WHO WE ARE
boutique financial
services firm
Established in 2014, Upwisery is a multi-disciplinary professional advisory and financial services firm. Upwisery provides bespoke solutions in Investment banking, Private wealth, M&A Tax & Regulatory, and Growth advisory to mid-market enterprises, family offices, and Ultra HNIs.
WHO WE ARE
boutique financial
services firm
Established in 2014, Upwisery is a multi-disciplinary professional advisory and financial services firm. Upwisery provides bespoke solutions in Investment banking, Private wealth, M&A Tax & Regulatory, and Growth advisory to mid-market enterprises, family offices, and Ultra HNIs.
Credentials
Our foundation is built on your continued patronage and our accomplishments are a reflection of our trusted association.
USD ~900Mn
Worth Transactions Successfully Closed
38+
Family Offices Served
300+
Institutional Investor Relationships
200+
Valuation Assignments Executed
200+ Years
of Cumulative Team Experience
Success Stories
Clients who love to refer us
We were looking for succession planning, however weren’t exactly sure about the succession roadmap. We needed somebody who could work with our family to understand our requirements, and help us understand the nitty-gritty better. They seem to make a lot of things uncomplicated. They came-out with a clear and comprehensive succession plan, which we implemented. Their assistance in the formation of family trust and the distribution plan for our wealth is high on my list of wins. Fintrust has worked with us to build a comprehensive strategy for our family and our wealth, including investments, tax, insurance, estate planning, private equity and family development.
DR. PAREKH
CLIENT SINCE INCEPTION
Fintrust has been my advisor from the day Fintrust Advisors was born. I am impressed with the rapid progress that this young, energetic and creative team has made over a short period. They are always working-out new ways and approaches to solve the mysteries of financial markets to improve the quality of advice for their clients. I wish them all the very best in coming days, with a strong expectation that they will maintain nimbleness of small organisation as they grow, which they will!
KAPIL MEHAN (STRATEGIC ADVISOR)
AGRI BUSINESS
Although I am a relatively recent client, I have had substantial interaction with Fintrust in a short period and I have growing confidence that the skill sets and work ethic that I was hoping to find in them are there in spades. Most firms are focused on investment management. While that is also key for Fintrust, their understanding and assistance in the stressed asset deals and structured deals on real estate where they provide expert advice are high on my list.
VIKRAM KAILAS (MD)
MYTRAH ENERGY
I have known the founding members of team Fintrust since long. Being a part of the family office ecosystem, I am happy to see Fintrust filling the much needed void. They are highly knowledgeable, thoroughly prepared, very professional and ethical. Through their Investment Office, Real Estate, Stressed Asset and Private Equity teams, they deliver multidisciplinary advice one needs while keeping my interest at the heart of their services.
AMIT MEHTA
LN BANGUR GROUP
