bank grade security

Design a
        better life

300+ Crores Invested. 500+ Cities pan india

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Walk before you can run

Want to invest in mutual funds, but don't know...

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Find the best mutual funds for your needs

Best equity mutual funds 2017

Best debt mutual funds 2017

Best tax savings mutual funds

25% se jyada return

Top funds for < 1 yr

Top funds for 1-3 yrs

Invest for >3yrs

Invest for >5yrs

Top Small & Midcap Mutual Funds

Top Balanced Equity Mutual Funds

Top SIP Mutual Funds

Invest in Safe Mutual Funds

What are mutual funds?

Is there any tax on Mutual Funds?

How to invest in mutual funds?

Which Mutual Fund schemes should I Invest in?

What is Goal-based investing?

They Love Us! Here's Why

Read what our customers have to say about it

A better life means

Where should you invest?

Let's compare popular options. You decide.

Monthly investment


For a period of 25 YRS would have accumulated to

@3% after taxes
Bank: Bank savings account yields ~3% post-tax returns
savigns account
Fixed Deposit
@4.9% after taxes
Fixed Deposit yields ~4.9% post-tax returns.
@5.5% after taxes
Gold. In the last 25 years Gold has given an annualized returns of 5.5%.
@8.2% after taxes
Sensex. In the last 25 years SENSEX has given an annualized return of 8.2%.
@15.04% after taxes
Upwardly. Investing using Upwardly's proprietary investing model,
back-tested for the last 20 years of market data.
Upwardly logo

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

How it works

As easy as booking tickets online

step 1

Choose a goal or create a custom one and our algorithm will design a portfolio personalised just for you

step 3

Sit back and relax as we monitor your investments 24x7, round the clock, till the goal is achieved

mobile steps
step 2

Invest in Systematic (SIP) plan or one-time, directly via our BSE (Bombay Stock Exchange) gateway. It's 100% safe & secure

step 4

We automate sophisticated services (re-balance, accelerate or switch) so that all you do is click to approve

Upwardly Recommended Goals. Give it a shot.



Portfolio strategy used by Millionaires

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.

Market beating performance

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.


24x7 portfolio management = Stress free investing

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.

India's most advanced investment platform

bank grade security
Bank grade security

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.

Life time protection
Lifetime protection

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.


We use sophisticated algorithms privy only to Ultra-HNIs and make it accessible to you seamlessly. Our algorithm manages your investments 24x7, round the clock. Based on market conditions we re-balance, re-work your portfolio. 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!

Upwardly in NEWS


Fund Partners

Platform Partners

SEBI Registered Investment Advisors INA200006804
AMFI Registered Distributor ARN-112426
BSE Star
100% Secure Payment Gateway BSE member code: 11028
Morning Star
Data Partner