase or subscription fees, and no transaction or brokerage costs when investing through Managed Portfolios.
There is also no exit load or lock-in, allowing investors the flexibility to exit at any point based on their needs or market views.
How to get started
Getting started with Managed Portfolios is straightforward.
It begins with identifying the kind of exposure you are looking for.
For some investors, that may be a long-term theme, such as Artificial Intelligence or Electric Vehicles.
For others, it could be a broader approach, whether growth-oriented, balanced, or more conservative. The starting point is understanding what role the portfolio should play within your overall investing approach.
Once that is clear, you can explore the Managed Portfolios section on Vested, where you can find available portfolios.
This allows you to view different approaches side by side and understand how each portfolio is structured.
From there, you can review individual portfolios in more detail — what they are built for, how they are positioned, and whether they align with your investment objective.
Once you find a portfolio that fits, you can invest directly through the app.
