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.