Vested Finance
Vested Finance: Business Model Canvas
The nine-block Business Model Canvas, filled in only where a public source states it — empty blocks mean we haven't found a citable fact yet, not that the answer is zero.
Value Propositions
"Vested becomes the first and only platform in India to allow direct investments in global mutual funds by retail investors," with a minimum ticket size of just $10, covering 50+ schemes from BlackRock, Vanguard and Franklin Templeton domiciled in GIFT City and Luxembourg.
sourceBasic plan: "0.25% of trade amount (Max: $35)"; Premium plan ($4.99/mo): "0.15% of trade amount (Max: $35)"
sourceCustomer Segments
"enables Indian retail investors to invest in the US stock market without the need to go through several layers of approvals"
sourcePlatform lets users "Transfer funds from your foreign or Indian bank account" and "Retain your account and holdings if you move back to India"
sourceCustomer Relationships
Hybrid model: "commission-free investing" for independent investors alongside advisory "pre-built portfolios called Vests" for guided investing.
source"Easy-to-read content" is part of the platform's approach to helping users understand global investing.
source"Paperless onboarding" and "Simplified fund transfers via partnerships with banks and remittance companies"
sourceChannels
Own platform at vestedfinance.com offering account opening, trading and portfolio access directly to Indian and NRI investors.
source"It has partnered with more than 25 stockbrokers, fintech firms, and wealth management firms, including Axis Securities, ICICI Bank, Kuvera, Angel Broking, and 5Paisa."
sourceKey Activities
Operates through "Vested Finance, Inc." (SEC-registered Investment Adviser) and "VF Securities, Inc." (member FINRA/SIPC) to legally serve Indian investors in US markets.
sourceVested Finance, Inc. manages the "Vests" managed portfolios across asset classes and geographies.
sourceSeries A funds were raised "to expand the team and launch new cross-border products"
sourceKey Resources
Key Partnerships
"It has partnered with more than 25 stockbrokers, fintech firms, and wealth management firms, including Axis Securities, ICICI Bank, Kuvera, Angel Broking, and 5Paisa."
sourceUS securities are held/executed through VF Securities, Inc., a FINRA/SIPC member, while Vested Finance, Inc. (SEC-registered Investment Adviser) manages the "Vests" model portfolios.
sourceVested Finance was a company in "the 2020 Techstars & Western Union Accelerator" cohort in Denver.
sourceRevenue Streams
"0.25% of trade amount (Max: $35)" on regular US stocks/ETFs; "0.5% of trade amount" on OTC securities
sourcePremium Plan: "$4.99/month", with trade fee reduced to "0.15% of trade amount (Max: $35)" on regular stocks/ETFs and "0.25% of trade amount" on OTC securities
source"investors will pay a fee of 0.25% of the investment value per transaction. Subscribers to Vested's monthly plan will enjoy a lower fee of 0.15%" on the new global mutual funds product
sourceLocal currency withdrawals "Free above $100", "$3 below $100"; USD withdrawals "$5 per withdrawal"
sourceCost Structure
FAQs on Vested Finance
What is Vested Finance's business model?
Vested Finance's core value proposition centers on Access to 10,000+ US stocks and ETFs, First platform for direct retail investment in global mutual funds, Low-cost, tiered brokerage pricing.
How does Vested Finance make money?
Vested Finance's cited revenue streams include Per-trade brokerage fee (Basic plan), Monthly subscription + reduced trade fee (Premium plan), Global mutual fund transaction fee, Withdrawal fees.