Best Investment options for NRIs for Large One-Time Investments

Smart Transfer Plan (STP)

Long term growth | 5+ Years | 6-8% Returns | No lock-in

Best used for Large One-Time Investments.

Through an Upwardly Smart Transfer Plan you can start a lumpsum investment for long term growth and time your investments smartly in a volatile market. 

How does it work?

The plan invests a lumpsum amount in liquid funds which is moved to equity funds gradually.

Why choose the Smart Transfer Plan?

  • Beat Market Volatility: Reduce risk with cost averaging
  • Higher Returns: 2x returns from liquid funds than saving accounts
  • Best Funds: Invest in the best mutual funds curated by experts

Which mutual funds?

Your money will be first invested into best liquid funds and moved into equity funds.

Talk to your wealth manager today on Upwardly to know more and get started.

Principal Protection and Growth (PPG)

Growth with Safety of Principal | 5+ Years | 7-9% Returns | No lock-in

Best used for Alternative to FDs, Large One-Time Investments.

With Principal Protection and Growth plan you grow your wealth while aiming to keep your principal investment safe.

How does it work?

Your initial investment goes into top liquid funds. Their growth (return) is invested in top index funds, every month, instead of being re-invested in the liquid fund.

Why invest in Principal Protection and Growth plan

  • Safe and Flexible:  As safe as FD and you can stop or withdraw at any time.
  • Growth: This combination of Liquid and Index funds can give you up to 20% more returns* than FDs. Liquid funds offer better returns than savings deposits, and Index funds help you tap into market growth.
  • Better Taxation: Instead of 30% tax on FD returns, you get indexation benefit on liquid fund returns and pay only 10% tax on index fund returns

Which mutual funds?

Your money will be first invested into liquid funds and moved into equity funds.

Talk to your relationship manager today on Upwardly to know more and get started.

*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. The returns used here are for the purpose of illustration. Actually returns may vary
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