PowerUp: Access Your Portfolio CPA Alok

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PowerUp Money is India’s trusted Mutual Fund Advisory app.

PowerUp Money is a SEBI-registered RIA that gives 100% unbiased advice since they do not take commissions from mutual fund houses.

Here is what you can do on the app:

Review your mutual fund portfolio for free. 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 Elite: A mutual fund membership for serious investors

To make the most of PowerUp Money, we’ve built an exclusive membership for serious investors: PowerUp Elite. It’s designed to give you end-to-end portfolio guidance and help you grow your wealth like the top 1%.

Elite offers high quality personalized investment advisory via the App at just 999/year + GST.

As part of Elite membership you unlock 4 key features.

1. Selection: To 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: The biggest feature of Elite membership. We will 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.

Elite isn’t just a membership, it’s our promise to make mutual fund investing completely effortless. Whether it’s fund selection, portfolio review, rebalancing, or any other investment guidance — Elite 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
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 portfolio
Within 1 minute, see all your mutual funds rated from in-form to out-of-form

Whatever you need, write to us at:
[email protected]

📣Connect with us:
IG: https://www.instagram.com/powerup_money/
Twitter: https://twitter.com/powerup_money
LinkedIn: https://www.linkedin.com/company/powerup-money/

Registered Office:

PowerUp Money
Indiqube Sigma No.3/B, Nexus Koramangala 3rd Block SBI
Colony, Koramangala, Bengaluru, Karnataka 560034