We're India's first tech-led fund house giving you access to the best PMS strategies, and fund managers, all under one roof.

Mumbai, India
Joined September 2020
With the end of the year approaching, we'd like to take a moment to reflect on the year. Taking stock of 2022:  Read our latest newsletter to catch up on everything we did well, didn't do well, proud moments, and small steps. Summing the year here: bit.ly/3G1ynk4
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On January 27, T+1 settlement is scheduled to launch on the NSE and BSE of India. Here's @aagarrw opinion, covered by @livemint (1/3) To be the first major market to achieve T+1 settlement even ahead of the US, is a fantastic achievement.
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(2/3) Every regulator faces challenges and has limitations, but overall, SEBI has managed to make our capital markets robust, efficient, and safe.
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(3/3) This should definitely act like grease and have a positive impact on overall liquidity due to faster rollover. It is a win-win-win for issuers, investors, and intermediaries.
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While buying/selling a stock, we sure look at the buy & sell price; But is that all? NO! Another important factor to look at is 'volume' and the impact cost. @aagarrw decodes all about volumes here in an article for @ETMarkets Read here: bit.ly/3ivuD2B
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In this episode of #LoTS10 we speak to @mrinagarwal Director, @FinsafeIndia and Co-Founder, Womantra & @aagarrw Co-Founder of @UpsideAI about the investment landscape in 2023, where investors should invest their money & how our economy fares in the face of global inflation.
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With few hours to countdown, thank you for being a part of Upside in 2022. Here’s a recap of what our year looked like; from new products to a new YouTube channel, we did it all. See you next year, hoping for an upside in our life and markets :)
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As the year comes to a close, we must all double-check a few things to ensure our portfolio is in good shape. @aagarrw provides a checklist to ensure proper asset allocation. Watch the video now: bit.ly/3PLid2Z
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"If anyone is looking to diversify away from India, the US is the best option as it not only gives you a gateway into US companies but it provides a gateway into the best companies in the world." @aagarrw on @ETMarkets Livestream talks about investing in International markets.
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Basic rules to start investing in your 20s:
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You got 5-10 lakh and looking to invest. Here are 4 asset classes to look at: @kanika_agarrwal wrote this article for @FinancialXpress to share her views on savings & early investments: bit.ly/3TYg7x7
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We've created a checklist for you to make sure your finances are shockproof. Watch here and drop your score below: bit.ly/3VkN5bR
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As we enter the last month of this year, what changes are you going to make to your portfolio to make it shockproof?
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The only way to build wealth is to have a gap between your ego and your income. - @morganhousel
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In the spirit of thanksgiving, here’s a list of things we all have to be thankful for. Thanks science! 1/3
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