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About Us

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!

James Patterson

Founder & CEO

Our Vision/Benefits

To be the finest private wealth management firm in the country by maintaining the highest standards of integrity, transparency, and competence.

Services/Products

MUTUAL FUND

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.

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INSURANCE

Providing 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.

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STOCK BROKING

Providing  Stock  Broking  solutions  through  trading  platform, web  and  trading  App.  The  platform  offers  investing  as  well  as  research  based  thematic  stock  basket  products.

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FIXED INCOME PRODUCTS

Paperless  Investment  solution  for  secondary  bonds, Fixed  deposits  and  NCDs  for  the  investors  who  wants  to  diversify  their  portfolio & looking  for  fixed  income.

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PROPERTIES

Prudent  Properties,  a  RERA  Registered  Property  solution  platform  that  provides  Buy,  Sell,  Rent & Lease  options  for  Residential & Commercial  Properties.

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LOAN

Website that provides smooth access to finance through wide range of Retail Loan (Personal, Home & Loan against Properties) Loan Transfer and Credit Card products.

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Why choose us

Why 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.

Resources

FREE Financial Health

Checkup mutual

Funds Guide on Investing

Stock Broking

Partners

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    What our clients says?

    Maria Sharapovafrom Berlin

    I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine. Thank you !

    Caroline Cummingsfrom NewYork

    I should be incapable of drawing a single stroke at the present moment; and yet I feel that I never was a greater artist than now.

    John Doefrom Beijing

    I am so happy, my dear friend, so absorbed in the exquisite sense of mere tranquil existence, that I neglect my talents.

    Quynh Anhfrom Hanoi

    I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine. Thank you !

    Kendra Elliotfrom Roma

    I should be incapable of drawing a single stroke at the present moment; and yet I feel that I never was a greater artist than now.

    Nora Robertsfrom Paris

    I am so happy, my dear friend, so absorbed in the exquisite sense of mere tranquil existence, that I neglect my talents.