Expansion of Investment Banking team to Bengaluru
70+ member team across the country
Highest Accretion and Top Producer in HO Vertical – Elite Category
Featured among the Top 5 Private Equity and M&A transaction advisors in India (by number of deals)
Featured as the #1 Real Estate Financing Partner in India (by number of deals)
Upwisery Insurance team recognized at the TATA AIG Pinnacle Awards 2024
Successful closure of >$1Bn worth Investment Banking transactions
Certified as a Great Place to Work
Opening of new office for Corporate Insurance in Banjara Hills, Hyderabad
Successful closure of $650Mn worth Investment Banking transactions
Featured amongst the Top 10 Transaction Advisors in India
Rebranding and Launch as Upwisery
Opening of new offices in Bengaluru & Coimbatore
Featured amongst the Top 15 Transaction Advisors in India
Launch of the M&A Tax & Regulatory Services vertical
Opening of new office in Mumbai
Successful closure of $500Mn worth Investment Banking transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Successful closure of our first cross-border M&A deal
The Beginning. Start of our Investment Banking vertical as the brand Stratcap Advisory
Expansion of Investment Banking team to Bengaluru
70+ member team across the country
Highest Accretion and Top Producer in HO Vertical – Elite Category
Featured among the Top 5 Private Equity and M&A transaction advisors in India (by number of deals)
Featured as the #1 Real Estate Financing Partner in India (by number of deals)
Upwisery Insurance team recognized at the TATA AIG Pinnacle Awards 2024
Successful closure of >$1Bn worth Investment Banking transactions
Certified as a Great Place to Work
Opening of new office for Corporate Insurance in Banjara Hills, Hyderabad
Successful closure of $650Mn worth Investment Banking transactions
Featured amongst the Top 10 Transaction Advisors in India
Rebranding and Launch as Upwisery
Opening of new offices in Bengaluru & Coimbatore
Featured amongst the Top 15 Transaction Advisors in India
Launch of the M&A Tax & Regulatory Services vertical
Opening of new office in Mumbai
Successful closure of $500Mn worth Investment Banking transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
2015
Successful closure of our first cross-border M&A deal
The Beginning. Start of our Investment Banking vertical as the brand Stratcap Advisory
Expansion of Investment Banking team to Bengaluru
70+ member team across the country
Highest Accretion and Top Producer in HO Vertical – Elite Category
Featured among the Top 5 Private Equity and M&A transaction advisors in India (by number of deals)
Featured as the #1 Real Estate Financing Partner in India (by number of deals)
Upwisery Insurance team recognized at the TATA AIG Pinnacle Awards 2024
Successful closure of >$1Bn worth Investment Banking transactions
Certified as a Great Place to Work
Opening of new office for Corporate Insurance in Banjara Hills, Hyderabad
Successful closure of $650Mn worth Investment Banking transactions
Featured amongst the Top 10 Transaction Advisors in India
Rebranding and Launch as Upwisery
Opening of new offices in Bengaluru & Coimbatore
Featured amongst the Top 15 Transaction Advisors in India
Launch of the M&A Tax & Regulatory Services vertical
Opening of new office in Mumbai
Successful closure of $500Mn worth Investment Banking transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Successful closure of our first cross-border M&A deal
The Beginning. Start of our Investment Banking vertical as the brand Stratcap Advisory
Expansion of Investment Banking team to Bengaluru
70+ member team across the country
Highest Accretion and Top Producer in HO Vertical – Elite Category
Featured among the Top 5 Private Equity and M&A transaction advisors in India (by number of deals)
Featured as the #1 Real Estate Financing Partner in India (by number of deals)
Upwisery Insurance team recognized at the TATA AIG Pinnacle Awards 2024
Successful closure of >$1Bn worth Investment Banking transactions
Certified as a Great Place to Work
Opening of new office for Corporate Insurance in Banjara Hills, Hyderabad
Successful closure of $650Mn worth Investment Banking transactions
Featured amongst the Top 10 Transaction Advisors in India
Rebranding and Launch as Upwisery
Opening of new offices in Bengaluru & Coimbatore
Featured amongst the Top 15 Transaction Advisors in India
Launch of the M&A Tax & Regulatory Services vertical
Opening of new office in Mumbai
Successful closure of $500Mn worth Investment Banking transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Successful closure of our first cross-border M&A deal
The Beginning. Start of our Investment Banking vertical as the brand Stratcap Advisory
Expansion of Investment Banking team to Bengaluru
70+ member team across the country
Highest Accretion and Top Producer in HO Vertical – Elite Category
Featured among the Top 5 Private Equity and M&A transaction advisors in India (by number of deals)
Featured as the #1 Real Estate Financing Partner in India (by number of deals)
Upwisery Insurance team recognized at the TATA AIG Pinnacle Awards 2024
Successful closure of >$1Bn worth Investment Banking transactions
Certified as a Great Place to Work
Opening of new office for Corporate Insurance in Banjara Hills, Hyderabad
Successful closure of $650Mn worth Investment Banking transactions
Featured amongst the Top 10 Transaction Advisors in India
Rebranding and Launch as Upwisery
Opening of new offices in Bengaluru & Coimbatore
Featured amongst the Top 15 Transaction Advisors in India
Launch of the M&A Tax & Regulatory Services vertical
Opening of new office in Mumbai
Successful closure of $500Mn worth Investment Banking transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Successful closure of our first cross-border M&A deal
The Beginning. Start of our Investment Banking vertical as the brand Stratcap Advisory
Expansion of Investment Banking team to Bengaluru
70+ member team across the country
Highest Accretion and Top Producer in HO Vertical – Elite Category
Featured among the Top 5 Private Equity and M&A transaction advisors in India (by number of deals)
Featured as the #1 Real Estate Financing Partner in India (by number of deals)
Upwisery Insurance team recognized at the TATA AIG Pinnacle Awards 2024
Successful closure of >$1Bn worth Investment Banking transactions
Certified as a Great Place to Work
Opening of new office for Corporate Insurance in Banjara Hills, Hyderabad
Successful closure of $650Mn worth Investment Banking transactions
Featured amongst the Top 10 Transaction Advisors in India
Rebranding and Launch as Upwisery
Opening of new offices in Bengaluru & Coimbatore
Featured amongst the Top 15 Transaction Advisors in India
Launch of the M&A Tax & Regulatory Services vertical
Opening of new office in Mumbai
Successful closure of $500Mn worth Investment Banking transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Successful closure of our first cross-border M&A deal
The Beginning. Start of our Investment Banking vertical as the brand Stratcap Advisory
Expansion of Investment Banking team to Bengaluru
70+ member team across the country
Highest Accretion and Top Producer in HO Vertical – Elite Category
Featured among the Top 5 Private Equity and M&A transaction advisors in India (by number of deals)
Featured as the #1 Real Estate Financing Partner in India (by number of deals)
Upwisery Insurance team recognized at the TATA AIG Pinnacle Awards 2024
Successful closure of >$1Bn worth Investment Banking transactions
Certified as a Great Place to Work
Opening of new office for Corporate Insurance in Banjara Hills, Hyderabad
Successful closure of $650Mn worth Investment Banking transactions
Featured amongst the Top 10 Transaction Advisors in India
Rebranding and Launch as Upwisery
Opening of new offices in Bengaluru & Coimbatore
Featured amongst the Top 15 Transaction Advisors in India
Launch of the M&A Tax & Regulatory Services vertical
Opening of new office in Mumbai
Successful closure of $500Mn worth Investment Banking transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Successful closure of our first cross-border M&A deal
The Beginning. Start of our Investment Banking vertical as the brand Stratcap Advisory
Expansion of Investment Banking team to Bengaluru
70+ member team across the country
Highest Accretion and Top Producer in HO Vertical – Elite Category
Featured among the Top 5 Private Equity and M&A transaction advisors in India (by number of deals)
Featured as the #1 Real Estate Financing Partner in India (by number of deals)
Upwisery Insurance team recognized at the TATA AIG Pinnacle Awards 2024
Successful closure of >$1Bn worth Investment Banking transactions
Certified as a Great Place to Work
Opening of new office for Corporate Insurance in Banjara Hills, Hyderabad
Successful closure of $650Mn worth Investment Banking transactions
Featured amongst the Top 10 Transaction Advisors in India
Rebranding and Launch as Upwisery
Opening of new offices in Bengaluru & Coimbatore
Featured amongst the Top 15 Transaction Advisors in India
Launch of the M&A Tax & Regulatory Services vertical
Opening of new office in Mumbai
Successful closure of $500Mn worth Investment Banking transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Successful closure of our first cross-border M&A deal
The Beginning. Start of our Investment Banking vertical as the brand Stratcap Advisory
Expansion of Investment Banking team to Bengaluru
70+ member team across the country
Highest Accretion and Top Producer in HO Vertical – Elite Category
Featured among the Top 5 Private Equity and M&A transaction advisors in India (by number of deals)
Featured as the #1 Real Estate Financing Partner in India (by number of deals)
Upwisery Insurance team recognized at the TATA AIG Pinnacle Awards 2024
Successful closure of >$1Bn worth Investment Banking transactions
Certified as a Great Place to Work
Opening of new office for Corporate Insurance in Banjara Hills, Hyderabad
Successful closure of $650Mn worth Investment Banking transactions
Featured amongst the Top 10 Transaction Advisors in India
Rebranding and Launch as Upwisery
Opening of new offices in Bengaluru & Coimbatore
Featured amongst the Top 15 Transaction Advisors in India
Launch of the M&A Tax & Regulatory Services vertical
Opening of new office in Mumbai
Successful closure of $500Mn worth Investment Banking transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Successful closure of our first cross-border M&A deal
The Beginning. Start of our Investment Banking vertical as the brand Stratcap Advisory
Expansion of Investment Banking team to Bengaluru
70+ member team across the country
Highest Accretion and Top Producer in HO Vertical – Elite Category
Featured among the Top 5 Private Equity and M&A transaction advisors in India
Featured as the #1 Real Estate Financing Partner in India (by number of deals)
Upwisery Insurance team recognized at the TATA AIG Pinnacle Awards 2024
Successful closure of >$1Bn worth Investment Banking transactions
Certified as a Great Place to Work
Opening of new office for Corporate Insurance in Banjara Hills, Hyderabad
Successful closure of $650Mn worth Investment Banking transactions
Featured amongst the Top 10 Transaction Advisors in India
Rebranding and Launch as Upwisery
Opening of new offices in Bengaluru & Coimbatore
Featured amongst the Top 15 Transaction Advisors in India
Launch of the M&A Tax & Regulatory Services vertical
Opening of new office in Mumbai
Successful closure of $500Mn worth Investment Banking transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Ventured into multi-client family office advisory and private wealth management as the brand FinTrust Advisors
Successful closure of $250Mn of Investment Banking Transactions
Successful closure of our first cross-border M&A deal
The Beginning. Start of our Investment Banking vertical as the brand Stratcap Advisory
Upwisery 10-year journey milestones since its inception in 2014
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We understand that the journey toward your ambitions is unique, having its own set of challenges. With over 250 years of combined experience across sectors, Upwisery offers a unique blend of wisdom and perspective that helps you take the right steps in the right direction.  More than advisors, we become your allies walking alongside you every step of the way, till the very end.
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The Trusted Ally on
Your Growth Journey

We understand that the journey toward your ambitions is unique, having its own set of challenges. With over 250 years of combined experience across sectors, Upwisery offers a unique blend of wisdom and perspective that helps you take the right steps in the right direction.  More than advisors, we become your allies walking alongside you every step of the way, till the very end.
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End-to-End Support
Unbiased Guidance
Long-Term Vision
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Mumbai
301, Metro Avenue, Pereira Lane, Opp. Guru Nanak Petrol Pump, WEH Metro Station, Andheri East, Mumbai, Maharashtra - 400099
+91 9833377307
Get Directions
Hyderabad (Headquarters)
Titanium Building, 5th Floor Plot No 1, 98/8/75-A & 75B, Jubilee Enclave, Madhapur, Hyderabad, Telangana – 500081
040-23112499 / +91 91213 94640
Get Directions
Hyderabad
#203, Ashoka Vishnu Capital, Road No.2, Banjara Hills, Hyderabad, Telangana
500034
040-23112499 / +91 91213 94640
Get Directions
Bengaluru
Prestige Central, 36, Infantry Road,
Bangalore,
Karnataka - 560001
+91 9845240127
Get Directions
Chennai
724 Regus Anna Salai, 7th Floor, Amarasri
313/455 Anna Salai, Teynampet, Chennai
600018
+91 9176849603
Get Directions
COIMBATORE
SR Complex, 181, Raja Annamalai Rd, Loom World, Nesavaalar Colony, Saibaba Colony, Coimbatore, Tamil Nadu - 64101
+91 9994447878
Get Directions
Mumbai
302, Metro Avenue, Pereira Lane, Opp. Guru Nanak Petrol Pump, WEH Metro Station, Andheri East, Mumbai, Maharashtra - 400099
+91 9833377307
Get Directions
Hyderabad (Headquaters)
Titanium Building, 5th Floor Plot No 1, 98/8/75-A & 75B, Jubilee Enclave, Madhapur, Hyderabad, Telangana – 500081
040-23112499 / +91 91213 94640
Get Directions
Hyderabad
#203, Ashoka Vishnu Capital, Road No.2, Banjara Hills, Hyderabad, Telangana
500034
040-49531462
Get Directions
Bengaluru
Brigade Metropolis 2, Summit B, 12th Floor, 9 ITPL Main Road, Garudacharpalya, Mahadevpura, Bengaluru, Karnataka - 560048
+91 9845240127
Get Directions
Chennai
#613, Spaces Express Avenue, 6th Floor, EA Chambers Tower II, 49/50L Whites Road, Royapettah, Chennai 600014
+91 9176849603
Get Directions
COIMBATORE
No 26, SR Complex, Raja Annamalai Road, Saibaba Colony, Coimbatore,
Tamil Nadu - 641011
+91 9994447878
Get Directions
Mumbai
302, Metro Avenue, Pereira Lane, Opp. Guru Nanak Petrol Pump, WEH Metro Station, Andheri East, Mumbai, Maharashtra - 400099
+91 9833377307
Get Directions
Hyderabad (Headquarters)
Titanium Building, 5th Floor Plot No 1, 98/8/75-A & 75B, Jubilee Enclave, Madhapur, Hyderabad, Telangana – 500081
040-23112499
/
+91 91213 94640
Get Directions
Hyderabad
#203, Ashoka Vishnu Capital, Road No. 2,
Banjara Hills, Hyderabad , Telangana
500034
040-49531462
Get Directions
Bangalore
Prestige Central, 36, Infantry Road,
Bangalore,
Karnataka - 560001
+91 9845240127
Get Directions
Chennai
724 Regus Anna Salai, 7th Floor, Amarasri 313/455 Anna Salai, Teynampet, Chennai
600018
+91 9176849603
Get Directions
COIMBATORE
No 26, SR Complex, Raja Annamalai Road, Saibaba Colony, Coimbatore
Tamil Nadu - 641011
+91 9994447878
Get Directions

Connect With Us

Have a query? Contact us for immediate assistance. Your financial success is our priority
Mumbai
301, Metro Avenue, Pereira Lane, Opp. Guru Nanak Petrol Pump, WEH Metro Station, Andheri East, Mumbai, Maharashtra - 400099
+91 9833377307
Get Directions
Hyderabad (Headquarters)
Titanium Building, 5th Floor Plot No 1, 98/8/75-A & 75B, Jubilee Enclave, Madhapur, Hyderabad, Telangana – 500081
040-23112499 / +91 91213 94640
Get Directions
Hyderabad
#203, Ashoka Vishnu Capital, Road No.2, Banjara Hills, Hyderabad, Telangana
500034
040-23112499 / +91 91213 94640
Get Directions
Bengaluru
Prestige Central, 36, Infantry Road,
Bangalore,
Karnataka - 560001
+91 9845240127
Get Directions
Chennai
724 Regus Anna Salai, 7th Floor, Amarasri
313/455 Anna Salai, Teynampet, Chennai
600018
+91 9176849603
Get Directions
COIMBATORE
SR Complex, 181, Raja Annamalai Rd, Loom World, Nesavaalar Colony, Saibaba Colony, Coimbatore, Tamil Nadu - 64101
+91 9994447878
Get Directions
Mumbai
302, Metro Avenue, Pereira Lane, Opp. Guru Nanak Petrol Pump, WEH Metro Station, Andheri East, Mumbai, Maharashtra - 400099
+91 9833377307
Get Directions
Hyderabad (Headquarters)
Titanium Building, 5th Floor Plot No 1, 98/8/75-A & 75B, Jubilee Enclave, Madhapur, Hyderabad, Telangana – 500081
040-23112499
/
+91 91213 94640
Get Directions
Hyderabad
#203, Ashoka Vishnu Capital, Road No. 2,
Banjara Hills, Hyderabad , Telangana
500034
040-49531462
Get Directions
Bangalore
Prestige Central, 36, Infantry Road,
Bangalore,
Karnataka - 560001
+91 9845240127
Get Directions
Chennai
724 Regus Anna Salai, 7th Floor, Amarasri 313/455 Anna Salai, Teynampet, Chennai
600018
+91 9176849603
Get Directions
COIMBATORE
No 26, SR Complex, Raja Annamalai Road, Saibaba Colony, Coimbatore
Tamil Nadu - 641011
+91 9994447878
Get Directions
Mumbai
302, Metro Avenue, Pereira Lane, Opp. Guru Nanak Petrol Pump, WEH Metro Station, Andheri East, Mumbai, Maharashtra - 400099
+91 9833377307
Get Directions
Hyderabad (Headquaters)
Titanium Building, 5th Floor Plot No 1, 98/8/75-A & 75B, Jubilee Enclave, Madhapur, Hyderabad, Telangana – 500081
040-23112499 / +91 91213 94640
Get Directions
Hyderabad
#203, Ashoka Vishnu Capital, Road No.2, Banjara Hills, Hyderabad, Telangana
500034
040-49531462
Get Directions
Bengaluru
Brigade Metropolis 2, Summit B, 12th Floor, 9 ITPL Main Road, Garudacharpalya, Mahadevpura, Bengaluru, Karnataka - 560048
+91 9845240127
Get Directions
Chennai
#613, Spaces Express Avenue, 6th Floor, EA Chambers Tower II, 49/50L Whites Road, Royapettah, Chennai 600014
+91 9176849603
Get Directions
COIMBATORE
No 26, SR Complex, Raja Annamalai Road, Saibaba Colony, Coimbatore,
Tamil Nadu - 641011
+91 9994447878
Get Directions
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Direct Investments & Managed Accounts (Mutual Funds, PMS, ETF, AIF)
Equities
Fixed Income
Real Estate
Alternates
High Yielding Private Debt
Private Equity
Collectables
Structured Products
Multi-strategy Funds
Commodities
Research-as-a-service
Beyond Wealth
Succession Planning
Family Constitution
CSR & Philanthropy
Concierge (Travel & Sports)
Empowering next generation
Comprehensive Reporting
Multi-Asset
Multi-Advisor
Multi-Currency
Multi-Geography
Multi-Entity
Smiling man in a dark blazer and white shirt standing indoors against a light background.
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
Kapil Mehan upwisery partner
Upwisery has advised me since their Private Wealth vertical began. The young, energetic team consistently innovates to enhance financial market advice. I wish them continued success and hope they maintain their agility as they grow.
Kapil Mehan
Strategic Advisor, Agri Business Veteran
Amit upwisery partner
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
Board Member & Head of Family Office, LNB Group
Parekh upwisery partner
We needed help with succession planning and required someone to guide us through the complexities. Upwisery simplified everything and developed a clear succession plan. Their assistance with family trust formation and wealth distribution was invaluable.
Dr. Parekh
M.D. , Care Hospitals
Trusted by Industry Leaders
Upwisery Testimonials Review: Bharadwaj Obula Reddy, Founder & CEO, Mordor Intelligence
Mordor Intelligence has worked with Upwisery for years across investment banking, treasury/capital management, and tax advisory. Upwisery helped us make our first acquisition, and we couldn’t be happier with the process and results. Partner identification, due diligence, and closure were seamless.
Bharadwaj Obula Reddy
CEO, Mordor Intelligence
Upwisery Partner
Upwisery has been our sounding board at Centro since 2017, advising on our sale to Reliance Retail and helping corporatize operations. Always dependable, they provide balanced views on complex matters. I take pride in associating with them as top investment bankers in the consumer sector.
Sridhar Ganesh Bollam
Founder & Director, Centro
Upwisery Partner
Upwisery assisted Prasad Seeds in bidding for a large government project, the first of its kind. They were prompt in researching the sector and did a fine job on the Bid document. Their knowledge, execution skills, and coordination enabled us to make an effective pitch.
Hemanth Karumanchi
Director, Prasad Seeds
Upwisery Partner
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
Amit upwisery partner
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
Board Member & Head of Family Office, LNB Group
Man sitting at a desk with hands clasped, wearing a gray polo shirt, in a bright office.
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
Man wearing a blue Calvin Klein jeans t-shirt sitting at a table with a Sony Vaio laptop.
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
Smiling man in a dark blazer and white shirt standing indoors against a light background.
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
Smiling man in a dark blazer and white shirt standing indoors against a light background.
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
Kapil Mehan upwisery partner
Upwisery has advised me since their Private Wealth vertical began. The young, energetic team consistently innovates to enhance financial market advice. I wish them continued success and hope they maintain their agility as they grow.
Kapil Mehan
Strategic Advisor, Agri Business Veteran
Amit upwisery partner
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
Board Member & Head of Family Office, LNB Group
Parekh upwisery partner
We needed help with succession planning and required someone to guide us through the complexities. Upwisery simplified everything and developed a clear succession plan. Their assistance with family trust formation and wealth distribution was invaluable.
Dr. Parekh
M.D. , Care Hospitals
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ESG
YASHAM logo with a stylized floral icon above and the tagline 'Beyond Chemicals Building Partnership' below.Logo with the word VIRCHOWS in bold white letters inside a green rectangle outlined in white.NEXON Paints logo with the letter O depicted as a colorful circular brushstroke in red, orange, yellow, green, and blue.AUTOMARK logo in red with a geometric design around the letter O.Yasharth Wellness Solutions logo with the tagline 'Beautiful Brands In Professional Hands'.Green stylized P with leaf design and text 'PARIJAT' followed by the slogan 'Enabling. Growth. Responsibly.'Recipharm logo with the tagline 'good for business.'Covalent Laboratories Private Limited company logo with stylized C.Spansules logo with the tagline Growth through Research.Virinchi Hospitals logo with colorful abstract cell shapes above the name and the tagline 'Cell Correct'.Omega hospital logoPremas Biotech company logo with stylized orange and purple letter P above the company name.Blue oval logo with the word Centaur in white letters.Ortho Clinical Diagnostics logo text with 'Ortho' in red and 'Clinical Diagnostics' in gray.Red text HETERO inside an incomplete red circle with the letter O overlapping the circle on a white background.NATCO text in red inside a blue oval shape on white background.Chemveda Life Sciences company logo with stylized green and blue leaf shapes.Premier Hospital logo with blue circular shapes above the text.Logo with white lowercase letters 'iavi' inside a solid blue circle on a white background.Emblem of the Department of Biotechnology, Government of India, featuring the Lion Capital of Ashoka with 'सत्यमेव जयते' inscription.Healthware logo with the word 'healthware' in gray lowercase text and a small blue square at the upper right corner.NIFTY LABS company logo with stylized N and blue text.CHEMO logo featuring a circular swirl design in blue and green above the word CHEMO in gray letters.Asia Healthcare Holdings logo with stylized initials AHH in dark blue above company name.DRU GOLD logo with red stylized star-like graphic above the brand name in bold red letters.Veefin company logo with stylized green and black shield emblem to the left of the text.Aavas Financiers Ltd logo with blue and red background and the tagline 'Sapne Aapke, Saath Hamaara' in black text.Zaggle company logo in red with a stylized 'Z' inside a circle.Logo with an orange stylized sun, a green human figure reaching upward, and the word 'Light' in blue text.Validus Wealth company logo.Fampay logoASK Investment Managers logo with stylized white text on a dark teal background.Polycab logo with a red power symbol above the company name in red text.Logo for BAA Steel Industries Ltd. with stylized B in pink and black text.PRECA logo with text: Pre-stressed concrete solutions, an ISO 9001:2015 company.Meil logo with red stylized M and blue text on a white background.Theis company logo with stylized T and number 8 integrated, accompanied by the tagline 'Steel. Excellence. Passion.'Thermax logo with bold red stylized 'T' above the text 'THERMAX'.L3ST logo with stylized blue letters and a red swoosh above the tagline 'HARDCORE HARDWARE PLUS'.Metaflex logo with red geometric shapes forming an abstract design around the text.Stylized letter R logo with company name Raphe Amphibr in modern black font and a small blue triangle beneath.POCL brand logo in red with registered trademark symbol.Mytrah company logo with a blue stylized star shape above the text MYTRAH.Stylized red letter S overlapping a red square on a transparent background.Kalyani Bharat Forge company logo with blue geometric icon and text on white background.Fomento Resources logo.Centro logo with tagline fashion for your feet.Logo of Craft Maestros with the tagline 'Made By The Greats' and a circular emblem containing the letters C and M.R.S. Brothers text logo on a red rectangular background.Black WRÓGN text with a stylized crown-like symbol above the letter O on a white background.Colorful text logo reading 'firstcry.com' with each letter in a different bright color.Woman with tattoos sitting on a bed wearing a hoodie, with a skull painting on the wall behind her.South India shopping mall logo with colorful abstract bird above blue, orange, and purple shapes.Text '[RBL]' in bold black font with a superscript '10' in gold color.Logo with the word 'Mebaz' in white letters on an orange rectangular background.Logo of MENSA with a dotted gold outline of a house above the text and the phrase 'HOUSE OF BRANDS' below.GlobalBees logo.Logo with a white chicken holding a fried egg on a yellow background and text 'EGGOZ HAR ROZ'.Logo text reading 'BAY WINDOW' on a dark background.Kanakavalli brand name with a small deer icon above the text.Shree Shivam logo with tagline The Togetherness Store on red background.Paradise logo with stylized P and text 'A Legend. Since 1953' in brown and orange.Text reading 'Label RITU KUMAR' with 'Label' in a large serif font above 'RITU KUMAR' in smaller capital letters.Kimberly-Clark logoBlack text logo reading 'we360ai' with the 'o' stylized as a gray circle with a red dot in the center.Blue hexagonal logo icon next to the word 'Telebu' in dark blue text.Mordor Intelligence company logo.Locobuzz logo with a blue square icon on the left and the company name in black and blue text.Techwave company logo with stylized hexagonal icon and text.Entersoft company logo with stylized blue geometric design above the word 'ENTERSOFT'.Black and yellow Cargojet logo with stylized arrow symbol on a white background.Icertis Applied Cloud logo with 'Cloud' in a blue cloud shape.Logo with the text 'India Filings' encircled by an orange and green oval border.STL logo with blue letters and a green arrow integrated in the letter L.Tietoevry company logo with stylized pixel design on the left.Anitra brand logo with stylized red and pink geometric shape above lowercase black text.Nazara logo with intertwined red, yellow, and blue curved shapes above the text 'Nazara'.Piramal Realty company logo with stylized orange flame graphic.JAYABHERI brand name with a star-shaped logo on the left.Blue Phoenix logo with stylized bird icon to the right of the text.Honer Homes company logo in blue and pink.Incor logo with a green play button integrated into the letter O.Vessella Group logo featuring a stylized blue checkmark above the company name.Northstar Homes logo with a stylized star in blue and green colors.Oorjita Builders & Developers Pvt. Ltd. company logo.clogo with tagline Living Modernised.Indis company logo with a colorful geometric hexagonal design to the top right.GreenMark Developers logo with three overlapping green leaves above the text.JRC logo.Blue square logo with the text 'Pbel City' and slogan 'Begin to live life' in blue font.Logo featuring a circular emblem with a lighthouse emitting beams above the word Alexandria in uppercase letters.Muppa logo with the slogan Inspired Living!Rajapushpa Ayurveda Pvt Ltd logo featuring a stylized red and black lotus design with a water droplet above it.ASBL logo with the tagline Realty of Tomorrow beneath it.Aditya Builders & Company logo with the tagline 'Creating Landmarks'.Salarpuria Sattva company logo featuring a stylized S with a cityscape and a rising bar chart in blue, green, orange, and red.Embassy REIT logo with a stylized black triangular emblem and the text 'EMBASSY' in orange and 'REIT' in black below.Logo of Asia Engineering Company Pvt. Ltd. with a green triangular abstract design to the left and the company name to the right.Merilytics logo with tagline An Accordion Company.Rare Asset Reconstruction Limited company logo with gold geometric icon and blue text.Küche7 brand logo with 'küche' in gray and a stylized red number 7.Warner Music Group logo with stylized 'W' in a blue rounded square.Laqshya Media Group logo with a red dot inside the letter Q and a horizontal red line beneath.LNB Group logo with the tagline Securing a brighter tomorrow.Logo reading 'mediamagic' with the tagline 'Product Engineering Specialist' underneath.Asian Cinemas logo with two overlapping blue circles and the tagline 'it's showtime!'Blue capital letters spelling DURA on a black background.ETG logo with black left arrow and red right arrow above the letters.Logo with red stylized letters 'RV' above the name Raghu Vamsi in black text.ZETATEK logo with globe, aircraft, and tagline 'Committed to Excellence'.Srinivasa Farms logo in blue text with a trademark symbol.CORNEXT logo with the letter C formed by yellow petal shapes arranged in a circular pattern.Vijayanagar Sugar Pvt. Ltd. logo with green sugarcane graphic and tagline 'Inspired by glory and driven by passion.'Logo for A' La Liberty, a vegetarian fine dining restaurant, featuring a spoon and fork icon.Voilà! f9 Gourmet logo with pink and gray color scheme.Junior Kuppanna logo with the year 1960.Logo with red text reading 'Home Made Baker's Biskies' inside a rounded arch shape.ALTMIN wordmark with a gold square bracket design on the left.Visaka logo with a stylized red 'V' inside a red circle and three ascending red roof-like lines above it.Freyr Energy logo with the tagline 'making solar simple'.UNIGAS logo featuring a gray outline of Texas with blue flames and the text Universal Natural Gas.WEGOT logo with stylized colorful swirl and green letter O.VARCAS company logo with stylized blue letter V above the name.ReCircle logo with an infinity loop symbol and the tagline Recover. Recycle. Rethink.
YASHAM logo with a stylized floral icon above and the tagline 'Beyond Chemicals Building Partnership' below.Logo with the word VIRCHOWS in bold white letters inside a green rectangle outlined in white.NEXON Paints logo with the letter O depicted as a colorful circular brushstroke in red, orange, yellow, green, and blue.AUTOMARK logo in red with a geometric design around the letter O.Yasharth Wellness Solutions logo with the tagline 'Beautiful Brands In Professional Hands'.Green stylized P with leaf design and text 'PARIJAT' followed by the slogan 'Enabling. Growth. Responsibly.'
Recipharm logo with the tagline 'good for business.'Covalent Laboratories Private Limited company logo with stylized C.Spansules logo with the tagline Growth through Research.Virinchi Hospitals logo with colorful abstract cell shapes above the name and the tagline 'Cell Correct'.Omega hospital logoPremas Biotech company logo with stylized orange and purple letter P above the company name.Blue oval logo with the word Centaur in white letters.Ortho Clinical Diagnostics logo text with 'Ortho' in red and 'Clinical Diagnostics' in gray.Red text HETERO inside an incomplete red circle with the letter O overlapping the circle on a white background.NATCO text in red inside a blue oval shape on white background.Chemveda Life Sciences company logo with stylized green and blue leaf shapes.Premier Hospital logo with blue circular shapes above the text.Logo with white lowercase letters 'iavi' inside a solid blue circle on a white background.Emblem of the Department of Biotechnology, Government of India, featuring the Lion Capital of Ashoka with 'सत्यमेव जयते' inscription.Healthware logo with the word 'healthware' in gray lowercase text and a small blue square at the upper right corner.NIFTY LABS company logo with stylized N and blue text.CHEMO logo featuring a circular swirl design in blue and green above the word CHEMO in gray letters.Asia Healthcare Holdings logo with stylized initials AHH in dark blue above company name.
DRU GOLD logo with red stylized star-like graphic above the brand name in bold red letters.Veefin company logo with stylized green and black shield emblem to the left of the text.Aavas Financiers Ltd logo with blue and red background and the tagline 'Sapne Aapke, Saath Hamaara' in black text.Zaggle company logo in red with a stylized 'Z' inside a circle.Logo with an orange stylized sun, a green human figure reaching upward, and the word 'Light' in blue text.Validus Wealth company logo.Fampay logoASK Investment Managers logo with stylized white text on a dark teal background.
Polycab logo with a red power symbol above the company name in red text.Logo for BAA Steel Industries Ltd. with stylized B in pink and black text.PRECA logo with text: Pre-stressed concrete solutions, an ISO 9001:2015 company.Meil logo with red stylized M and blue text on a white background.Theis company logo with stylized T and number 8 integrated, accompanied by the tagline 'Steel. Excellence. Passion.'Thermax logo with bold red stylized 'T' above the text 'THERMAX'.L3ST logo with stylized blue letters and a red swoosh above the tagline 'HARDCORE HARDWARE PLUS'.Metaflex logo with red geometric shapes forming an abstract design around the text.Stylized letter R logo with company name Raphe Amphibr in modern black font and a small blue triangle beneath.POCL brand logo in red with registered trademark symbol.Mytrah company logo with a blue stylized star shape above the text MYTRAH.Stylized red letter S overlapping a red square on a transparent background.Kalyani Bharat Forge company logo with blue geometric icon and text on white background.Fomento Resources logo.
Centro logo with tagline fashion for your feet.Logo of Craft Maestros with the tagline 'Made By The Greats' and a circular emblem containing the letters C and M.R.S. Brothers text logo on a red rectangular background.Black WRÓGN text with a stylized crown-like symbol above the letter O on a white background.Colorful text logo reading 'firstcry.com' with each letter in a different bright color.Woman with tattoos sitting on a bed wearing a hoodie, with a skull painting on the wall behind her.South India shopping mall logo with colorful abstract bird above blue, orange, and purple shapes.Text '[RBL]' in bold black font with a superscript '10' in gold color.Logo with the word 'Mebaz' in white letters on an orange rectangular background.Logo of MENSA with a dotted gold outline of a house above the text and the phrase 'HOUSE OF BRANDS' below.GlobalBees logo.Logo with a white chicken holding a fried egg on a yellow background and text 'EGGOZ HAR ROZ'.Logo text reading 'BAY WINDOW' on a dark background.Kanakavalli brand name with a small deer icon above the text.Shree Shivam logo with tagline The Togetherness Store on red background.Paradise logo with stylized P and text 'A Legend. Since 1953' in brown and orange.Text reading 'Label RITU KUMAR' with 'Label' in a large serif font above 'RITU KUMAR' in smaller capital letters.Kimberly-Clark logo
Black text logo reading 'we360ai' with the 'o' stylized as a gray circle with a red dot in the center.Blue hexagonal logo icon next to the word 'Telebu' in dark blue text.Mordor Intelligence company logo.Locobuzz logo with a blue square icon on the left and the company name in black and blue text.Techwave company logo with stylized hexagonal icon and text.Entersoft company logo with stylized blue geometric design above the word 'ENTERSOFT'.Black and yellow Cargojet logo with stylized arrow symbol on a white background.Icertis Applied Cloud logo with 'Cloud' in a blue cloud shape.Logo with the text 'India Filings' encircled by an orange and green oval border.STL logo with blue letters and a green arrow integrated in the letter L.Tietoevry company logo with stylized pixel design on the left.Anitra brand logo with stylized red and pink geometric shape above lowercase black text.Nazara logo with intertwined red, yellow, and blue curved shapes above the text 'Nazara'.
Piramal Realty company logo with stylized orange flame graphic.JAYABHERI brand name with a star-shaped logo on the left.Blue Phoenix logo with stylized bird icon to the right of the text.Honer Homes company logo in blue and pink.Incor logo with a green play button integrated into the letter O.Vessella Group logo featuring a stylized blue checkmark above the company name.Northstar Homes logo with a stylized star in blue and green colors.Oorjita Builders & Developers Pvt. Ltd. company logo.clogo with tagline Living Modernised.Indis company logo with a colorful geometric hexagonal design to the top right.GreenMark Developers logo with three overlapping green leaves above the text.JRC logo.Blue square logo with the text 'Pbel City' and slogan 'Begin to live life' in blue font.Logo featuring a circular emblem with a lighthouse emitting beams above the word Alexandria in uppercase letters.Muppa logo with the slogan Inspired Living!Rajapushpa Ayurveda Pvt Ltd logo featuring a stylized red and black lotus design with a water droplet above it.ASBL logo with the tagline Realty of Tomorrow beneath it.Aditya Builders & Company logo with the tagline 'Creating Landmarks'.Salarpuria Sattva company logo featuring a stylized S with a cityscape and a rising bar chart in blue, green, orange, and red.Embassy REIT logo with a stylized black triangular emblem and the text 'EMBASSY' in orange and 'REIT' in black below.
Logo of Asia Engineering Company Pvt. Ltd. with a green triangular abstract design to the left and the company name to the right.Merilytics logo with tagline An Accordion Company.Rare Asset Reconstruction Limited company logo with gold geometric icon and blue text.Küche7 brand logo with 'küche' in gray and a stylized red number 7.Warner Music Group logo with stylized 'W' in a blue rounded square.Laqshya Media Group logo with a red dot inside the letter Q and a horizontal red line beneath.LNB Group logo with the tagline Securing a brighter tomorrow.Logo reading 'mediamagic' with the tagline 'Product Engineering Specialist' underneath.Asian Cinemas logo with two overlapping blue circles and the tagline 'it's showtime!'Blue capital letters spelling DURA on a black background.ETG logo with black left arrow and red right arrow above the letters.Logo with red stylized letters 'RV' above the name Raghu Vamsi in black text.ZETATEK logo with globe, aircraft, and tagline 'Committed to Excellence'.
Srinivasa Farms logo in blue text with a trademark symbol.CORNEXT logo with the letter C formed by yellow petal shapes arranged in a circular pattern.Vijayanagar Sugar Pvt. Ltd. logo with green sugarcane graphic and tagline 'Inspired by glory and driven by passion.'Logo for A' La Liberty, a vegetarian fine dining restaurant, featuring a spoon and fork icon.Voilà! f9 Gourmet logo with pink and gray color scheme.Junior Kuppanna logo with the year 1960.Logo with red text reading 'Home Made Baker's Biskies' inside a rounded arch shape.
ALTMIN wordmark with a gold square bracket design on the left.Visaka logo with a stylized red 'V' inside a red circle and three ascending red roof-like lines above it.Freyr Energy logo with the tagline 'making solar simple'.UNIGAS logo featuring a gray outline of Texas with blue flames and the text Universal Natural Gas.WEGOT logo with stylized colorful swirl and green letter O.VARCAS company logo with stylized blue letter V above the name.ReCircle logo with an infinity loop symbol and the tagline Recover. Recycle. Rethink.
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