Guiding Your Ambitions with Wisdom

As a 6000-crore market cap company, we are very careful with whom we would want to work and Upwisery is the number one company when it comes to any acquisition targets that Zaggle thinks about. Whether it is mergers, acquisitions, or any commercial deals, for us it's always Upwisery. The team at Upwisery has always been extremely confidential, ethical, and has maintained highest level of integrity. Their ability to articulate the thought process of the founder to the investee company is brilliant.

In the last six years of working with Upwisery, we've used their investment banking, wealth management, and corporate structuring services with excellent results. My relationship with Upwisery is built on trust and clear communication. They tailor their services to meet our goals, whether it is managing investment or working on both buy and sell side deals. I trust Upwisery as a long-term partner because they consistently provide strong advice and support throughout every transaction.

Upwisery has been a constant sounding board for us at Centro and I felt that the team operates with a 'Founder's first' mindset. The team has been associated with us since our first raising initiative in 2017 and has been our trusted advisor in our Majority Stake Sale to Reliance Retail. I take pride in being associated with Upwisery as a best-in-class investment banker in the deal-making industry in the consumer sector.

One thing that sets apart Upwisery from most other peers is the level of trust, genuineness, and client centricity that they bring on the table. They are highly knowledgeable, thoroughly prepared, very professional, and ethical. Through their investment office, Real Estate, Stressed Asset & Private Equity teams, they deliver multidisciplinary advice one needs while keeping my interest at the heart of their services.

The format of the Upwisery team to have independent teams under one roof that deal with private wealth, investment banking, structuring, succession planning, and real estate, I think is very unique. Their ability to provide investment and risk frameworks gives them a real competitive edge in a crowded family marketplace.

What we value the most about Upwisery is their in-depth knowledge about the market, the regulations, and economics in India. They are very hands on, vey agile, very flexible. We have the mental peace of passing on any problem to them and getting it resolved.

Upwisery consistently exceeded expectations with their professionalism, responsiveness, and expertise. Their insightful company valuation, informed by deep industry knowledge, ensured accuracy and reliability. Their meticulous approach to purchase price allocation maximized our tax benefits and provided valuable insights. We were particularly impressed by their ability to tailor solutions to our specific needs, anticipate challenges, and foster a strong, trusting relationship through open communication.

Upwisery Insurance brokers has always been our trusted Insurance advisory. They always provide the insurance services by understanding our requirements and approaching the market to cater for the best possible risk coverages with minimized outgo. In case of the project insurance policies, Upwisery has supported us in reducing the quantum of policies being sourced by us for every individual retail outlet and have suggested very innovative solutions which is definitely note-worthy.