2,000+ Investors strong: Know what’s coming next on 🔶 PowerUp Elite

Just about a week ago, we opened Elite membership to every PowerUp user. At that time we’d just crossed 1,000 members; today we’re already past 2,000.

We’re genuinely humbled by the trust you’ve placed in us, and it strengthens our resolve to make mutual-fund investing truly effortless and maximize your long term wealth creation.

🔶 Why Elite exists

Elite is a membership for serious investors who want to manage their portfolio like the top 1%. Those who know that even small improvements in fund selection, allocation, and rebalancing can compound into meaningful wealth. Elite membership guides your entire journey:

• Pick the right funds
• Review performance with context
• Rebalance only when it pays to do so
• Allocate with a plan that fits your goals

All of this is backed by institution-grade research, without the high, AUM-linked fees of traditional wealth managers.

🚀  What’s coming next

✅ Power Rebalancing — August

Every quarter, we’ll assess your portfolio and we’ll tell you exactly: 

• Which funds are underperforming and need to be switched to maximise your returns
• New Fund to reinvest that amount is in the same category so your risk stays the same
• And we do it tax-efficiently so that rebalancing upside always outweighs the cost

✅ Power Select — September

With this, Fund selection is as easy as it gets.

• Compare funds in a category across ranks, returns and risk scores
• A streamlined view to help you confidently pick the funds that fit you best

✅ Family Portfolios — November/December

See and manage your family’s mutual fund investments all in one place — whether it’s yours, your partner’s, or your parents’. 

• Just one simple view to manage everything, together.
• Make sure entire family’s portfolios are in top form

✅ Power Portfolio (Allocation) —  November/December

Build the right portfolio mix based on your goals and risk appetite.

• Personalised allocation: Know exactly how much to invest in large cap, mid cap, debt, and other categories.
• Built right: No one-size-fits-all. Your portfolio will reflect who you are and completely personalised.

🙌 Built with your feedback

Many of you wrote to us with thoughtful feedback and that has shaped the Elite roadmap. Requests like “I want to see my partner’s funds alongside mine” or “Tell me to switch only if taxes won’t kill my returns” have helped us prioritise better. This means we are building the features that deliver most value to our members. 

Keep the ideas coming—we’re building PowerUp Elite with you and for you.

Stay tuned. This is just the beginning, and there’s much more ahead to make mutual-fund investing truly effortless.