Transactions & Advisory Credentials | PE, M&A, Structured Debt

Trusted by Your Peers & Industry Leaders

Upwisery has been crucial for Centro, guiding us through milestones like our Majority Stake Sale to Reliance Retail. Their expertise helped us implement best practices, and we value their exceptional advice in the consumer sector.

Sridhar Ganesh Bollam

Founder & Director, Centro

I’m a recent client of Upwisery and already have growing confidence in their skill sets and work ethic. While many firms focus on investment management, Upwisery’s expertise in stressed asset and structured real estate deals sets them apart.

Vikram Kailas

Managing Director, Mytrah Energy

Sridhar Ganesh Bollam

Founder & Director, Centro

We started working with Upwisery last year and were immediately impressed with their ability to get into the details, effectiveness in working across all functions in the company, and willingness to challenge our assumptions and provide meaningful, implementable and value added solutions.

Saurabh Marda

Managing Director, Freyr Energy

Sridhar Ganesh Bollam

Founder & Director, Centro

Vikram Kailas

Managing Director, Freyr Energy

I’ve known the founding members of Upwisery Private Wealth for a long time and am pleased to see them fill a crucial gap in the family office ecosystem. They are highly knowledgeable, professional, and ethical, delivering expert, multidisciplinary advice while prioritizing my interests.

Amit Mehta

Founder & Director, Centro