Portfolio Management Services

Even the best human investors are invariably prone to react to market euphoria and panic that leads to irrational and emotional investing.

At Upside AI, we leverage machine learning tools while staying true to fundamental investing principles.

We are bridging the gap between active and passive investing to deliver alpha over human/active investing, with the consistency of passive investing.

We are a SEBI registered portfolio manager (PMS) and currently manage assets for both domestic and foreign investors who can invest more than Rs 50 lakhs.

More information:

• Flexicap Factsheet
• Top 250 Factsheet
• Navigator Factsheet
• Disclosure Document

Direct On-boarding of clients: The client has an option for direct on-boarding without intermediation of persons engaged in distribution services.