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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.
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!