Uptik is an online investment platform through which you can invest in India and globally following the investment style of several well-renowned personalities like Warren Buffet, Ray Dalio etc.
Uptik cuts out the complex wealth management process and makes your life easier. Uptik provides you with: Relevant opportunities, Quality guidance, Steady growth in a diversified portfolio by removing the risk.
Uptik provides you with the right mix of Asset Classes through portfolios which not only suits your goals but also provides relatively higher returns consistently.
CapitalMarkets are volatile and if you have right balance of international and domestic allocation, it helpsreducing the risk in portfolio. Uptik incorporates custom-made solutions based on your needs and interests. It also provides global investment to bag the potential assets in the right mix. Once you create your profile, online investment platform will guide you towards the right kind of portfolio for you to invest in.
A portfolio is a collection of assets like stocks, bonds, commodities, and cash equivalents.Portfolios may include single-name securities like stocks, fixed income instruments and mutual funds. It also includes ETFs and closed-end funds.
Uptik online investment platform provides you with a range of portfolios. Uptik Strategy vault is based on investment ideologies of all-time greatest investors and advisers.
Here are some of them:
- IVY PORTFOLIO
- 7TWELVE PORTFOLIO
- ALL SEASONS PORTFOLIO
- COFFEEHOUSE PORTFOLIO
- GOLDEN BUTTERFLY
- NO-BRAINER PORTFOLIO
- SANDWICH PORTFOLIO
Once you place a withdrawal request from your portfolio, respective domestic
or global investments are redeemed and the proceeds are wired to your designated bank account.
- India Portfolio- There are no charges apart from the underlying management fees of the chosen
mutual fund schemes.
- Global Portfolio- Depending upon the portfolio, there is a management fee which is charged on
the assets advised
*above doesn’t include the statutory and regulatory fees applicable on the investment. For Global
Investments fees paid for brokerage and set up is not included.
You can open your account in few minutes and start investing.
Domestic Investments- If you are already KYC compliant it’s just a few clicks otherwise KYC is
conducted through platform and you can go live in less than 10 mins.
The approval of your account, for global investing, by our partners may take up to two business
days. We will notify you once your account is approved.
The Liberalised Remittance Scheme (LRS) is a set of policies defined by the
Reserve Bank of India (RBI) that governs remittance from India.
According to the LRS guidelines, each individual can send a maximum of $250,000 (₹1.75 crores) per
year aboard without requiring any explicit RBI approval.
This makes it easier for you to send money abroad for investing in the US.
For the most up-to-date regulations regarding the LRS, please visit the RBI website https://www.rbi.org.in
US is the largest market and you can invest in it. If you would like to invest into other global markets you may go through the US-listed ETFs and Stocks of other regions.
There is no minimum balance to open an account in Uptik. Minimum investment in the respective Portfolio may differ.
Uptik uses an encrypted and Secure Sockets Layer (SSL) to ensure security on our platform and protect your information. We also employ state-of-the-art login methods, automatic logouts, and ID verification to help prevent unauthorized access.
If there is any other question which is not covered in the above you may write to us on firstname.lastname@example.org. We shall respond to you in 48 hours.