Vested Finance, the US investment platform and a FINRA-registered US broker-dealer, has launched two additional pre-built Vests to enable retail investors to invest in globally diversified ETFs and futuristic technology stocks in partnership with Xumit Capital and Ethical Advisors.
It has been reported that Vests are curated portfolios that comprise stocks and/or ETFs and are constructed with different goals or specific themes in mind.
However, investing in Vests is similar to investing in passively managed mutual funds or PMS as it allows investors to choose the Vest based on their risk tolerance and theme rather than spending time studying specific stocks for global portfolio diversification.
Viram Shah, the Co-Founder & CEO of Vested Finance, said:
“Vested Finance has always strived to make global diversification options available to Indian investors in an accessible and cost-effective manner. Encouraged by the strong investor interest in US markets and the success of our recent Vest offerings, we are delighted to launch two new pre-built Vests in partnership with industry experts like Xumit Capital and Ethical Advisors.”
The report said that these new Vests offer customers an opportunity to invest in ETFs and futuristic technologies like metaverse, artificial intelligence, robotics, blockchain etc. The two new Vests will be in addition to the previously launched Bitcoin Vest, Third-party Vest, and DIY Vest, thus providing adequate diversification options in US markets.
Sumit Singh, the Managing Director of Xumit Capital, said:
“XCG – Global Balanced Portfolio is a diversified portfolio based entirely on index ETFs for passive investors. The portfolio is diversified across different geographies and asset classes, including equities, bonds, gold and real estate, thus providing reasonable risk-adjusted returns and a very low total expense ratio of 0.10% to 0.12%. For the set of Indian investors who want to get exposure to global market instruments for the first time, this portfolio provides a well-diversified combination of ETFs. As a long-term investment strategy for all-weather investors, the portfolio also provides growth potential, with two-thirds invested in US equities.”
Dick Mody, the Founder and CEO of Ethical Advisers, said:
“While investing, there is always merit in identifying pioneers in future technologies as early investors reap disproportionate rewards upon their success. However, the risk remains high. To balance the two, this Vest has a diversified mix of innovative companies involved in futuristic tech, metaverse, artificial intelligence, robotics, blockchain, 3D Printing, and innovative technologies.”
Thus, Vested Finance helps Indian investors to invest in US stock markets via multiple investment instruments like stocks, ETFs, and pre-built investment portfolios called Vests. Partnership with portfolio management experts enables Indian investors to diversify their portfolios in an even easier manner geographically. Vested Finance is a FINRA-registered US broker-dealer and the only Fintech platform operating in India that has obtained a license from FINRA, the regulatory body for brokers and dealers in the USA.