Leadership
300+ years of multi-disciplinary experience
EXPLORE About Us
The trusted ally on your growth journey
EXPLORE Who We Are
Company
Bring your vision to reality
Valuations
Expert Analysis, Dependable Opinion
EXPLORE Private Wealth
Preserve, Grow, and Transmit Your Wealth Wisely
EXPLORE Corporate Insurance
Minimize Risk, Maximize Opportunity
EXPLORE Investment Banking
Bring your vision to reality
EXPLORE Multi-Client Family Office
Wealth. Life. Harmonized.
EXPLORE M&A Tax & Regulatory Services
Navigate complex transactions with confidence
EXPLORE Culture
Recognised as a Great Place to Work
EXPLORE The Wise Life
Career
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Career
Get ready to make a difference
EXPLORE The Wise Life
Career
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Bull-e-tin
A Monthly Outlook on Economic Indicators & Market Performance
EXPLORE Insights
Blogs
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Wise Talks
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EXPLORE Insights
Blogs
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Blogs
Upwisery Thought leadership
EXPLORE News Room
Upwisery in Headlines
EXPLORE Insights
Bull-e-tin
A Monthly Outlook on Economic Indicators & Market Performance
Blogs
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Your Inner Circle We are a boutique, multi-disciplinary financial advisory firm offering bespoke solutions to enterprises,
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.
Explore Services
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.
GET IN TOUCH
OfficesAcross the Country
Team MembersAcross the Country
Enterprise Clients
Years of Combined Experience
Offices
Across the Country
Team Members
Across the Country
Enterprise Clients
Years of Combined Experience
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
Serving Patrons Across Globe & 25+ Indian Cities
Serving Patrons Across Globe & 25+ Indian Cities
Testimonials of Trust & Valued Collaboration
Raj Narayanam
Founder & Executive Chairman, Zaggle
Sayee Divi
Serial Entrepreneur
Rishab Jain
CFO & Head - Family Office, Bikaji Foods
Amit Mehta
Director & Head - Family Office, LNB Group
S P Reddy
Chairman & MD, Terminus Group
Aditya Vuchi
AVNM Ventures, Ex-media Mint Founders
Ajitesh Korupolu
Founder & CEO, ASBL
Damodar Reddy
Serial Entrepreneur
Bharadwaj Reddy
Founder & CEO, Mordor Intelligence
Kalyan Reddy
Promoter, Greenmark Developers
Mayur Khara
Managing Director, Automark Industries
Shalinee Mandhana
Joint CFO, Solar Industries
Raj Narayanam
Founder & Executive Chairman, Zaggle
Sayee Divi
Serial Entrepreneur
Rishab Jain
CFO & Head - Family Office, Bikaji Foods
Amit Mehta
Director & Head - Family Office, LNB Group
Aditya Vuchi
AVNM Ventures, Ex-media Mint Founders
Kaylan Reddy
Promoter, Greenmark Developers
Ajitesh Korupolu
Founder & CEO, ASBL
Bharadwaj Reddy
Founder & CEO, Mordor Intelligence
Mayur Khara
Managing Director, Automark Industries
Damodar Reddy
Serial Entrepreneur
Shalinee Mandhana
Joint CFO, Solar Industries
Guided by 300+ Years of Excellence
Schedule a Consultation
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Leverage unbiased, expert-led advisory
