Because no dream is too big.

image

Profitable

All said and done, you invest in mutual funds to give your money the best chance to grow. The purpose of investing is to not only earn returns, but earn optimal returns...

image

Secure

We know you have worked hard for the money you are investing. This is why the Upwardly platform is built using the best encryption protocols in the world. We use the BSE Star platform to...

image

Convenient

A lot ofpeople procrastinate investing in mutual funds because it involves a lot of paperwork. But thanks to Upwardly, those days are in the past. The investment process on Upwardly is...

image

Automated

Economic situations change. The markets go up and stocks become pricey. Interest rates fluctuate and make debt funds attractive. All of this is too much for any lay investor to...

HURRY! Introductory Offer - Zero Fee. Zero Brokerage.  Get your account today Create Now

Profitable

All said and done, you invest in mutual funds to give your money the best chance to grow. The purpose of investing is to not only earn returns, but earn optimal returns. This is why you need a portfolio that is built by experts and is best placed to earn the best possible returns as per your risk profile, time horizon and eventual goal. Upwardly has porfolios that have been constructed to meet different goals. All you have to do is tell us what you are dreaming about, and we'll give you a portfolio of funds that will help you fullfill that dream.



Time Tested Investment Strategy


Back-Tested for 20 yrs


Continuous Monitoring

Secure

We know you have worked hard for the money you are investing. This is why the Upwardly platform is built using the best encryption protocols in the world. We use the BSE Star platform to help you invest in mutual funds and your money is routed directly to the funds companies. Your data stays protected on Upwardly and your money is also in safe hands. Upwardly is a SEBI-registered advisor and an AMFI-authorized distributor.



Bank Grade Security


BSE Payment Gateway


Data Secure with CDSL

Convenient

A lot ofpeople procrastinate investing in mutual funds because it involves a lot of paperwork. But thanks to Upwardly, those days are in the past. The investment process on Upwardly is entirely paperless and online. We help you with Know Your Customer (KYC) compliance as well, if required. Investing on Upwardly is as easy as booking flight tickets and takes very little time.



100% Online


Zero Paperwork


Access Anytime Anywhere

Automated

Economic situations change. The markets go up and stocks become pricey. Interest rates fluctuate and make debt funds attractive. All of this is too much for ant lay investor to keep up to. Which is why you should invest with Upwardly. Your Upwardly portfolio keeps up with the changing times. We have designed and automated the portfolios to be invested optimally among the asset classes. Of course, the portfolio doesn't change on a dialy basis, but over a period of 6 months and 1 year. This makes the Upwardly portfolios not only gainful, but tax-efficient as well.



Say It & Forget It


Market Based Rebalancing


24/7 monitoring

HURRY! Introductory Offer - Zero Fee. Zero Brokerage.  Get your account today Create Now