Multi-Client Family Office
Wealth. Life. Harmonized.
Preserve Your Legacy and Empower Future Generations
Building wealth is a journey, but ensuring it transcends generations requires specialized expertise that goes beyond financial planning. It involves deep questions about legacy and shared values, as well as countless details and strategies to sustain wealth, invest it, transfer it efficiently and prepare loved ones for the responsibilities of inheritance.
At Upwisery, we understand that family wealth is the foundation for your family’s present and future, a legacy you want to nurture and pass on with purpose. We can help establish a clear vision of what the family hopes to achieve, foster greater communication and sustain wealth across generations by working closely with families and their staffs to ensure the family office is delivering the best planning practices and administering sophisticated wealth strategies in the most efficient manner.
Mandatory Disclosure by Upwisery Advisors LLP (Investment Advisors)
At Upwisery, we understand that family wealth is the foundation for your family’s present and future, a legacy you want to nurture and pass on with purpose. We can help establish a clear vision of what the family hopes to achieve, foster greater communication and sustain wealth across generations by working closely with families and their staffs to ensure the family office is delivering the best planning practices and administering sophisticated wealth strategies in the most efficient manner.
Mandatory Disclosure by Upwisery Advisors LLP (Investment Advisors)
Regulatory Information, Investor Charter, & Grievance Redressal
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Status of Investor Complaints
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Uniquely Positioned to Help You
With a collective 300+ years experience of working with wealthy families, we have the resources and expertise to help family offices achieve their goals, giving you the confidence that you won’t miss out on cutting-edge insight or an emerging opportunity whenever they’re needed. Our team of multi-disciplinary experts across investment management, investment banking, tax planning, estate planning, and more – all under one roof - ensures that the family office is executing at the highest level.
Legacy
Trust & Estate Planning
Family Constitution
Philanthropy
Growth
Asset Allocation &
Investment Management
Investment Management
Alternate Investment Desk
Real Estate Advisory
Continuity
Empowering Next-
Generation Leadership
Generation Leadership
Family Mentorship Programs
Jurisdiction Selection
Secure
Risk Management
& Insurance
& Insurance
Tax Planning
Structuring Solutions
Enablement
Setting Up Family Office
Legal Advisory
Comprehensive Reporting
Concierge Services
Legacy
Trust & Estate Planning
Family Constitution
Philanthropy
Growth
Asset allocation & Investment management
Alternate investment desk
Real estate advisory
Continuity
Empowering Next-Generation Leadership
Family Mentorship Programs
Jurisdiction selection
Secure
Risk management & Insurance
Tax planning
Structuring solutions
Enablement
Setting Up Family Office
Legal advisory
Comprehensive reporting
Concierge services
The Trusted Voice You Can Rely On
On Your Side of the Table
We evaluate and consolidate various current service providers and choose best-in-class solutions with no bias.
Competent, Consistent, Independent
We are completely aligned with your interests and offer holistic family office advisory services.
Open Architecture Philosophy
We are your extended team. We complement your existing strengths and can easily integrate your current advisors.
Highly Discreet
You can expect a high level of confidentiality in family affairs - in totality as well as between service providers.
Trusted by Industry Leaders
One thing that sets apart Upwisery from most other peers is the level of trust, genuineness, and client centricity that they bring on the table. They are highly knowledgeable, thoroughly prepared, very professional, and ethical. Through their investment office, Real Estate, Stressed Asset & Private Equity teams, they deliver multidisciplinary advice one needs while keeping my interest at the heart of their services.
Amit Mehta
Director & Head – Family Office, LNB Group
In the last six years of working with Upwisery, we've used their investment banking, wealth management, and corporate structuring services with excellent results. My relationship with Upwisery is built on trust and clear communication. They tailor their services to meet our goals, whether it is managing investment or working on both buy and sell side deals. I trust Upwisery as a long-term partner because they consistently provide strong advice and support throughout every transaction.
Mayur Khara
Managing Director, Automark Industries
The format of the Upwisery team to have independent teams under one roof that deal with private wealth, investment banking, structuring, succession planning, and real estate, I think is very unique. Their ability to provide investment and risk frameworks gives them a real competitive edge in a crowded family marketplace.
Sayee Divi
Serial Entrepreneur
We have known the founding members of Upwisery Family Office since 2015 and have greatly appreciated the advice provided by the team over the years. They have effectively managed our family office in investments, estate planning and beyond. We have the utmost trust and confidence in the team and genuinely value their guidance, knowing they are responsible stewards of our capital. We wish them all the success!!
Praveen & Shanti Atluri
Serial Entrepreneur
Upwisery has patiently helped me to navigate the financial markets and make me informed about the investment decisions. They have exceptional knowledge about the financial markets and are outstanding investment strategist. Their ability of fund manager selection and capabilities are outstanding, characterized by their transparency and objectivity. Upwisery is one of the few firms focused on risk frameworks and downside protection, which adds an extra edge to my investment portfolio.
Damodar Reddy
Serial Entrepreneur
We joined hands with Upwisery about two years back. We have worked with Upwisery team on multiple transactions like family restructuring, succession planning, due diligence, investment advice. I have found that they've got a great expertise and knowledge in their domain.
Rishab Jain
CFO & Head – Family Office, Bikaji Foods & Financials Limited
I commend Upwisery for the very professional and ethical approach that you take towards business. From being able to help us understand the portfolio approach, looking at different asset classes, giving us the right kind of guidance, having a team to help us evaluate deals as they come along, and being that partner that helps us understand the broader landscape has been extremely useful.
Aditya Vuchi
AVNM Ventures, ex-Media Mint Founders
One thing that sets apart Upwisery from most other peers is the level of trust, genuineness, and client centricity that they bring on the table. They are highly knowledgeable, thoroughly prepared, very professional, and ethical. Through their investment office, Real Estate, Stressed Asset & Private Equity teams, they deliver multidisciplinary advice one needs while keeping my interest at the heart of their services.
Amit Mehta
Board Member & Head of Family Office, LNB Group
In the last six years of working with Upwisery, we've used their investment banking, wealth management, and corporate structuring services with excellent results. My relationship with Upwisery is built on trust and clear communication. They tailor their services to meet our goals, whether it is managing investment or working on both buy and sell side deals. I trust Upwisery as a long-term partner because they consistently provide strong advice and support throughout every transaction.
Mayur Khara
Managing Director, Automark Industries
The format of the Upwisery team to have independent teams under one roof that deal with private wealth, investment banking, structuring, succession planning, and real estate, I think is very unique. Their ability to provide investment and risk frameworks gives them a real competitive edge in a crowded family marketplace.
Sayee Divi
Serial Entrepreneur
We have known the founding members of Upwisery Family Office since 2015 and have greatly appreciated the advice provided by the team over the years. They have effectively managed our family office in investments, estate planning and beyond. We have the utmost trust and confidence in the team and genuinely value their guidance, knowing they are responsible stewards of our capital. We wish them all the success!
Praveen & Shanti Atluri
Serial Entrepreneur
Upwisery has patiently helped me to navigate the financial markets and make me informed about the investment decisions. They have exceptional knowledge about the financial markets and are outstanding investment strategist. Their ability of fund manager selection and capabilities are outstanding, characterized by their transparency and objectivity. Upwisery is one of the few firms focused on risk frameworks and downside protection, which adds an extra edge to my investment portfolio.
Damodar Reddy
Serial Entrepreneur
We joined hands with Upwisery about two years back. We have worked with Upwisery team on multiple transactions like family restructuring, succession planning, due diligence, investment advice. I have found that they've got a great expertise and knowledge in their domain.
Rishab Jain
CFO & Head – Family Office, Bikaji Foods & Financials Limited
I commend Upwisery for the very professional and ethical approach that you take towards business. From being able to help us understand the portfolio approach, looking at different asset classes, giving us the right kind of guidance, having a team to help us evaluate deals as they come along, and being that partner that helps us understand the broader landscape has been extremely useful.
Aditya Vuchi
AVNM Ventures, ex-Media Mint Founders
Meet Our Team of Multi-Disciplinary Family Office Experts
Prashant Joshi
Co-Founder & Partner
Hyderabad
Anurag Jhanwar
Co-Founder & Partner
Mumbai
Anuj Kapoor
Founder & Partner
Hyderabad | Mumbai
Abhijeet Banerjee
Co-Founder & Partner
Hyderabad
Rohit Kacholia
Co-Founder & Partner
Mumbai
Arvind Chaudhary
Co-Founder & Partner
Mumbai
Suneetha Patnaik
Co-Founder & Partner
Hyderabad
Vikas Khaitan
Co-Founder & Partner
Hyderabad
Prashant Joshi
Co-Founder & Partner
Hyderabad
Anuragg Jhanwar
Co-Founder & Partner
Mumbai
Vikas Khaitan
Co-Founder & Partner
Hyderabad
Anuj Kapoor
Founder & Partner
Hyderabad | Mumbai
Abhijit Banerjee
Co-Founder & Partner
Hyderabad
Prashanth Menon
Co-Founder & Partner
Hyderabad
Rohit Kacholia
Co-Founder & Partner
Mumbai
Arvind Chaudhary
Co-Founder & Partner
Mumbai
Suneetha Patnaik
Principal Officer
Hyderabad
Somaraju Srinivasa Rao
Director
Hyderabad
Animesh Kumarr
Partner
Hyderabad
Prashant Joshi
Co-Founder & Partner
Hyderabad
Anuragg Jhanwar
Co-Founder & Partner
Mumbai
Vikas Khaitan
Co-Founder & Partner
Hyderabad
Anuj Kapoor
Founder & Partner
Hyderabad | Mumbai
Abhijit Banerjee
Co-Founder & Partner
Hyderabad
Prashanth Menon
Co-Founder & Partner
Hyderabad
Rohit Kacholia
Co-Founder & Partner
Mumbai
Arvind Chaudhary
Co-Founder & Partner
Mumbai
Suneetha Patnaik
Principal Officer
Hyderabad
Somaraju Srinivasa Rao
Director
Hyderabad
Animesh Kumarr
Partner
Hyderabad
Stay Informed, Stay Ahead
prashant joshi | April 15, 2026
Indian Market Cycles:
Drawdowns, Tranches & the Discipline of Recovery & Outsized Returns
Drawdowns, Tranches & the Discipline of Recovery & Outsized Returns
The Upwisery team analysed 21 years of Indian market cycles to uncover how drawdowns and recoveries have shaped long-term wealth creation.
Read More
prashant joshi | Nov 10, 2025
Decades of Active vs Passive Management: Analysis of Indian Landscape Since 2010
The Upwisery research team recently conducted an in-depth review of India’s investment landscape since 2010, analysing seven-year rolling returns of actively managed funds across decades and market capitalisations.
Read More
Naveen Kanth | jul 10, 2025
Gold vs Silver: Tactical Investment View
Gold and silver offer complementary investment opportunities in 2025, with gold providing stability and a hedge against economic uncertainty, while silver presents greater growth potential driven by strong industrial demand, supply deficits, and historically favorable valuation metrics.
Read More
prashant joshi | jan 8, 2025
Tailoring Financial Solutions for Modern Family Offices
The evolving landscape of family offices calls for increasingly sophisticated and personalised financial solutions.As wealth management becomes more complex, traditional methods are no longer adequate to meet the diverse requirements of ultra-high-net-worth families.
Read More
Prashant Joshi | jan 1, 2025
Rethinking Wealth: India’s Wealth Management Outlook
In the Hubbis India Private Wealth Management Year-End Review 2024, Prashant Joshi, Co-Founder and Partner of Upwisery, reflects on a year of significant shifts in India’s wealth management landscape.
Read More
prashant joshi | jan 15, 2024
Family Offices: Changing Investment Approaches
In an interview, Prashant Joshi discusses the evolving investment strategies of family offices, emphasizing the shift from traditional single-style approaches to more dynamic, multi-investment frameworks like core & satellite and bucketing.
Read More
Prashant joshi | jul 12, 2023
Navigating India's Rapidly Evolving Wealth Market
Hubbis assembled a panel of leading personalities in the Indian wealth management market to pinpoint current trends and to predict the more key evolutionary trends for the years ahead.
Read More
prashant joshi | April 15, 2026
Indian Market Cycles:
Drawdowns, Tranches & the Discipline of Recovery & Outsized Returns
Drawdowns, Tranches & the Discipline of Recovery & Outsized Returns
The Upwisery team analysed 21 years of Indian market cycles to uncover how drawdowns and recoveries have shaped long-term wealth creation.
Read More
Prashant Joshi | jan 1, 2025
Rethinking Wealth: Transformative Trends and India’s Wealth Management Outlook
In the Hubbis India Private Wealth Management Year-End Review 2024, Prashant Joshi, Co-Founder and Partner of Upwisery, reflects on a year of significant shifts in India’s wealth management landscape.
Read More
prashant joshi | jan 15, 2024
Family Offices: Changing Investment Approaches
In an interview, Prashant Joshi discusses the evolving investment strategies of family offices, emphasizing the shift from traditional single-style approaches to more dynamic, multi-investment frameworks like core & satellite and bucketing.
Read More
Prashant joshi | jul 12, 2023
Navigating India's Rapidly Evolving Wealth Market
Hubbis assembled a panel of leading personalities in the Indian wealth management market to pinpoint current trends and to predict the more key evolutionary trends for the years ahead.
Read More
prashant joshi | jan 8, 2025
Tailoring Financial Solutions for Modern Family Offices
The evolving landscape of family offices calls for increasingly sophisticated and personalised financial solutions.As wealth management becomes more complex, traditional methods are no longer adequate to meet the diverse requirements of ultra-high-net-worth families.
Read More
FAQs
What is a multi-client family office?
A multi-client family office gives families access to the full apparatus of a dedicated family office, including investment management, tax and estate planning, governance, and consolidated reporting, on a shared platform. It brings institutional discipline to family wealth while remaining anchored to each family's own goals and values.
Who is this service intended for?
Families with substantial wealth, typically with ₹100 crore or more of deployable assets. Many of our clients are promoters of family-managed businesses balancing an operating business with personal and family assets, often formalising how their wealth is governed for the first time.
What does the advisory cover?
Our work spans five areas: legacy, covering trust and estate planning, family constitutions, and philanthropy; growth, covering asset allocation, the alternate investment desk, and real estate advisory; continuity, covering next-generation leadership and jurisdiction selection; security, covering risk management, insurance, tax planning, and structuring; and enablement, covering family office set-up, legal advisory, comprehensive reporting, and concierge services.
How do succession and estate planning engagements work?
Succession is a structured, time-bound engagement. We work with the family on trust structures, the family constitution, and transfer mechanics.
Can Upwisery help us set up a family office from scratch?
Yes. We help families define the vision for the office, design its structure and governance, select jurisdictions, put reporting in place, and ensure it administers the family's wealth strategies efficiently from day one.
Our wealth sits across entities, geographies, and advisors. Can you work with that?
That is the environment we are built for. The platform is designed to be multi-asset, multi-advisor, multi-currency, multi-geography, and multi-entity, so the family sees one consolidated picture regardless of how the underlying holdings are organised.
Is the advisory regulated?
Yes. The advisory is delivered through Upwisery Advisors LLP, a registered Investment Advisor. Our regulatory information, investor charter, grievance redressal mechanism, and status of investor complaints are published on this page.
How does this relate to Upwisery's Private Wealth service?
Private Wealth focuses on constructing and managing investment portfolios for individuals and families. The Multi-Client Family Office addresses the wider architecture around that wealth: governance, succession, estate planning, structuring, and consolidated reporting across the family's entities. Most families use both.