What Happens to My Vests Investments? | Vested

I invested in Vests earlier. What happens to my investments now under Managed Portfolios?

Your investments have been seamlessly transitioned into Managed Portfolios. The holdings and allocations remain the same. The only difference is the branding and the introduction of a clear AUM-based advisory fee structure, which is disclosed for each portfolio here.

The rebranding does not require any action on your part. Your investments, SIPs, and transaction history remain intact. The change improves transparency by clarifying that these are professionally managed, advisory-driven portfolios with AUM-based fees.

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    • Can I set up or stop an SIP in Managed Portfolios?

      Yes. You can start a recurring investment from either the Managed Portfolio details page (by selecting Create Recurring Investment) or from the Recurring Investments dashboard. All active SIPs, including those in Managed Portfolios, stocks, and ETFs, ...