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.
Free Account Opening
Open your investment account at zero fees.
Goal-Based Investing
Hassle Free Goal-Based Mutual Fund Investing.
Bank Grade Security
Bank-level security to protect your details.
Free Expert Financial Advice
Expert's Advice to tailor your financial plan.
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Popular Goals
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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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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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.
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.
New to Mutual Fund Investing?
Get a Beginners Guide to Mutual Fund Investing. This guide to Mutual Fund investing is designed to help you understand what they are, how they work, and things you may want to know before you start investing.
Investment Partners
