Account Activation

Are you 'Investment Ready' to start your investment journey?

As a first time investor, when you hear about the mutual funds it might sounds very complicated to you. You might think about filling big & complicated forms, reading boring brochures, going through complex calculations, stock markets analysis and might be thinking it is simply not evryone's cup of tea right? But Relax, we have made investing in mutual funds effortless & easy.

Our mission is to simplify investing through innovation. We are determine to provide the opportunities of investing & wealth creation to each & every Indian with the help of our experts for free of cost. With the help of UpWealth, our customers can retire with confidence and meet their financial goals along the way.

Step 1: Verify your Email Address

Verify the email address by clicking on the link you receive on your registered email address. All communication related to your investments from UpWealth will be sent to the Mobile Number and Email Address registered with us.

Step 2: Risk Profile Assessment

Establishing your appetite for potential risk and return is an essential step before you invest any money. So it’s basically a questionnaire that we use to work out your appetite for risk what we call it as Your Risk Profiling. Risk profiling is a process that helps you to identify the optimal level of risk that is just right for you as an investor.

Step 3: Registration Form & KYC

Fill up the Registration form with your basic details along with your bank details to complete your account activation & become investment ready. Based on your KYC status, the system will show you the required list of documents. If your KYC is not done, we'll register it for you once we have the documents from your side.

Step 4: Upload Documents

New registrants need to upload scans (even photos) of their supporting documents such as PAN and Bank Passbook / Cancelled Cheque with your name, account number and IFSC clearly visible to begin investing.