Welcome To UPinvest
A reputed name for comprehensive financial advisory and product distribution services
Since 2008, we at UPinvest have been providing our 700+ clients with the opportunity to achieve their financial goals with effective and strategic investment planning. Our credentials include Certified Wealth Managers, Mutual Fund and Insurance Consultants recognized by the NSE (National Stock Exchange), the AMFI (Association of Mutual Fund of India) and IRDA respectively.
At UPinvest we provide our clients with extensive financial advisory services, powered by our team of highly qualified and experienced financial advisors. We combine our exhaustive knowledge of insurance, equity mutual funds and other debt instruments with the specific needs of our clients to help them achieve their short term and long-term financial goals. Ultimately, our goal is to help as many people as we can enjoy a stable and secure life well into their retirement!
Since 2008, we at UPinvest have been providing our 700+ clients with the opportunity to achieve their financial goals with effective and strategic investment planning. Our credentials include Certified Wealth Managers, Mutual Fund and Insurance Consultants recognized by the NSE (National Stock Exchange), the AMFI (Association of Mutual Fund of India) and IRDA respectively.
At UPinvest we provide our clients with extensive financial advisory services, powered by our team of highly qualified and experienced financial advisors. We combine our exhaustive knowledge of insurance, equity mutual funds and other debt instruments with the specific needs of our clients to help them achieve their short term and long-term financial goals. Ultimately, our goal is to help as many people as we can enjoy a stable and secure life well into their retirement!
Our Products
Mutual Fund
Your single point access to virtually all mutual fund schemes from all fund houses in the market
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
We offer PMS strategies with equity and mutual funds from the leading PMS providers
in India.
in India.
Loan against MF
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Experience quality risk advisory and management services with our insurance solutions
