Startup Atlas · Fintech

Upwardly Acquired

Bengaluru, Karnataka Founded 2016 upwardly.in ↗
Prateek Mehta · Co-founder & CEO Prithvi Raj Tejavath · Co-founder Shashank Agrawal · Co-founder Vivek Agarwal · Co-founder
UndisclosedTotal funding (tracked)
1Funding rounds
1 Jul 2017Last round

Upwardly: Business Model Canvas

The nine-block Business Model Canvas, filled in only where a public source states it — empty blocks mean we haven't found a citable fact yet, not that the answer is zero.

Value Propositions

Digital mutual fund & wealth research platform

Research-driven platform for mutual fund investing, tax-saving ELSS, and other investment products, positioned as a personal finance and wealth management service.

source

Customer Segments

Underserved, low-savings consumers

Targeted consumers with limited existing savings rather than affluent/HNI investors.

source
Pan-India towns/cities plus NRI diaspora700+ towns & cities, INR 25+ Cr AUM

Investor base spread across smaller Indian towns and cities as well as overseas Indians.

source

Customer Relationships

No cited public information yet.

Channels

Multi-language web platform

Service delivered in multiple Indian languages to widen reach beyond English-speaking users.

source

Key Activities

No cited public information yet.

Key Resources

No cited public information yet.

Key Partnerships

No cited partnerships yet. Based on tracked funding/M&A data:

Anita Gupta — Investor Likemind Ventures — Investor Sreeram Iyer — Investor Suvo Sarkar — Investor Scripbox — Acquisition

Revenue Streams

No cited public information yet.

Cost Structure

No cited public information yet.

FAQs on Upwardly

What is Upwardly's business model?

Upwardly's core value proposition centers on Digital mutual fund & wealth research platform.

Sources & corrections. Every fact on this page is compiled from cited public sources — follow the "source" links beside each entry. Profile sources: inc42.com web.archive.org · Last verified 7 Sep 2026. · Report a correction