ScaleUp Wealth was established with the goal of offering personalized & unbiased wealth management service to our clients by understanding their financial dreams & goals in life and assisting and empowering them to achieve them.
As independent wealth consultants, we do thorough analysis of various financial products available in the market and recommend the best suited product for the clients to achieve their financial goals in accordance with fiduciary standards.
We are passionate about fostering financial literacy and awareness to empower people to achieve their financial freedom.
(Empower | Prosper)
Mutual fund is a type of investment vehicle that pools money from multiple investors to invest in a diversified portfolio of stocks, bonds.
Health insurance is a type of insurance that provides coverage for medical expenses incurred by the insured individual.
Life insurance is a financial product that provides a lump sum payment to designated beneficiaries upon the death of the policyholder.
Invest in bonds to enjoy stable and predictable returns. Bonds offer a secure way to grow your wealth while preserving capital. Explore options suited to your financial goals today.
Structured products typically comprise bonds, equities, and derivatives as an underlying asset class. Moreover, these products can come either with Capital protection(full or partial principal return) or without capital protection features - NCD, Bonds etc.
Portfolio Management Services offers professional investment management aimed to provide customized investment strategy.
Alternative Investment Fund is an investment vehicle that pools funds from investors to invest in alternative assets or strategies beyond traditional options like stocks and bonds, aiming for higher returns. AIF invest funds that infuse in Debt funds, Infrastructure funds, hedge funds, private equity, venture capital, and other investment types.
Government Sponsored schemes: NPS(National Pension Scheme), Public Provident Fund, Insurance based annuity plans, pension plans.
The goal of tax planning is to use legal strategies and tactics to reduce the amount of taxes owed while remaining compliant with tax laws and regulations. We provide tax planning, savings, IT return filing services.
Estate planning is the process of anticipating and arranging for the management and disposal of a person's assets during the person's life in preparation for a person's future incapacity or death - Wills & trusts etc.
SIF stands for Specialized Investment Fund, a category introduced by the Securities and Exchange Board of India (SEBI) to bridge the gap between traditional mutual funds and Portfolio Management Services (PMS). These funds cater to sophisticated investors with a higher risk tolerance, offering more flexible strategies like long-short positions, sectoral rotations, and dynamic asset allocation, and require a minimum investment of ₹10 lakh.
Through our portfolio review, we analyse your existing investments to highlight what’s working and what’s not. You’ll gain actionable insights to optimise performance and enhance long-term growth potential.
Leverage your mutual fund holdings for instant cash needs. With minimal documentation and quick processing, a loan against mutual funds helps you stay invested and still access required funds.
Retirement, Children’s education, Emergency fund, Short and long term plans.
Seamless onboarding, Quick and Simple. Safe & Secure, Monitor complete portfolio and tracking in app.
Portfolio review, recommendation & customized asset allocation.
Provide SIP and SWP strategies to meet financial goals.
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.
“Iam delighted with the service, It is really great to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences,not on selling product. What really impressed me was the way you took the time to get a feeling for where I was at, your knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring nature won my trust and respect and I gladly recommend your services whenever possible.”
Scaleup wealth advisor comes across as a Professional Financial Planner and Advisor. He analyses the market well, he gives suggestions and provides inputs which guides us to plan our investments to get better returns. He advises us to be prudent and take moderate risks whenever the going is good. We hope to see our investments grow more than our expectations in the expert hands
ScaleUp Wealth is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions.
This Company is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions.
White field, Bangalore,
Kundalahalli, Karnataka,
560037, India
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