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About upWealth UpWealth is Goal-Based financial planning and robo-investing advisory platform built for people to secure their financial future. With the help of UpWealth you can setup personal financial goals and we help you get there on time. To help you to achieve your Financial Freedom, we have created UpWealth – Your Investment Guru!
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Founder & CEO
To be the finest private wealth management firm in the country by maintaining the highest standards of integrity, transparency, and competence.
India’s 5th largest Mutual fund distributor in terms of No. of transactions, offering a wide range of self and guided ways to invest in mutual funds online through web, App and Chabot.
Read moreProviding Life and General Insurance solutions through state of the art online platform and App backed by Gennext Insurance Brokers Pvt. Ltd., an IRDA registered Insurance Broking Company.
Read moreProviding Stock Broking solutions through trading platform, web and trading App. The platform offers investing as well as research based thematic stock basket products.
Read morePaperless Investment solution for secondary bonds, Fixed deposits and NCDs for the investors who wants to diversify their portfolio & looking for fixed income.
Read morePrudent Properties, a RERA Registered Property solution platform that provides Buy, Sell, Rent & Lease options for Residential & Commercial Properties.
Read moreWebsite that provides smooth access to finance through wide range of Retail Loan (Personal, Home & Loan against Properties) Loan Transfer and Credit Card products.
Read moreWhy 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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