‘Robo advisory space in India could see consolidation’

This article was first published on Morningstar. Founded by Prateek Mehta, Prithvi Raj Tejavath, Shashank Agrawal, and Vivek Agarwal in December 2015, Bengaluru-based online investing platform Upwardly has built assets under advisory of Rs 400 crore in just two years.  In an interview with Ravi Samalad, Prateek Mehta spoke about how they are attracting digitally savvy first-time mutual fund investors. Your company …

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Best Large & Mid Cap Funds to invest in 2018 – 2019

What are large & mid cap funds? SEBI in its October 6, 2017 circular laid down 5 broad and 36 sub-categories for mutual funds. It has also described each scheme’s characteristics. It defined the large & mid cap funds category as an open-ended equity scheme investing in both large-cap and mid-cap stocks. According to SEBI, a …

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Can NRI invest in Mutual Funds?

“You can go other places, all right, you can live on the other side of the world, but you can’t ever leave home” – Sue Monk Kidd, The Mermaid Chair. Sue Monk Kidd truly said that you can’t really be away from home. Home is a place where one can grow freely. Now you have …

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Best Mutual Funds to Invest in 2018 – 2019

Upwardly presents to you the top 10 equity mutual funds for 2018 – 2019     We are close to completion of half the financial year of 2018-19. If you haven’t already invested then it’s not too late to invest. Investing in mutual funds SIP for the long term is a good habit you can pick …

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Best Performing Mutual Funds

Upwardly presents to you the Top 10 best performing mutual funds for 2018 – 2019     Investing in Mutual Funds is with Upwardly’s recommended list of top 10 Mutual funds in India for 2018. 1. Reliance Small Cap Fund This is one of the rare funds in the equity space which has beaten its benchmark as well …

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5 Best ELSS tax saving Mutual funds for 2018 in India

Upwardly presents to you the Top 5 ELSS mutual funds for 2018 – 2019     Here are Upwardly recommended top 5 ELSS mutual funds you can invest in 2018. 1. Aditya Birla Sun Life Tax Relief 96 One of the oldest ELSS funds, this fund has generated outperformance over the last 5 years. The fund follows a multi-cap, bottom-up …

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7 Most Read Blogs on Upwardly in 2017

Here’s what our readers loved the most on our blog in 2017! Why Did Real Estate Investments Work for My Parents and Why It Won’t for Me: This is a topic close to the heart of many of our readers. It looks at why investing in real estate worked for older generation and what are the …

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