Global Funds (UCITS) vs US ETFs: Which one should an Indian investor pick?
About this Live Session
For Indian investors looking to invest globally, choosing between Global Funds (UCITS) and US ETFs can be an important decision. Both can provide international exposure, but they differ in structure, taxation, costs, accessibility, and the markets they cover.
In this session, we will compare Global Funds (UCITS) and US ETFs to help investors understand how each option works and what to consider before investing. We will look at their underlying exposure, costs, taxation, currency considerations, and suitability for different investment goals.
The session is designed to help Indian investors make a more informed choice between UCITS funds and US ETFs based on their portfolio and investing approach.
Key Agenda
What are Global Funds (UCITS) and US ETFs, and how do they work?
Comparing diversification, market exposure, and investment options
Understanding differences in costs, structure, and accessibility
Taxation for Indian investors and key compliance considerations
Currency exposure and other practical factors to consider
Which option may suit different investment goals and risk profiles
Common mistakes to avoid when choosing between UCITS funds and US ETFs
Speakers
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.
Samveg Thaker has over five years of personal investing experience and holds a Mutual Fund Distributor license. He is currently a Senior Product Manager at Vested, where he has spent the last two years working on products for Global investors. Prior to this, he worked as a Product Manager at Alpaca, a US-based clearing broker, and earlier as an Engineer at Microsoft. He has also consulted global investing startups across Asia and the GCC, giving him practical exposure to how investing platforms and investor behaviour differ across markets.