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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
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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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