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Alternate Investment Desk

Compounding Capital into Value
Bringing The Edge of Selection to Access
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.
Navigate Alternatives

Our Investment Philosophy

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.
Venture
Capital
Venture
Debt
Private Equity/
Secondaries/Pre-IPO
Private Credit /Structured Debt
Real
Estate
Art &
Philanthropy

Turning Access into Impact

Stage 1
Discovery
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

Tap on Your Edge in Alternatives

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