Step by Step We Build Success Together
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
The Trusted Ally on 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.
Bespoke Solutions
Leveraging deep cross-vertical expertise, we tailor bespoke offerings aligned with your unique goals.
End-to-End Support
We become an extension of your team, seeing projects through from concept to completion.
Unbiased Guidance
We prioritize your best interests, offering transparent and honest advice.
Long-Term Vision
We invest in lasting partnerships, committed to your journey’s success.
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The Trusted Ally onGrowth 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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