Your wealth,
managed by AI.
Uppside watches the market around the clock — then automatically buys and sells stocks and ETFs to keep your portfolio growing the way you planned.
Illustrative interface — not live data or a recommendation.
Always watching. Always working.
Most tools tell you what to do and leave the work to you. Uppside closes the loop — it watches, decides, and acts.
It monitors
Markets, prices, volatility and your own holdings — continuously, not once a quarter. Your plan and risk profile set what it's watching for.
It decides
Research-backed models and rules turn that signal into a decision: rebalance, add, trim, or sit tight. Every position carries a defined, capped risk.
It executes
The trade is placed automatically through your own SEBI-registered broker. No alerts to act on, no logging in — it simply happens.
One portfolio. Three layers.
Uppside stacks three layers on the money you already have. Each one adds a way for it to work harder — without you moving or selling anything.
What you already own
- The investments already in your name — stocks, ETFs, mutual funds
- They stay yours, in your own account, and keep compounding
- Historically ~11–15% a year over the long run
Automated portfolios
- AI builds a portfolio around your goal and risk profile
- It buys and sells stocks and ETFs automatically as markets move
- Rebalanced continuously — no alerts for you to act on
The margin engine
- Pledge holdings to unlock interest-free margin — up to 70–90% of value
- Defined-risk, intraday-only strategies work that margin
- Aims to add a second return without selling a thing
Built for how you actually invest.
Two ways to put Uppside to work. Both fully automated, both in your own account.
Automated Portfolios
A managed portfolio of stocks and ETFs. The system buys, sells and rebalances as markets move — you just set the goal.
- Stocks and ETFs, chosen and sized by the model
- Auto-rebalanced as prices and risk shift
- Executed via your SEBI-registered broker
AI SIP Manager
Your SIP, but smarter. An ETF-first automated portfolio built to beat the cost and drag of a typical mutual fund SIP.
- ETF-first — lower expense ratios, no exit loads
- Auto-invested and rebalanced every cycle
- Compare TER, Sharpe, Sortino side by side
The gap compounds.
Not a monthly payout — the ten-year gap between one engine and two. Move the numbers.
Illustrative only — not a forecast or promise. Assumes ~12% a year on your base as an example (a typical long-term range is 11–15%), not an Uppside return.
How this works — every assumption+
- Base portfolio assumed to compound at ~12% p.a. (a typical long-term range is 11–15%) — a market assumption, not an Uppside return.
- Engine targets (+4% / +6% / +8%) are illustrative additional annual returns on the same capital, shown net of costs.
- Both curves compound annually.
- No taxes are modelled. Actual returns are taxable and reduce net outcomes.
- Figures are illustrative and for education only — not forecasts or promises.
Put your portfolio on autopilot.
Uppside is invitation only. We review every request personally.
Questions, answered plainly.
What does the AI actually do?+
It monitors the market and your portfolio continuously, decides what needs to change based on your goal and risk profile, and then places the trades automatically — buying and selling stocks and ETFs through your own broker. You don't get alerts to act on; the work is already done.
Do I have to move my money to Uppside?+
No. Your funds and securities stay in your own account with your own SEBI-registered broker and depository. Uppside provides the intelligence and the automation — we never hold, move, or withdraw your money.
What's the margin layer about?+
It's optional. You can pledge investments you already own as collateral, which unlocks interest-free margin — borrowing power worth up to 70–90% of their value. Defined-risk, intraday-only strategies work that margin, aiming to add a second return without you selling anything.
Is my money at risk?+
Your investments stay in your name and are never sold by us. Strategies are defined-risk — positions carry a capped, known loss and intraday ones close the same day, so there's no overnight exposure. As with any market strategy, returns aren't guaranteed and some periods can be flat or down. You can pause or stop anytime.
How is this different from a mutual fund or a robo-advisor?+
A mutual fund pools your money into someone else's scheme. A robo-advisor usually just suggests an allocation. Uppside keeps everything in your own account and actually executes — automatically, continuously, and with the option to layer the margin engine on top.