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Private Wealth
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Your Wealth Wisely
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Leadership
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Private Wealth
Preserve, Grow, and Transmit Your Wealth Wisely
Corporate Insurance
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Private Wealth
Preserve, Grow, and Transmit Your Wealth Wisely
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Investment Banking
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Private Wealth
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Corporate Insurance
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Corporate Insurance
Minimize Risk, Maximize Opportunity
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Our Services
Investment Banking
Bring your vision to reality
Family Office Advisory
Wealth. Life. Harmonized.
Private Wealth
Preserve, Grow, and Transmit
Your Wealth Wisely
Corporate Insurance
Minimize Risk, Maximize Opportunity
Transaction Tax & Regulatory
Navigate complex transactions with confidence
Advisory Services
Expert Analysis, Dependable Opinion
Investment Banking
Bring your vision to reality
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Our Services
Investment Banking
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Family Office Advisory
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Private Wealth
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Corporate Insurance
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Transaction Tax & Regulatory
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Advisory Services
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Multi-Client Family Office
Wealth. Life. Harmonized.
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Our Services
Investment Banking
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Family Office Advisory
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Private Wealth
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Corporate Insurance
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Transaction Tax & Regulatory
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Advisory Services
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M&A Tax & Regulatory Services
Navigate complex transactions with confidence
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Our Services
Investment Banking
Bring your vision to reality
Multi-Client Family Office
Wealth. Life. Harmonized.
Private Wealth
Preserve, Grow, and Transmit
Your Wealth Wisely
Corporate Insurance
Minimize Risk, Maximize Opportunity
M&A Tax & Regulatory
Navigate complex transactions with confidence
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Expert Analysis, Dependable Opinion
The Wise Life
Culture
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Culture
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The Wise Life

Recognised as a Great Place to Work
What it Means to Be Here
Being part of Upwisery means embracing our collaborative spirit.
Celebrating Entrepreneurial Spirit
We believe in empowering you to take ownership of your work. Your ideas are important, and your contributions make a real difference. You’re not just a cog in the machine; you’re a vital part of our journey.

EXPLORE OPEN POSITIONS
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What it Means to Be Here
Being part of Upwisery means embracing our collaborative spirit.
Owning your contribution
We believe in empowering you to take ownership of your work. Your ideas are important, and your contributions make a real difference. You’re not just a cog in the machine; you’re a vital part of our journey.
EXPLORE OPEN POSITIONS
What it Means to Be Here
Owning Your
Contribution
We believe in empowering you to take ownership of your work. Your ideas are important, and your contributions make a real difference. You’re not a cog in the machine; you’re a vital part of our journey.
Open
Communication
We encourage open and honest communication across all levels. Talk openly with partners, share your insights, and join in brainstorming sessions. We believe in the power of teamwork.
A Supportive
Community
We understand that life happens. Whether it’s family commitments or personal challenges, our supportive management team is here for you. We celebrate victories together and face difficulties as a team.
Learning from
Each Other
Each Upwisery member brings unique experiences and expertise. We promote collective learning and growth, and encourage our team to constantly develop their skills and reach their full potential.
Life at Upwisery
Life at Upwisery
I’ve had an incredible three years at Upwisery. The company culture fosters continuous learning and development, helping me grow professionally and personally. Working closely with the leadership on various initiatives, I’ve always been encouraged to take on new challenges. The team atmosphere is fantastic, with a strong sense of belonging that motivates me to bring my best every day.
Aditya Guha Roy
Vice President - Investment Banking
I’ve had an incredible three years at Upwisery. The company culture fosters continuous learning and development, helping me grow professionally and personally. Working closely with the leadership on various initiatives, I’ve always been encouraged to take on new challenges. The team atmosphere is fantastic, with a strong sense of belonging that motivates me to bring my best every day.
Aditya Guha Roy
Vice President - Investment Banking
I’ve had an incredible three years at Upwisery. The company culture fosters continuous learning and development, helping me grow professionally and personally. Working closely with the leadership on various initiatives, I’ve always been encouraged to take on new challenges. The team atmosphere is fantastic, with a strong sense of belonging that motivates me to bring my best every day.
Aditya Guha Roy
Vice President - Investment Banking
The company culture fosters continuous learning and development, helping me grow professionally and personally. Working closely with the leadership on various initiatives, I’ve always been encouraged to take on new challenges. The team atmosphere is fantastic, with a strong sense of belonging that motivates me to bring my best every day.
Aditya Guha Roy
Vice President - Investment Banking
Being with Upwisery for over 7 years has been an amazing and transformational journey. Upwisery blends diverse cultures and professional backgrounds, fostering a collaborative, inclusive, and open environment. Our supportive leadership creates a positive workplace, values contributions, and always puts people first. I am proud and grateful to be part of Upwisery’s journey!
Sonika Rawat
Senior Vice President - Investment Banking
A Peek into The Wise Life
The Year Gone By
Bidding Adieu, 2024!
Unboxing Core Memories
Annual Offsite - Wistas 2024
A Peek into
The Wise Life
The Year Gone By
Bidding Adieu, 2024!
Every child has the potential to shape the future, and we are committed to ensuring they have the opportunities to do so, regardless of their background or abilities. Through partnerships with grassroots organizations, we support initiatives that deliver quality education, essential healthcare, and specialized care for children with disabilities. We aim to empower communities, foster inclusion, and help build a brighter, more equitable future for the next generation.
Education Equity
Healthcare for All
EPICS
Education & Healthcare for underprivileged children
Founded with a commitment to address the needs of underprivileged youth, EPICS works tirelessly to provide a wider access to a quality education and healthcare for all children. EPICS empowers grassroots social enterprises and community groups through strategic partnerships and rigorous due diligence. This approach amplifies their impact in delivering essential services.
We Are Proudly Supporting:
EPICS
Education & Healthcare for Underprivileged Children
Founded with a commitment to address the needs of underprivileged youth, EPICS works tirelessly to provide a wider access to a quality education and healthcare for all children. EPICS empowers grassroots social enterprises and community groups through strategic partnerships and rigorous due diligence. This approach amplifies their impact in delivering essential services.
MIMHAD
Mallikamba Institute of Mentally Handicapped & Associated Disabilities
MIMHAD provides a safe and nurturing environment for a growing number of children with diverse disabilities.  A team of qualified professionals and dedicated support staff work hand-in-hand to empower each child and ensure they experience a joyful and fulfilling life.
Craft your Future With Us
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