They Love Us! Here's Why

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Dipanjan Basu, 38, Married with Kids

CFO, Myntra
Portfolio Investing

"I really like Upwardly’s Fund rankings and investment strategies. I was able to easily set up Systematic Transfer Plans on their platform and invest in Equity Mutual Funds in a prudent way."

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Atul Kabra, 41, Married

Founder - Cyber Security Firm
Portfolio Investing

"Upwardly gave me excellent low risk strategies with Debt Mutual Funds where I could get much better returns than Bank Fixed Deposits and savings accounts."

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Kishore Chandra, 32, Married with kids

Manager, Bank of America
Created own Portfolio

"I think Upwardly’s USP is their Equity Portfolios and ease of use. I could invest in the well diversified portfolio of Top Equity funds and set up the SIP totally online in a matter of few clicks."

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Gowri Kishore, 29, Married

Content Strategist, Urban Ladder
Portfolio investing

"I zeroed in on Upwardly as my investment platform of choice after testing out a bunch of other platforms. It's algorithm seems solid and I find their tools like MF calculator, SIP calculator super useful. Love using Upwardly!"

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Rohit Sahi, 29, Single

Management Associate, Philips
Goal Based Investing

"The Goal Based Investing feature has really simplified and streamlined my investment planning. I have started investing towards my Goal of Building Wealth for my upcoming Startup. Excellent support from the team."

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Lucky Talwar, 31, Married with Kid

AVP, Nestaway
Portfolio Investing

"I love the whole idea of goal-based investing. I never knew such small amounts could make such a big difference. I’ve started an SIP for a new car and I am already halfway towards a family holiday in Europe next year!"

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Poonam Kothare, 37, Married

Architect
Goal Based Investing

"I love their interface, super easy to use! The Mutual Fund rankings and the Fund related information on Upwardly is really helpful and concise and there is no need to do any external market research. I like their Goal based investments feature, gives a clear direction to investments."

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Rina, 41, Married with Kids

Head of Operations Planning, Jet Airways
Portfolio Investing

"I graduated from Bank Fixed Deposits and ULIPs with Upwardly’s advise. Now I am getting much better tax efficient returns."

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Dr. Sanjay Kapoor, 54, Married

Retired Medical Practitioner
Portfolio Investing

"I have graduated from Bank Savings to investing in Mutual Funds on Upwardly. I find their platform easy to use and simple to understand. Their Investment Counselling Team has been prompt with their support and in getting my order executed in no time. I have infact recommended my Son also to Upwardly for his investments"