# Vested Finance

Vested Finance is an Asset Manager based in India.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** India
- **Region:** Asia
- **Address:** India
- **Assets under management:** Undisclosed
- **Website:** vested.co.in
- **LinkedIn:** https://www.linkedin.com/company/vestedfinance

## Regulatory record

- **CRD number:** 299272
- **SEC file number:** 801-114441
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299272

## About

Vested Finance is a global investment platform that enables Indians to build diversified international portfolios. It offers US Stocks and ETFs, Managed Portfolios curated by an in-house research team, Private Markets access to pre-IPO companies, and Global Funds covering 50+ countries. The platform is built exclusively for global investing. Vested is registered as a FINRA member and a Broker Dealer called VF Securities, Inc.

## Questions

### Which products does Vested offer, and how do the minimums differ?

Vested offers four product lines: self-directed US stocks and ETFs with a $1 minimum; managed thematic portfolios constructed by an in-house research team, also starting at $1 with AUM-based pricing; pre-IPO private market deals — vetted opportunities such as OpenAI, SpaceX, and Stripe — with a $10,000 minimum; and over 500 UCITS and non-UCITS global funds spanning 50-plus countries from managers including BlackRock, Goldman Sachs, and Morgan Stanley, with a $10 minimum and no entry or exit loads. The sharp minimum jump at the private-markets tier separates the platform's retail and affluent-user economics.

### Is Vested Finance registered as an investment advisor or a broker-dealer?

Vested operates VF Securities Inc., a FINRA-registered broker-dealer in the United States, and does not present itself as a registered investment advisor. The managed-portfolio product is a thematic basket service, not discretionary portfolio management in the RIA sense — it is a non-discretionary wrapper, as implied by the self-directed brokerage structure underneath. The firm does not publicly disclose an SEC or SEBI RIA registration.

### How does Vested handle Indian tax compliance for global investments?

Vested provides one-click capital-gains and income reports formatted for Indian tax filings, which the firm highlights as a core utility. Global funds on the platform are structured as UCITS vehicles, which avoid the US estate-tax exposure that directly held US-domiciled securities can trigger for non-resident aliens. Indian investors remain subject to domestic capital-gains tax rules — short-term or long-term depending on holding period and asset class — and Vested does not offer tax advice, directing users to consult professionals.

### What is Vested's known posture on proprietary deal sourcing versus open-architecture access?

Vested curates private-market deals on a deal-by-deal basis — names like OpenAI, SpaceX, and Stripe appear as limited-time allocations rather than an always-open marketplace — while its public-markets and funds offerings are open-architecture. The firm does not run a proprietary fund or a balance-sheet investment vehicle; it acts as a distribution and custody platform that packages third-party assets for Indian residents. That model means the firm competes on access breadth and execution reliability rather than in-house investment selection.

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Last updated: 2026-08-11T15:08:32.892Z

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