PowerUp Money: Mutual Funds

Store description excerpt

PowerUp Money is India’s trusted Mutual Fund Advisory app. PowerUp Money is a SEBI registered RIA (Uniorbit Wealth Management Pvt Ltd, RIA no. INA000019798). Here is what you can do on the app: Review your mutual fund portfolio. See all your equity and hybrid mutual funds rated: → In-form: Outperforming in the category, keep investing here. → On-track: Performing well in the category, keep investing here. → Off-track: The fund is losing momentum lately, pause new investments here → Out-of-form: The fund is underperforming consistently, exit this mutual fund You can also see the rating of any mutual fund you like, which makes new fund selection very simple. Additionally, every month your mutual fund portfolio is reviewed and if the rating of any mutual fund in your portfolio has changed, you will be notified. PowerUp Money makes all these 4 things simple: 1. Selection: Know the best ranked funds in any category 2. Review: See the rank trends of any mutual fund and also see how it is doing on Consistency, Recency and Volatility against its peers 3. Rebalancing: We evaluate your portfolio from time to time and recommend a tax efficient Rebalancing plan to help you maximize your returns tax efficiently within the same category. 4. Allocation (coming very soon): To help you build the right portfolio mix aligned to your goals and life stage. In this we will guide you which category you should invest and how much and this not only for your SIPs but also your current portfolio. PowerUp Money aims to democratise mutual fund advisory and make mutual fund investing completely effortless. Whether it’s fund selection, portfolio review, rebalancing, or any other investment guidance — PowerUp gives you direct access to institution-grade research and actionable insights that the top 1% rely on. Why use the PowerUp Money app? First app to provide rolling returns: You can see the rolling returns of any fund you like across time periods. Portfolio vs Market: See how your portfolio is doing against the market on any given day Rebalancing for retail investors: Earlier only those with wealth managers could do this, but PowerUp is democratising these proven investing practices that are used by professional managers And a lot more… Research you can trust: Every insight on PowerUp Money is thoroughly back-tested before being made available. Each fund is assessed on its performance against peers in the same category to optimise for the best risk vs return. Our experts then manually evaluate each fund, factoring in strategy and management variables before finalising our ratings. Whether you are new at investing in mutual funds or a seasoned investor, you can leverage PowerUp Money to make your mutual fund investing simple and optimised. How to get started with the PowerUp Money app? Download the PowerUp Money app Login with your mobile number Enter your name and email address Enter your PAN Grant us consent to fetch your mutual fund portfol

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