Investing today is a source of income tomorrow.

Invest in your future with Expert Advice

Whether you’re new to investing or a seasoned pro, UpWealth helps you to invest like an expert in Mutual Funds based on your Financial Goals. We believe that you could and should be getting more from your money and your money should work for you as well. 

UpWealth helps you to invest in a wide range of mutual funds, chosen to help you earn better returns to achieve your financial goals within your risk level suggested by our expert team of financial advisers.

We don’t get paid to sell certain funds and we don’t have funds of our own, so our priorities are simple – We are committed to advice you that’s right for you and not for us.

Focus on your Goals

UpWealth’s Goal based investing is our proven approach which aims to help you to achieve your personal financial goals, whatever they may be in a straightforward and simple way. It 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.

The success of our goals-based strategy is not about outperforming benchmark returns but rather our success is measured by how well your portfolio is tracking against a stated goal and what you need to do to ensure they are on track to achieve your financial goals?
Atul Surana

Start investing in just 5 minutes

Answer a few questions for your Risk Profile and complete your e-KYC to activate your account.

Choose your financial goals & we'll suggest a portfolio with the right amount of risk for you.

Complete your investments with our secured payment options and watch your money grow.

We've made mutual fund investing quicker & easier than making a coffee..