Marketing Strategy of Upstox: Innovative Approach

Greetings folks, if you are somewhat acquainted with the stock market, I am certain you must be aware of the name of Upstox. It is India’s one of the biggest broking houses. An internet-based site that offers business-free value speculations, retail, institutional broking, and items exchanging. Upstox has the second-largest number of dynamic customers on NSE after Zerodha.

In this case study, we will be discussing the Marketing Strategy of Upstox along with its marketing mix, marketing strategies, digital marketing campaigns, etc. If you love reading such analyses and are looking forward to more such case studies, please visit IIDE’s case studies page to learn about the business marketing strategies, swot analyses of some of the famous brands all over the world. 

So let us begin by taking a deeper look into the company and learning more about Upstox.

About Upstox

marketing strategy of upstox-logo

Upstox is an India-based online stock and trade exchanging business firm enrolled with the NSE stock exchange. It was founded in 2011 by Shrini Viswanath, Ravi Kumar, and Kavitha Subramanian. The organization’s headquarter is in New Delhi, India. 

The firm offers online stock exchanging services for long-term financial investors, genius traders, and low-maintenance traders through modified portfolio structures and solutions, derivatives, commodities, currencies, mutual funds, and ETFs for both expert dealers and investors.

Utilizing an internet-based plan of action helps the organization offer minimal-expense business plans while keeping functional and operational expenses negligible. 

Upstox has acquired organizations with different financial investors like Tiger Global, Kalaari Capital, and Ratan Tata.

For such big organizations to survive the growing competition they need to have a proper marketing plan in place. Here, let us see how Upstox tackles the changing market trends and what is the marketing strategy of Upstox.

Aditya Shastri

Lead Trainer & Head of Learning & Development at IIDE

Updated on: Apr 19, 2024

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Author's Note:

My name is Aditya Shastri and I have written this case study with the help of my students from IIDE's online digital marketing courses in India.

Practical assignments, case studies & simulations helped the students from this course present this analysis.

Building on this practical approach, we are now introducing a new dimension for our online digital marketing course learners - the Campus Immersion Experience.

If you found this case study helpful, please feel free to leave a comment below.

Aditya Shastri

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Lead Trainer & Head of Learning & Development at IIDE

Leads the Learning & Development segment at IIDE. He is a Content Marketing Expert and has trained 6000+ students and working professionals on various topics of Digital Marketing. He has been a guest speaker at prominent colleges in India including IIMs......[Read full bio]