Invest in the biggest brands in the world

Bajaj Financial Securities Limited
partners With Vested

We have partnered with Vested Finance, an SEC-registered Investment Adviser, to provide access to US stocks and ETFs.

We also offer curated portfolios based on a theme or a strategy. With one click, you can now easily diversify your portfolio.

Simple Process

  • 1
    Get your Vested
    account online
  • 2
    Fund your account
    post KYC approval
  • 3
    Invest in US stock
    market with ease

Features

Fractional investing

Begin your investment with as low as $1. You can buy fractional stocks or ETFs based on the capital available and participate in the growth.

Online account opening

Completely digital process to open your account easily and swiftly.

Seamless fund transfer

Transfer your funds easily, anytime, anywhere with no minimum balance.

Objective based baskets of Stocks/ ETF

Curated theme-based stocks/ETF baskets to match you risk profile with dynamic re-balancing.

Zero Commission

Now trade smartly on Mobile & Online platform at $0 commission*.

*Commission-free trading means $0 commission trades placed on self-directed accounts via mobile devices or web. Keep in mind, other fees (such as wire and FX conversion fees) may still apply.

Safe & Secure

With 256-bit encryption and SSL based security your investment is also protected by state-of-the-art log-in methods, automatic logouts and ID verification. Also, Each account is insured upto $500K by SIPC and upto $250K by FDIC.

Pricing

Feature

  • Subscription charges
  • Account opening fee
  • Zero Commission Investing
    Commission Disclosure
  • Vest upfront fee
  • Withdrawal Fee
  • Access to purchase
    additional Vests

Premium

  • INR 2,500/ year
  • ₹0
  • Included
  • $0/ purchase
  • 1 free withdrawal per year
    $11 / withdrawal thereafter

Investing in US – All you need to know!

  • Can investor from India invest in the US?

    YES! Under the Liberalised Remittance Scheme (LRS), the Reserve Bank of India (RBI) allows an Indian resident to invest up to USD $250,000 per year in overseas markets.

  • In order to open an account, you will need your PAN number, an image of your PAN card, and proof of address (You can use Aadhar card, your utility bill, mobile phone bill, bank, or credit card statement. Note: All bills and statements must be within the last 3 months and must have your name on it). The whole process is paperless and can be completed in minutes.

  • On the Vested platform you can invest in either full or fractional shares. When your investment is in full shares, our broker partner (DriveWealth) will route the orders to market centers on an Agency basis. When the investment is fractional shares, our broker partner will satisfy the order from its own account, on a Principal basis, at the National Best Bid or Offer (NBBO). NBBO means that DriveWealth cannot add margin to the price. So, if the market price of 1 share of Amazon is $1000, and you purchase 0.1 share of Amazon, you will pay $100 for the 0.1 share. Any orders for both full or fractional shares will be executed via both methods, part as Agent and part as Principal.

  • Instituted by the RBI, the LRS is a set of policies that governs the maximum amount and purposes of remittance. Under the LRS, an individual can annually send up to USD $250,000 abroad without seeking approval from the RBI. The LRS has made it easier for Indian residents to study abroad, travel, and make investments in other countries.

    For the most up to date regulations regarding the LRS please visit here. Please see article 6(iii) for specific LRS regulations regarding investments in equity.

  • Investments in US equities must be made in USD. You must wire (remit) USD to Vested’s partner bank in the US to fund your account. In order to do this, you must fill out an LRS form (it’s called the A2 form) and submit it to your bank. Do not worry! We will make this process easy for you. When you sign up on our platform, we will guide you through this process. Please note that there are costs involved in the fund transfer process. These costs vary according to the bank you use. For example, there is a fixed cost of between INR 500 - 1500 per fund transfer.

  • For our users there are two types of taxation events: (1) Taxes on investment gains: You will be taxed in India for this gain. You will not be taxed in the US. The amount of taxes you have to pay in India depends on how long you hold the investment. 24 months is the long-term capital gain threshold and the tax rate is 20% with indexation benefit. Below 24 months is short-term capital gain and is taxed according to your income tax slab (2) Taxes on dividends: Unlike investment gain, dividends will be taxed in the US at a flat rate of 25%. Fortunately, the US and India have a Double Taxation Avoidance Agreement (DTAA), which allows taxpayers to offset income tax already paid in the US. The 25% tax you already paid in the US is made available as Foreign Tax Credit and can be used to offset your income tax payable in India.