Proficiency: Mergers & Acquisitions, Capital Raising, Corporate Restructuring
Accreditations: Top 100 Retail Minds, TiE Charter Member
Abhijit is a strategy and Investment banking professional with experience across diverse sectors & geographies. Abhijit has held Board Observer roles in mid-market companies in Consumer, Entertainment, & Web Technology sectors as Chief Strategy & Financial Officer. He has been awarded as ‘100 Top Retail Minds’ by Asia Retail Congress, 2018. Abhijit is a CA & CPA (USA).
Abhijit has led buy and sell-side mandates and presided over marque transactions such as Mebaz-Manyavar (M&A - Ethnic Retail), Centro-Reliance retail (M&A – Footwear Retail), Freyr Energy (Solar), Equity funding from Schneider & Total Energy (Europe), Automark (India’s largest road marking company), JV with an entity in USA, Mordor Intelligence & Global Markets Insights (M&A - Market Research).
Abhijit has co-founded an NGO called EPICS focused on education of underprivileged girls in rural areas and healthcare for HIV+ children. EPICS has been recognized among the ‘Most promising social enterprises in the world in 2013’ by GSVC, USA and among the Top 10 global emerging charities by CARE International and invited to Spain in 2010.
Abhijit earlier worked with leading consulting and Investment banking firms such as Ernst & Young, Moody’s Analytics, and Barclays Capital in Singapore for teams engaged in Audit & US GAAP of listed companies, researched listed technology stocks in US & Europe and oversaw FX & Credit Default Swaps portfolios (Korea, Japan & India markets).
Abhijit Banerjee
Co-Founder & Partner, Investment Banking
Experience: 20+ Years Proficiency: Mergers & Acquisitions, Capital Raising, Corporate Restructuring
Accreditations: Top 100 Retail Minds, TiE Hyderabad Charter Member
Abhijit is a strategy and Investment banking professional with experience across diverse sectors & geographies. Abhijit has held Board Observer roles in mid-market companies in Consumer, Entertainment, & Web Technology sectors as Chief Strategy & Financial Officer. He has been awarded as ‘100 Top Retail Minds’ by Asia Retail Congress, 2018. Abhijit is a CA & CPA (USA).
Abhijit has led buy and sell-side mandates and presided over marque transactions such as Mebaz-Manyavar (M&A - Ethnic Retail), Centro-Reliance retail (M&A – Footwear Retail), Freyr Energy (Solar), Equity funding from Schneider & Total Energy (Europe), Automark (India’s largest road marking company), JV with an entity in USA, Mordor Intelligence & Global Markets Insights (M&A - Market Research).
Abhijit has co-founded an NGO called EPICS focused on education of underprivileged girls in rural areas and healthcare for HIV+ children. EPICS has been recognized among the ‘Most promising social enterprises in the world in 2013’ by GSVC, USA and among the Top 10 global emerging charities by CARE International and invited to Spain in 2010.
Abhijit earlier worked with leading consulting and Investment banking firms such as Ernst & Young, Moody’s Analytics, and Barclays Capital in Singapore for teams engaged in Audit & US GAAP of listed companies, researched listed technology stocks in US & Europe and oversaw FX & Credit Default Swaps portfolios (Korea, Japan & India markets).
Prashanth Menon
Co-Founder & Partner, Investment Banking
Experience: 20+ Years
Proficiency: M&A, Capital Raising, Asset Management, Financial Modelling
Accreditations: Executive Board Member - CAIA
Prashanth Menon is an experienced Investment Banking and Financial Consulting professional with a career spanning over 20+ years with more than 100 deals and transactions totaling more than USD 2 Bn. Prashanth possesses diverse expertise in areas such as fundraising, asset management, mergers and acquisitions, transaction structuring, and financial modeling.
Before Joining Upwisery in 2017, Prashanth held the position of Managing Director and Board member for more than 10 SPVs of Alexandria Real Estate Equities Inc.’s Indian operations. Prashanth Managed more than USD 250 Mn in Investments in India.
Before 2010, Prashanth was part of the Transaction Advisory Services team at Ernst & Young, where he handled various Funding Raising, Mergers and Acquisitions, and growth advisory mandates. He was heading the Financial Modeling team at Ernst & Young. He has worked with global institutional investors such as Temasek, Citi Venture Capital, Warburg, Sachsen Fonds, Baring, Morgan Stanley, Capitaland, and New Vernon.
Prashanth is a qualified Chartered Accountant and holds a Charter with CAIA (Chartered Alternative Investment Analyst Association).
Prashanth Menon
Co-Founder & Partner, Investment Banking
Experience: 20+ Years
Proficiency: M&A, Capital Raising, Asset Management, Financial Modelling
Accreditations: Executive Board Member - CAIA
Prashanth Menon is an experienced Investment Banking and Financial Consulting professional with a career spanning over 20+ years with more than 100 deals and transactions totaling more than USD 2 Bn. Prashanth possesses diverse expertise in areas such as fundraising, asset management, mergers and acquisitions, transaction structuring, and financial modeling.
Before Joining Upwisery in 2017, Prashanth held the position of Managing Director and Board member for more than 10 SPVs of Alexandria Real Estate Equities Inc.’s Indian operations. Prashanth Managed more than USD 250 Mn in Investments in India.
Before 2010, Prashanth was part of the Transaction Advisory Services team at Ernst & Young, where he handled various Funding Raising, Mergers and Acquisitions, and growth advisory mandates. He was heading the Financial Modeling team at Ernst & Young. He has worked with global institutional investors such as Temasek, Citi Venture Capital, Warburg, Sachsen Fonds, Baring, Morgan Stanley, Capitaland, and New Vernon.
Prashanth is a qualified Chartered Accountant and holds a Charter with CAIA (Chartered Alternative Investment Analyst Association).
Anuragg Jhanwar
Co-Founder & Partner, Multi-Client Family Office
Experience: 21+ Years
Proficiency: Wealth Management, Startup Advisory, Venture Capital Investments
Associations: Member - Royal Institute of Chartered Surveyors, Board of Fin-tech, Insurance, Media-tech companies
Anuragg is a seasoned finance professional with diverse experience across various sectors and skill sets. He has experience of managing over 40 large families advising them on family constitution, succession and Investment frameworks, 500+ Real Estate consulting and valuation assignments, 200+ Real Estate and education grading mandates, 1000+ startup evaluation proposals, and building businesses from ground zero stage.
Before setting up Upwisery Private Wealth in 2017, Anuragg has held leadership positions at leading MNCs like REA-backed PropTiger – Housing.com, S&P-backed Crisil Limited, and Global IPC Cushman & Wakefield. His area of work included handling large teams and P&L responsibility at each of these companies.
He was instrumental in ramping up the product offerings and increasing the brand recall of each of the organizations through participation in various publications, newspapers, Magazines, articles, and TV appearances.
During his 11-year real estate advisory stint, Anuragg has worked closely with several institutional investors such as the Citi Group, Nomura, Morgan Stanley, Actis, HDFC, Standard Chartered, Tishman, Capita land, Ascendas, etc. on their investment and market advisory requirements.
Anuragg Jhanwar
Co-Founder & Partner, Multi-Client Family Office
Experience: 21+ Years
Proficiency: Wealth Management, Startup Advisory, Venture Capital Investments
Associations: Member - Royal Institute of Chartered Surveyors, Board of Fin-tech, Insurance, Media-tech companies
Anuragg is a seasoned finance professional with diverse experience across various sectors and skill sets. He has experience of managing over 40 large families advising them on family constitution, succession and Investment frameworks, 500+ Real Estate consulting and valuation assignments, 200+ Real Estate and education grading mandates, 1000+ startup evaluation proposals, and building businesses from ground zero stage.
Before setting up Upwisery Private Wealth in 2017, Anuragg has held leadership positions at leading MNCs like REA-backed PropTiger – Housing.com, S&P-backed Crisil Limited, and Global IPC Cushman & Wakefield. His area of work included handling large teams and P&L responsibility at each of these companies.
He was instrumental in ramping up the product offerings and increasing the brand recall of each of the organizations through participation in various publications, newspapers, Magazines, articles, and TV appearances.
During his 11-year real estate advisory stint, Anuragg has worked closely with several institutional investors such as the Citi Group, Nomura, Morgan Stanley, Actis, HDFC, Standard Chartered, Tishman, Capita land, Ascendas, etc. on their investment and market advisory requirements.
Prashant Joshi
Co-Founder & Partner | Head - Family Office & Private Wealth
Experience: 23+ Years
Proficiency: Investment Strategy, Family Office Creation, Succession Planning
Prashant is a seasoned wealth management professional with deep domain expertise in the areas of investment management with over 20 years of investing experience across market cycles.
Prashant has helped families articulate and implement their family office goals, from guidance on optimal structure, setting up investment policies and framework, portfolio course correction, succession planning, structuring investments, risk management, and more.
Having witnessed various market cycles for over 25 years, his views on asset classes, market insights, and research are widely respected and regularly featured in national media outlets.
Prashant serves as an advisory council member for several single-family offices and sits on the family trust board of several families.
He in various capacities advises 40+ family offices in India, on matters relating to wealth and beyond wealth. These families have collective assets under management of more than USD 1.7 Billion.
Prashant Joshi
Co-Founder & Partner | Head - Family Office & Private Wealth
Experience: 23+ Years
Proficiency: Investment Strategy, Family Office Creation, Succession Planning
Prashant is a seasoned wealth management professional with deep domain expertise in the areas of investment management with over 20 years of investing experience across market cycles.
Prashant has helped families articulate and implement their family office goals, from guidance on optimal structure, setting up investment policies and framework, portfolio course correction, succession planning, structuring investments, risk management, and more.
Having witnessed various market cycles for over 25 years, his views on asset classes, market insights, and research are widely respected and regularly featured in national media outlets.
Prashant serves as an advisory council member for several single-family offices and sits on the family trust board of several families.
He in various capacities advises 40+ family offices in India, on matters relating to wealth and beyond wealth. These families have collective assets under management of more than USD 1.7 Billion.
In a world where markets can shift quickly and unpredictably, strategic insight into capital deployment is essential. Amidst an ever-widening set of choices, the challenge lies in knowing how and where to allocate with clarity and conviction. By combining data, insight, and expertise, we uncover niche opportunities that position family office portfolios for sustainable growth.
At Upwisery, we have built a dedicated Alternate Investment Desk with a track record of executing direct trades exceeding INR 1,100 Cr for the family offices we serve. We participate across private markets through both direct and indirect strategies. With more than 30 deals completed across geographies, our frameworks are designed to drive long-term capital appreciation. Each opportunity is curated through rigorous due diligence, ensuring alignment with client objectives and the highest standards of integrity.
We aggregate and channel diverse pools of capital from family offices with varying objectives. Our disciplined approach has facilitated $130Mn+ in capital deployment, including 30+ direct trade deals, 4+ indirect investments, 20+ direct/co-investments, and 15+ real estate investments.
Our focus is non–singular, with exceptional opportunities for unique potential and long-term impact. Through curated access to differentiated direct as well as in-direct investment opportunities across asset classes, every allocation meets the highest standards of governance, transparency, and alignment of interest.
Understanding family office objectives, mandates, and risk-return preferences.
Stage 2
Sourcing
Identifying high-quality opportunities through proprietary networks and institutional partners.
Stage 3
Evaluation
Applying rigorous due diligence to assess financial, structural, and governance strength.
Stage 4
Deployment
Understanding family office objectives, mandates, and risk-return preferences.
Stage 5
Monitoring & Review
Continuously tracking performance and providing transparent reporting.
Meet our Team of Alternate Investment Experts
Anuragg Jhanwar
Early Stage Investments | Private Equity/ Venture Capital
Prashant Joshi
Institutional Equity
Prashanth Menon
Real Estates
Abhijit Banerjee
Private Credit
Anuragg Jhanwar
Early Stage Investments | Private Equity/ Venture Capital
Prashant Joshi
Institutional Equity
Prashanth Menon
Private Credit
Abhijit Banerjee
Private Credit
FAQs
What is the Alternate Investment Desk?
The Desk curates and evaluates unlisted equity opportunities for family offices. It grew out of work where Upwisery acted as an extended investment committee for a family office client, scouting, analysing, and presenting deals, and now operates as a dedicated desk serving multiple families.
What does "alternate" cover here?
Unlisted equity, through both primary investments and secondaries where existing funds are seeking exits. The Desk does not cover private credit, and it does not evaluate pre-revenue companies.
What stage of companies does the Desk look at?
Companies at an early-revenue stage and beyond, where the business model is demonstrable and the opportunity can be evaluated on evidence rather than projection alone.
Do you run fixed sector theses?
No. The Desk tracks where market themes and family interest converge; defence, EVs, electronics manufacturing, and semiconductors have been recent areas of activity. The thesis is defined with each family, and our role is to source and assess opportunities against it.
How does the Desk relate to Upwisery's wealth advisory?
The Desk is a specialised capability focused on unlisted assets day to day, which is analytical work of a different character from portfolio advisory. It also supports the evaluation of funds. It operates independently and is open to family offices beyond Upwisery's existing wealth relationships.
Why work through the Desk rather than evaluate deals directly?
Every opportunity we present has been assessed in-house before it reaches you, drawing on the wider firm's capabilities in M&A, tax, and structuring. For a family office, the Desk works as an extended arm for alternate allocation: you set the thesis, we source and evaluate against it.
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