AI-POWERED INTELLIGENCE · ACTIVE

Your Portfolio,
Powered by Intelligence

Diversified, adaptive, and optimized for your goals. Let our AI manage your portfolio across 5-9 top-performing mutual funds automatically.

5-9 Diversified Funds Quarterly Rebalancing
📊 +15%🛡️ Low Risk🎯 6 Funds⚡ 24/7

*Note : Mutual fund investments are subject to market risks. Please read all scheme related documents carefully before investing. WealthUPP is a technology platform facilitating access to mutual fund investments and does not provide investment advice. All investment decisions are at the sole discretion and risk of the investor.

50+

Funds Analyzed Daily

5-10

Funds in Portfolio

24/7

AI Monitoring

Quarterly

Auto-Rebalancing

CURATED BY AI

Smart Fund Selection

How we choose the best funds from top AMCs using 12+ quantitative parameters

Moderate Risk
HDFC 100 Fund

HDFC Top 100 Fund

3Y Returns21.5%
Current Allocation25%
High Risk
ICICI Mid Cap

ICICI Prudential Mid Cap

3Y Returns24.8%
Current Allocation20%
Low Risk
SBI Hybrid Fund

SBI Equity Hybrid Fund

3Y Returns18.2%
Current Allocation15%
Moderate Risk
Axis Cap Fund

Axis Flexi Cap Fund

3Y Returns22.3%
Current Allocation20%
Very High Risk
Kotak Cap Fund

Kotak Small Cap Fund

3Y Returns28.5%
Current Allocation10%
Very Low Risk
Aditya Short Term

Aditya Birla Short Term

3Y Returns7.8%
Current Allocation10%

Dynamic Allocation Strategy

Equity Funds70%
Hybrid Funds20%
Debt Funds10%

Allocation adjusts based on your risk profile and market conditions

Selection Criteria

  • Consistent Performance: Top quartile returns over 3 & 5 years
  • Fund Manager Track Record: Experienced managers with proven results
  • Low Expense Ratio: Under 1.5% for equity, under 0.8% for debt
  • Risk-Adjusted Returns: High Sharpe ratio indicating better risk/reward
  • AUM Size: Optimal size for liquidity without dilution
AI scans 500+ funds daily to ensure your portfolio always holds the best performers
ADAPTIVE PROTECTION

Intelligent Risk Management

How AI balances risk and reward for optimal returns

Your Current Risk Profile

Moderate

Balanced Growth

ConservativeModerateAggressive

AI-Driven Risk Balancing

Our AI continuously monitors market volatility and adjusts your portfolio allocation to maintain your desired risk level while maximizing potential returns.

High Volatility ↑

AI shifts 10-15% from equity to debt funds, protecting your capital while maintaining growth potential

Market Stability →

Maintains balanced allocation matching your risk profile for consistent growth

Market Correction ↓

Opportunistically increases equity exposure to buy quality funds at lower prices

Downside Protection

AI identifies early warning signals and reduces exposure to underperforming funds before major losses

Volatility Control

Maintains portfolio volatility within your comfort zone through smart asset allocation adjustments

Upside Capture

Optimizes allocation to capture market upswings while staying within risk parameters

Portfolio Diversification

Spread risk across multiple dimensions

6

Asset Classes

25+

AMC Partners

15+

Sectors Covered

200+

Companies

Automatic Rebalancing Process

1
Monthly Performance Review

AI analyzes each fund's performance, consistency, and alignment with your goals every month.

2
Deviation Detection

Identifies when allocation drifts more than 5% from target due to market movements or fund performance.

3
Rebalancing Recommendations

Quarterly, AI suggests specific actions: which funds to reduce, increase, or replace for optimal performance.

4
Automatic Execution

With your approval, changes are executed automatically across your portfolio in a tax-efficient manner.

Smart Rebalancing: We optimize for tax efficiency by preferring to adjust new investments rather than redeeming existing holdings unless absolutely necessary.

Real-Time Performance Tracking

Comprehensive analytics at your fingertips

Returns Analysis

XIRR, absolute returns, and benchmark comparison

Investment Tracking

View every investment, SIP schedule, and transactions

Detailed Reports

Monthly statements, capital gains, and tax reports

Smart Alerts

Notifications for significant events and opportunities

WHY AI WINS

AI vs Traditional Advisory

See how WealthUpp outperforms traditional financial advisors on every metric

Feature
Traditional Advisor
WealthUpp AI
Cost Structure
1-2% annual fee + commissions
100% free, no commissions
Portfolio Monitoring
Quarterly or monthly reviews
24/7 real-time monitoring
Response to Market Changes
Days to weeks
Instant algorithmic response
Bias & Conflicts
May have product preferences
100% objective, data-driven
Number of Funds Analyzed
20-50 funds typically
500+ funds continuously
Rebalancing Frequency
Once or twice a year
Quarterly automatic rebalancing
Accessibility
Phone calls, meetings
24/7 app access, instant insights
Minimum Investment
₹10L-₹50L typical minimum
₹100/day (₹3,000/month)
Result:Save 50-75% on fees while getting superior monitoring and faster response times

Let AI Build Your Perfect Portfolio

Start with ₹100/day and get professional portfolio management powered by artificial intelligence

AMFI Registered (ARN-268861) • 50+ Funds Analyzed • Quarterly Rebalancing