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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. Our online platform enables investors from India to invest in US stocks and ETFs easily.
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About Centrum Broking
We are a full-service broking house offering a host of equity-oriented solutions to a cross-section of clients comprising high net-worth individuals and non-individuals. Our approach always has been in line with the group’s strategy which is client first. Centrum Broking provides holistic solutions for a client’s stock market needs – across equity broking, portfolio management and depository services. Our product suite covers:
Equities, Derivatives and Currencies
Mutual funds and Exchange traded funds
Primary market offers
Guided by the core principle of ‘Client First’, we believe every client’s requirement is unique. With this objective in mind, our offerings are built around providing client centric investment solutions.
Centrum Broking Limited (CBL) is a full-service, Stock Broking Company and a member of The Stock Exchange, Mumbai (BSE) and National Stock Exchange of India Ltd. (NSE) in addition to being an AMFI registered entity. CBLs role for the current context, is limited to a referrer where CBL will introduce clients through a link hosted on the CBL 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. CBL 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 by Vested Finance Inc. directly with client and CBL shall not incur any personal financial liability. As a referral agent CBL 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.