UpWealth Goals

You choose a goal & we'll make it a reality.

UpWealth’s Goal based investing is our proven approach which aims to help you to achieve your personal financial goals, whatever they may be in a straightforward and simple way. It help you by placing your financial goals right at the center of our advice process and aims to build your financial portfolios based on your individual goals.

A goals-based approach to investing is beneficial to investors because it puts you in the driver’s seat as you get determined and do the commitment to achieve those goals.

Choose your Financial Goals

We have categorized all the goals in four different categories. Choose your financial goals or check our recommended goals from your dashboard suggested by our expert team of financial advisers.

Our Recommended Goals

After completing your Risk profile assessment, our application will give you the recommended goals suggested by our expert team of financial advisers according to your age, financial status and your current stage of life. You can check it on your dashboard.

View Goal Details

The UpWealth’s goals-based approach to investing is different as it represents a real shift in a way financial advice is given and the way investment solutions are designed to meet your financial goals. You can view details and can also watch the explainatory video of each goal on goal details page.

Add Goals to Start Investing

Once your become Investment Ready by completing registration process & Risk profile assessment, you can start adding your goals to start your investment journey.

Delete Goals

If you would like to delete the goal added by you, then you need to click on three vertical dots on your added goal card and then need to click on delete to delete that goal. You can only delete those goals which are added without starting an investment. You can't delete those goals which have active investments by you.

My Goals

You can keep a track of all of your active and completed goals through My Goals menu. Active goals will display all of your goals whose investments are active & completed goals will show your completed investment goals which are no more active & completed successfully.