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We are Vested
Vested is a US Securities and Exchange Commission Registered Investment Adviser (see risk disclosure). You can view our registration here. We have partnered with DriveWealth, LLC that is a member of FINRA, SIPC and uses custodian services provided by Citibank.
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Investors and Partners
We partner with several great organizations that help us ensure our security and provide the best experiences for our users.
About Prabhudas Lilladher
Nearly 8 Decades of powering Financial Growth
We are delighted to introduce PL-Vested, an international investing service, for our clients - Yet another initiative in line with our unwavering focus on innovation and customer delight!
Prabhudas Lilladher is one of India’s most respected, full stack, financial services groups with a mission to be “India’s Preferred Financial Services Provider”.
Our legacy is built on our value pillars:
Today, PL’s clientele base is widespread globally and domestically with over 1 Lac + domestic retail clients and a sizeable footprint in India with over 700+ Progress Partners in over 150+ Cities. Together with a team of dedicated experts and a nationwide distribution network of branches, franchisees and associates.
Industry Leading Expertise Proven By Numerous Awards & Accolades
A unique offering of curated portfolios comprised of stocks and ETFs by Vested to diversify your assets
Vests are constructed with different goals or themes in mind. Some Vests are built to enable investors to invest into diversified core assets that balance performance and downside protection, while other Vests are theme based, enabling investors to narrowly focus their investments on specific industries or core themes.
Pricing and Features
Unlimited Commission Free Investing
Note: Other fees such as wire and FX conversion fees may still apply.
Feel free to reach out to us: email@example.com |9819577898
Feel free to reach out to us: firstname.lastname@example.org
Prabhudas Lilladher’s Disclosure
PL Distribution Company Private Limited (PLDPL) is engaged in the business of distribution of third party financial products and services including but not limited to various insurance products.
PL’s role for the current context, is limited to a referrer where PL will introduce clients through a link hosted on the PL website leading to Vested Finance Inc., a US based SEC registered Investment adviser. Clients will be directly sharing their details by submitting the prescribed documents directly to Vested Finance Inc. on their portal. Once clients have been referred in such manner, they are solely responsible for any and all orders placed by them and understand that such orders are unsolicited, based on their own investment decisions.
PL or any of its employees, agents, principals, or representatives do not provide recommendations for any security, transaction or order, provide any investment advice, produce or provide any research to any user regarding any security transaction or order, handle funds or related securities or effect clearance or settlement of users trades or transactions done through the Vested Finance Inc. portal. All processes including KYC will be executed Vested Finance Inc. directly with client and PL shall not incur any personal financial liability.
As a referral agent PL earns a fee from Vested Finance Inc. upon successful business conversion of the referred customers.
Vested’s Risk Disclosure
Vested Finance Inc. is an investment adviser in Berkeley, California. Vested Finance Inc. is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Vested Finance Inc. only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Vested Finance Inc.’s current written disclosure brochure filed with the SEC which discusses among other things, Vested Finance Inc.’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. All investing carries risk. Past performance is not indicative of future returns, which may vary. Investments in stocks and Exchange Traded Funds (“ETFs”) may decline in value. Online trading has inherent risk due to system response and access times that may be affected by various factors, including but not limited to market conditions and system performance. An investor should understand such facts before trading. The risks associated with investing in international securities including US-listed American Depositary Receipts (“ADRs”) and ETFs that contain non-US securities include, among others, country/political risk relating to the government in the home country; exchange rate risk if the country’s currency is devalued; and inflationary/purchasing power risks if the currency of the home country becomes less valuable as the general level of prices for goods and services rises.
All information placed on this website is for informational purposes only and does not constitute as an offer to sell or buy a security. Further, any information on the website is not intended as investment advice. Certain hyperlinks or referenced websites on the Site, if any, are for your convenience and forward you to third parties’ websites, which generally are recognized by their top level domain name. Any descriptions of, references to, or links to other products, publications or services does not constitute an endorsement, authorization, sponsorship by or affiliation with Vested Finance Inc. with respect to any linked site or its sponsor, unless expressly stated by Vested Finance Inc.. Any such information, products or sites have not necessarily been reviewed by Vested Finance Inc. and are provided or maintained by third parties over whom Vested Finance Inc. exercise no control. Vested Finance Inc. expressly disclaim any responsibility for the content, the accuracy of the information, and/or quality of products or services provided by or advertised on these third-party sites.