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  • Upside AI partners with Smallcase to expand reach of tech-led investment products

    Published on February 8, 2022

    The partnership will democratize access to sophisticated investment technology, earlier available only to HNIs and Family Offices in India

    Mumbai : Upside AI, one of India’s first funds that combines machine learning and fundamentals-based investing announces a strategic partnership with Smallcase, an investment platform. The association will enable Upside AI to offer research services to a large set of investors across India. At present, Upside AI serves high net worth individuals and family offices with minimum ticket sizes over INR 50 lakh, while the products under this association are tailored to meet the evolving needs of retail investors with a much lower threshold (INR 1-5 lakh).

    As seen in developed markets, the future of investing in India is tech-led, rules-based (“systemized”) as opposed to being human-led. Since most managers on the Smallcase platform are human-driven, Upside AI expects to stand out given its proprietary technology and consistent track record. Upside AI will work jointly with Smallcase to popularize systemized investing and to attract even more investors into the fold.

    Atanuu Agarrwal, Co-founder of Upside AI, said, “Our association with Smallcase is in line with our long term vision to be India’s largest end-to-end tech-led asset management company. I believe systemized investing will dominate Indian markets in the next decade and Upside AI will be a key player in that space. Smallcase is a great platform allows us to accelerate that journey and empower retail investors – there is no reason why access to the best investment tech should be restricted to just the ultra-wealthy.”

    Upside AI will offer three products, each with a very different risk-return profile –

    • Emerging Bluechip – dynamic portfolio of 10-20 high quality mid-caps
    • Shockproof – use macro signals to invest across asset classes (equity, debt, and gold) to stable long-term returns with extremely low risk
    • Titans –portfolio of 8-12 large-caps that adapts to prevailing market conditions.

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