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 - Trainer at IIDE

Aditya Shastri

Lead Trainer & Business Development Head at IIDE

Updated on: Apr 19, 2024

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Author's Note:

I’m Aditya Shastri, and this case study has been created with the support of my students from IIDE's digital marketing courses.

The practical assignments, case studies, and simulations completed by the students in these courses have been crucial in shaping the insights presented here.

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

Aditya Shastri - Trainer at IIDE

Aditya Shastri

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Lead Trainer & Business Development Head at IIDE

Aditya Shastri leads the Business Development segment at IIDE and is a seasoned Content Marketing expert. With over a decade of experience, Aditya has trained more than 20,000 students and professionals in digital marketing, collaborating with prestigious institutions and corporations such as Jet Airways, Godrej Professionals, Pfizer, Mahindra Group, Publicis Worldwide, and many others. His ability to simplify complex marketing concepts, combined with his engaging teaching style, has earned him widespread admiration from students and professionals alike.

Aditya has spearheaded IIDE’s B2B growth, forging partnerships with over 40 higher education institutions across India to upskill students in digital marketing and business skills. As a visiting faculty member at top institutions like IIT Bhilai, Mithibai College, Amity University, and SRCC, he continues to influence the next generation of marketers.

Apart from his marketing expertise, Aditya is also a spiritual speaker, often traveling internationally to share insights on spirituality. His unique blend of digital marketing proficiency and spiritual wisdom makes him a highly respected figure in both fields.