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Nov 8 2019

Upwardly: Invest in Best Mutual Funds Online, investing india.

#Investing #india



Invest in best Mutual Funds

Want to invest, but don’t know.

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Check if you are investment ready

Explore Investment Options

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Advanced EquityВ

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Tax Saving FundsВ

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Invest money safelyВ

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Top mutual fundsВ

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Buy Digital GoldВ

A better life means

A vacation every six months

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Best vacations are always Free!

We don’t promise you that, but we promise you vacations free of stress!

A vacation in Maldives at the cost of Goa. Plan and we’ll get you started within 5 minutes.

Freedom to buy a house of your choice

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Whether it’s the down-payment or the full amount,

design the goal and leave the rest to us.

You could get a 3BHK for the price of a 2BHK. Sounds good?

Make your money work for you

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Don’t work for money; make money work for you

Rs.1000 invested monthly for 30 yrs could give you Rs. 1.4 Crores!

Having money for a rainy day

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Emergencies do not come with an appointment.

Park some money, every month, in your emergency fund.

Quick SIP calculator

For a period of 25 YRS would have accumulated to

3.31 Crore

*Estimation is based on average historical return of top equity funds. This is to facilitate informed decision making for investors. Actual results may vary.

They Love Us! Here’s Why

“Upwardly has got it right with their Fund rankings”

I really like Upwardly’s Fund rankings and investment strategies. I was able to easily set up Systematic Transfer Plans on their platform and invest in Equity Mutual Funds in a prudent way.

Investing india

Dipanjan Basu, 38, Married with Kids

“Upwardly has shown me a wiser way of Investing”

Upwardly gave me excellent low risk strategies with Debt Mutual Funds where I could get much better returns than Bank Fixed Deposits and savings accounts.

Investing india

Atul Kabra, 41, Married

Founder – Cyber Security Firm

“The only Investment instrument I knew was FD”

I graduated from Bank Fixed Deposits and ULIPs with Upwardly’s advise. Now I am getting much better tax efficient returns.

Investing india

Rina, 41, Married with Kids

Head of Operations Planning, Jet Airways

How it works

Explore Investment Options

Investing india

Advanced EquityВ

Investing india

Tax Saving FundsВ

Investing india

Invest money safelyВ

Investing india

Top mutual fundsВ

Investing india

Buy Digital GoldВ

Why us

Portfolio strategy used by Millionaires

Investing india

Upwardly’s portfolio strategy, based on Nobel Prize-winning Modern Portfolio Theory, is tailored for the Indian Market. We create balanced and personalised portfolios for you based on your Investment Horizon and Risk Profile while accounting for the prevailing market conditions like Stock Markets performance (Price to Earning, Price to Book, Dividend Yield), Interest Rates, GDP growth Rates and other important macroeconomic factors.

Why us

Market beating performance

Investing india

Our proprietary investing model, based on Dynamic Asset Allocation, has consistently given substantially higher returns than the Markets over a period of two decades which includes multiple bullish and bearish cycles. We optimise your portfolio to offer maximum possible expected return for a given level of risk through careful selection of mutual funds using our proprietary ranking frameworks.

Why us

24×7 portfolio management = Stress free investing

Investing india

We continuously monitor your portfolio and recommend periodic rebalancing to maximise returns for you while taking into account prevailing market conditions, tax implications, switching and exit costs to meet your goals and aspirations. We offer you a flexible and convenient platform to track/switch/redeem/top up your investments at a click of a button from the comfort of your laptop or phone.

Bank grade security

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We take security very seriously, and that is the reason why we have chosen some of the best encryption protocols in the world. Your data is safe, secure and only accessible by you. Your investments are routed through the BSE platform, and your funds do not even touch the Upwardly system. We are SEBI registered investment advisor and AMFI authorised distributor.

Lifetime protection

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Your investments are held with Mutual Fund Companies, and you receive independent confirmations from them for all investments made through our platform. Also, CDSL keeps a record of all transactions made by you, under your PAN. If anything happens to us, all your investments are safe. You will receive monthly notifications from CDSL as well.

Convenience

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Our algorithm manages your investments 24×7, round the clock. Based on market conditions we re-balance, re-work your portfolio. We use sophisticated algorithms privy only to Ultra-HNIs and make it accessible to you seamlessly. We are 100% online, and there is no more demat account or 100 plus signatures required to get you started as we get you started in under 5 minutes!



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