Upside AI
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Achieve your investment goals with

Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by Upside AI.

Managed by

Atanuu Agarrwal

SEBI Registered

INP000005953

Experience

10+ years

Investment Strategy

Quantitative

Fundamental +1

“The investor’s chief problem – and even his worst enemy – is likely to be himself.” – Benjamin Graham.

I have over 10 years of experience in public and private investing both in India and the US. I have worked across PE, VC and SPAC strategies (AUM $1bn+) based out of New York. I have also worked with Credit Suisse Investment Banking on European mergers and acquisitions. I am a graduate from IIT Bombay and was inspired by Benjamin Graham very early on in my investing journery.

I started Upside AI in 2017 along with Kanika and Nikhil on the belief that technology will make better investing decisions than humans over the long term. This is because machines are unbiased, unemotional and unaffected by market euphoria and panic. At Upside AI, we leverage machine learning tools while staying true to fundamental investing principles.

Our mission is to bring the most sophisticated investing technology to you and maximize your upside.

Upside AI is a SEBI registered portfolio manager and currently manage assets for both domestic and foreign investors.

Get started in

3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective.

02

Subscribe

Subscribe to the portfolio to get access to the constituents and future updates.

03

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

Easily track & manage your portfolio
Instant portfolio notifications
1-click portfolio execution
SIP to grow your investment
Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?
1. Emerging Bluechip: Upside AI’s algorithm teaches itself (a) what is a good business; and (b) what is a good stock in current market conditions. It then constructs a portfolio of 10-20 high quality mid-cap companies that are both fundamentally good businesses and good stocks in current market conditions., 2. Shockproof: Uses macro signals (growth, liquidity, inflation, volatility etc.) to determine asset allocation across equity, debt, and gold. Targets stable long-term returns with extremely low risk. It shows significant outperformance during extreme negative events like in 2008 (GFC) and 2020 (Covid)., 3. Titans: Upside AI's algorithm iterates millions of times to learn what types of stocks would be conducive for current market conditions. Based on this learning, it recommends a portfolio 8-12 large-cap companies.
What is their investment philosophy?
Purely based on company fundamentals and macro signals, Completely system driven; no emotion, greed, fear, panic or human bias , Dynamic machine learning model adapts to changing markets, Systematic risk metrics built in,
What is a smallcase?
A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Upside AI. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.
Who can subscribe to these smallcases?
Upside AI decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to Upside AI's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,
How do I track my smallcases?
When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
How can I cancel my eMandate?
One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.
More questions? Check out help section