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HOW IT WORKS?

The simple way to grow your money like an expert.

Growing your wealth has never
been easier before

How UpWealth Works?

UpWealth is a Goal based Mutual Fund investment platform which aims to help you to achieve your personal financial goals, whatever they may be in a straightforward and simple way. We help you by placing your financial goals right at the center of our advice process and aims to build your financial portfolios based on your individual goals.

Throughout our lives, we have many different goals that we would like to achieve but we never do any financial planning which will help us to reach those goals. Our goals-based approach to investing  will help you to identify and prioritize your financial goals and ensure they are on right track by investing in best performing mutual funds with our expert’s advice.

TAKE CONTROL OF YOUR INVESTMENTS

Achieve your financial goals with
our intelligent solutions

UPWEALTH

Before investing take UpWealth's free Risk Profile Assessment.

An investor's risk profile is an evaluation of an individual's willingness and ability to take risks before doing any investment. A risk profile is very important for determining a proper investment asset allocation for a portfolio.

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Get your e-KYC done, the whole process can be completed in just 5 minutes.

KYC is a government regulation for most financial transactions in India. You cannot invest in a mutual fund if you have not undergone the KYC. It's simple and fully online so you can complete our e-KYC process in just 5 mins.

investment-ready

Select financial goals that you would like to achieve & start investing & monitor the progress of all investments.

Choose your personal financial goals, whatever they may be and we will help you to make it a reality. You can also track & monitor the progress of each goal through our detailed portfolio dashboard. Happy Investing!

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As you invest for tomorrow, see what else we can do.

AUTOMATED PORTFOLIO REBALANCING

The objective of portfolio re-balancing is to establish better risk control and to help keep your investments aligned with your goals and risk tolerance.

REAL TIME GOAL TRACKING

Our trademark algorithms continuously monitors your investments & its performance to ensure you are on track to achieve your goal.

PERSONALIZED FINANCIAL REPORT

UpWealth's financial report feature get detailed report of your investments for you with a click of a button so that you can track the performance.

PERIODIC PORTFOLIO
REVIEW

Our work does not end after building your portfolio, we constantly monitor and review your investments in order to get maximum benefit from them.

EXPERT FINANCIAL ADVICE

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.

PERSONALIZED ASSET ALLOCATION

Asset allocation means spreading your investments across various asset classes. We do asset allocation of your portfolio as per your risk profile.

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  • Creintech Finserv Pvt. Ltd. Office #10, 3rd Floor, Rajwade Business Complex, Above SBI Bank, Katraj, Pune - 411046

  • +91 99700-22668

  • hello@upwealth.in