Equity Plans

If you are looking for high returns in the long-term and do not mind risk in the short term (< 2-3 yrs), you should invest in these portfolios.

Why invest in Equity Plans?

FORWARD-LOOKING equity portfolios across multiple opportunities that exist in the market today.
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Upwardly Equity Plan

Recommended portfolio of funds selected by Upwardly Advisory team
3 Yr 2 MoDoubled Money
24.3 %Returns (15 Yr)
> 3 YrsHorizon
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Tax Saving Plan

Invest in top performing ELSS funds to save hard earned money.
4 Yr 8 MoDoubled Money
15.8 %Returns (15 Yr)
> 3 YrsHorizon
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Large Cap Plan

Chosen portfolio of Bluechip companies. Track record of high & predictable returns.
4 Yr 11 MoDoubled Money
15 %Returns (15 Yr)
> 3 YrsHorizon
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Flexi Cap Plan

Invest in dynamic portfolios of the top fund managers. Invest like an insider.
3 Yr 2 MoDoubled Money
23.9 %Returns (15 Yr)
> 3 YrsHorizon
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Dynamic Asset Allocation

Untold strategies of millionaires. Ride the marker like a Pro
5 Yr 2 MoDoubled Money
14.3 %Returns (15 Yr)
> 3 YrsHorizon
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Top Balanced Funds

Double benefits of lower risk with big returns
4 Yr 11 MoDoubled Money
15.1 %Returns (15 Yr)
> 3 YrsHorizon
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Small & Mid Cap Plan

Higher potential returns than Large cap but higher risk
3 Yr 4 MoDoubled Money
23 %Returns (15 Yr)
> 5 YrsHorizon
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GST Theme Plan

Invest in companies from sectors that will benefit the most from GST. Be ahead of the game.
3 Yr 1 MoDoubled Money
24.8 %Returns (15 Yr)
> 3 YrsHorizon
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Smart City & Infra Plan

Invest in companies that will benefit most from Govt. spending on Infra.
2 Yr 11 MoDoubled Money
26.5 %Returns (15 Yr)
> 5 YrsHorizon

Know before you Invest

HorizonStay invested for a duration of not less than 5 years to maximise your returns from these tailored portfolios
Lock-InNo Lock-in (except ELSS). You can invest anytime and withdraw any time you want. 3 year Lockin for ELSS funds
Tax ImpactGains are taxed @15% if withdrawn before 1 year. Gains (in excess of ₹1 lakh p.a.) are taxed @10% if withdrawn after 1 year. Gains withdrawn up to ₹1 lakh in a financial year are exempt from income tax

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