Mutual Fund Investments Made Easy for Everyone.

UpWealth is Goal-Based financial planning and mutual fund investing & advisory platform built  for people to secure their financial future & grow wealth. 

Save, invest & track all in one place.

UpWealth is your Investment Guru and your smart personal wealth manager with all-in-one solutions, built to help you to grow your money like an expert.

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Free Account Opening

Open your investment account at zero fees.

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Goal-Based Investing

Hassle Free Goal-Based Mutual Fund Investing.

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Bank Grade Security

Bank-level security to protect your details.

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Free Expert Financial Advice

Expert's Advice to tailor your financial plan.

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Happy Customers
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Popular Goals

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RETIREMENT PLANNING

This goal will help you to spend a quality retired life with our expert financial guidance.

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TAX SAVING

This goal will help you to save taxes by investing in the best Tax Saver Mutual Funds.

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SMART SAVINGS

This goal will help you to save smart and get higher returns than FDs and savings account.

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Why UpWealth?

Selling is not our objective
Advising is..

Our Expert financial advisers tailor your financial plan to your needs – not ours. Our goal is to provide you hassle free and secure investing opportunities to help you to achieve your Financial Goals. 

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Years of Experience
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Portfolio Managed

Let's plan your family’s financial future.

UpWealth helps you to do your complete financial planning, all from one place. We provide goal based mutual fund investments with expert advice so that you can plan and protect your family’s financial future.

Ready to put your money to work?
Start Investing in Mutual Funds

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Why wait to start growing your money? Download our app now.

Our mobile app gives you a comprehensive overview of your investments any time, anywhere. Now manage your upWealth account on our Android and iOS apps.

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