​About this Live Session

​Global investing today is no longer about just picking individual stocks. More investors are starting to discuss global themes - Artificial Intelligence, Electric Vehicles, SpaceTech, and more.

​In this session, we will walk through how to approach global themes in a structured way and how Managed Portfolios can simplify the process of building and managing exposure to them.

​The session will focus on evaluating different types of portfolios, understanding their underlying thesis, and deciding which fit within your investing approach.

​​​Key Agenda

• ​How global investing is shifting from stocks to themes

• ​What makes a theme investable (beyond just an idea)

• ​Understanding Managed Portfolios — structure, approach, and use cases

• ​How to evaluate a portfolio: risk, thesis, and underlying holdings

• ​How to use Managed Portfolios alongside your existing investments

​Speakers:

​Sumit Kumar brings close to 8 years of experience across wealth management, portfolio strategy, and equity markets, and currently leads Portfolio Research at Vested.

​He was previously part of J.P. Morgan Chase’s Wealth Management team, where he managed approximately $11 billion in AUM across 5,000 client accounts, with a strong focus on tax-loss harvesting and portfolio rebalancing.

​Before that, he was with Goldman Sachs in Management & Strategy, covering U.S. derivatives and equity markets. His work included sell-side analysis, market research, and tracking competitive dynamics.

​Parth Parikh, Head of Content and Education – Vested

​Parth Parikh leads content, growth, and community initiatives at Vested, where he helps Indian investors understand and access global markets. His work focuses on US equities, ETFs, global mutual funds, and private market opportunities, with an emphasis on simplifying complex financial concepts into practical insights.

​Prior to Vested, he worked at Finsire in the secured-lending and financial infrastructure space, and earlier spent several years at FinShiksha teaching finance and designing structured, application-oriented learning programs. He is a regular contributor to Indian Express and Financial Express, and has conducted training sessions for institutions including Kotak Securities, Motilal Oswal, Nippon Mutual Fund, JPMC, CRISIL, and leading IIMs and IITs.