Helping you plan a bright future!
Helping you plan a bright future!
At Uprise Investments, we understand the importance of sound financial and investment planning in achieving your goals and securing your future. Whether you're a seasoned investor or just starting to explore the world of finance, we are here to guide you on a journey towards financial success.
The AMFI acts as the regulator for all the participants in the mutual fund industry. It takes directions from SEBI and ensures smooth implementation of the rules and regulations maintaining a balance between the progress in the industry as well as safeguarding each participant’s interests.
Angel One, a trading platform that gives investors access to a trading account with a number of advantages. You can even get updates on price fluctuations and market news at night. The 1987-founded financial company also assures you easy trading in liquid markets.
Financial security involves maintaining a stable and reliable financial situation to meet current and future needs. Key components include income stability, emergency funds, debt management, budgeting, savings, investments, insurance coverage, retirement planning, diversification of assets, and continuous financial education.
"Empowering futures through prudent investments. We believe in diversified portfolios, tailored to individual goals. From Mutual Funds to Life Insurance, we navigate the markets for your financial well-being. Secure your health with our comprehensive insurance solutions. Trust us to guide you towards a wealthier, healthier tomorrow."
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Invest wisely with our expertly curated mutual funds, tailored to maximize returns and minimize risks.
Safeguard your loved ones' futures with our customizable life insurance plans, providing financial security in times of need.
Navigate the complexities of the stock market confidently with our guidance, turning market trends into profitable opportunities.
Prioritize your well-being with our health insurance plans, ensuring you have access to quality healthcare without the financial burden.
Shield yourself from unforeseen circumstances with our comprehensive general insurance options, offering protection for your valuable assets.
Demat accounts are linked to trading and bank accounts, ensuring a seamless process. They enhance security by reducing the risk of physical loss or damage to certificates.
Welcome to our website! Before you explore the services offered, please take a moment to go through the following terms and conditions that govern the use of our platform for Mutual Fund Distribution, LIC Agency, and Sub-Brokerage Services. By accessing and using our website, you agree to comply with these terms. If you do not agree with any part of these terms, please refrain from using our services.
1. Mutual Fund Distribution:
1.1 Certification: As a NISM-certified Mutual Fund Distributor, we adhere to the highest professional standards in providing mutual fund investment advice and services.
1.2 Investment Risks: Mutual fund investments are subject to market risks. Past performance does not guarantee future results. It is important to carefully read scheme-related documents before making any investment decisions.
1.3 Client Suitability: We are committed to understanding the financial needs and risk tolerance of our clients to recommend suitable mutual fund products.
2. LIC Agency:
2.1 Agent Representation: As an LIC Agent, we represent the Life Insurance Corporation of India (LIC) and offer life insurance products in accordance with LIC guidelines.
2.2 Policy Terms: The terms and conditions of LIC policies are determined by LIC and are provided in the respective policy documents. Clients are encouraged to thoroughly review these documents.
2.3 Premium Payments: Clients are responsible for ensuring timely premium payments. Non-payment may result in policy lapses, and we are not liable for any consequences arising from such lapses.
3. Stock Market Services:
3.1 Angel One Ltd. Representation: Acting as a Sub-Broker under Angel One Ltd., we provide brokerage services for financial products in accordance with the rules and regulations of the stock market.
3.2 Trade Execution: Trades are executed on behalf of clients based on their instructions. We do not guarantee the success of trades, and clients are responsible for market risks associated with their investments.
3.3 Compliance: Our Sub-Brokerage services comply with the rules set by regulatory authorities. Clients are encouraged to be aware of and comply with these regulations.
4. General Terms:
4.1 Privacy: We are committed to protecting your privacy. Client information is handled with strict confidentiality and is not shared with third parties without consent.
4.2 Changes to Terms: We reserve the right to modify these terms and conditions at any time. Clients will be notified of any changes, and continued use of our services implies acceptance of the updated terms.
4.3 Dispute Resolution: Any disputes will be resolved through arbitration as per the applicable laws and regulations.
By using our services, you acknowledge that you have read, understood, and agreed to these terms and conditions. If you have any questions, please contact us for clarification before proceeding. Thank you for choosing us as your financial service provider!
Please reach us at if you cannot find an answer to your question.
Opening a Demat account is simple with our services. Visit our website and click on the "Open an Account" button. Follow the easy-to-understand instructions, provide the necessary documents online, and our team will guide you through the process, ensuring a hassle-free experience.
A Demat account is essential for electronic ownership of stocks. It simplifies the buying and selling process, eliminates the need for physical certificates, and ensures the security of your investments. Our platform provides a user-friendly interface for managing your Demat account and making seamless stock transactions.
We offer a range of services to support new investors. Our platform provides educational resources, market insights, and personalized assistance. Whether you are a novice or experienced investor, our team is dedicated to helping you navigate the world of investments with confidence.
Security is our top priority. We employ state-of-the-art encryption technology to safeguard your personal and financial information. Our platform complies with industry standards, ensuring a secure environment for all your investment activities. Rest assured, your data is in safe hands with us.
"Meet your trustworthy financial companion! With a love for success, I bring knowledge to help you navigate the financial maze".
Specializes in mutual funds, stock market tactics, and financial security.
Let's make smart investments to create a prosperous future!"
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
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