19th Ave New York, NY 95822, USA
+1 916-875-223-5968
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Investment Banking

We are a sector agnostic firm with a focus on mid-market enterprises targeting
transactions ranging from USD 5 Mn to USD 100 Mn.

USD 900 Mn+ Worth
transactions closed successfully

Upwisery started as a butique Investment Banking & Advisory Firm in the year 2014 and since then has successfully closed transactions of various nature worth USD 900Mn+.

USD 900 Mn+ Worth
transactions closed successfully

Upwisery started as a butique Investment Banking & Advisory Firm in the year 2014 and since then has successfully closed transactions of various nature worth USD 900 Mn+.

Seasoned professionals leading the practice

The practice has been founded by a team of seasoned finance professionals from Big 4 consulting firms & global investment banks. We have significant expertise and experience in Transaction Advisory, Capital Raising (Equity & Debt Syndication), and M&A.

We believe in bespoke solutions for enterprises & investors. A strong foundation of various service lines and a team with vast knowledge and expertise help us deliver a customized solution to all our clients.

Seasoned professionals leading the practice

The practice has been founded by a team of seasoned finance professionals from Big 4 consulting firms & global investment banks. We have significant expertise and experience in Transaction Advisory, Capital Raising (Equity & Debt Syndication), and M&A.

We believe in bespoke solutions for enterprises & investors. A strong foundation of various service lines and a team with vast knowledge and expertise help us deliver a customized solution to all our clients.

Sector-agnostic, bespoke solutions

We are a sector agnostic firm with a focus on mid-market enterprises targeting transactions ranging from USD 5 Mn to USD 100 Mn.

We believe in bespoke solutions for enterprises & investors. A strong foundation of various service lines and a team with vast knowledge and expertise help us deliver a customized solution to all our clients.

Sector-agnostic, bespoke solutions

We are a sector agnostic firm with a focus on mid-market enterprises targeting transactions ranging from USD 5 Mn to USD 100 Mn.

We believe in bespoke solutions for enterprises & investors. A strong foundation of various service lines and a team with vast knowledge and expertise help us deliver a customized solution to all our clients.

Our expertise area

Commercial Office / IT Parks

Residential

Industrial/ Warehousing Parks

Hospitality

Commercial Retail

Emerging Asset Classes – Data

Centers, Co-working/ Co-living

Infrastructure Projects

Apparel & Accessories/ jewelry

Food & Beverage

Furniture & Furnishings

Consumer Services

Entertainment

Consumer Electronics

Hospitals

Pharmaceuticals

Biotechnology

Medical Devices / Technology

Research / Innovation

Chemicals/Specialty Chemicals

Renewable Energy/ Solar

Construction Materials

Technology / Digital

Food Processing/ Agriculture

Solutions
Solutions

Complaint Data

Upwisery Advisors LLP
(SEBI Investment Adviser Registration No.: INA200016564)
as prescribed under SEBI Circular No. SEBI/SRO/OW/2022/4132/1, dated February 1, 2022,
under SEBI (Investment Advisers) Regulations, 2013 as amended till date.

Data for the month ending - SEPTEMBER 2024

Sr.NoReceived fromPending at the end of the last monthReceivedResolved*Total Pending*Pending Complaints >
3 Months		Average Resolution
time^(in days)
1Directly from Investors00000NA
2SEBI (SCORES)00000NA
3Other Source (if any)00000NA
 Grand Total00000 
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Trend of monthly disposal of complaints - FY 2024-25

Sr. No.MonthCarried forward from previous MonthReceived Resolved*Pending#
1April0000
2May0000
3June0000
4July0000
5August0000
6September0000

*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.

Trend of annual disposal of complaints

Sr.NoYearCarried forward from the previous yearReceived Resolved*Pending#
1FY 2022-230000
2FY 2023-240000
2FY 2024-250000
 Grand Total0000

*Inclusive of complaints of previous years resolved in the current year.
#Inclusive of complaints pending as on the last day of the year.

Trend of annual disposal of complaints

Sr.NoYearCarried forward from the previous yearReceived Resolved*Pending#
1FY 2022-230000
2FY 2023-240000
 Grand Total0000

*Inclusive of complaints of previous years resolved in the current year.
#Inclusive of complaints pending as on the last day of the year.

Trend of monthly disposal of complaints - FY 2023-24

Sr. No.MonthCarried forward from previous MonthReceived Resolved*Pending#
1April0000
2May0000
3June0000
4July0000
5August0000

*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.

Complaint Data

Data for the month ending - August 2023
Sr.NoReceived fromPending at the end of the last monthReceivedResolved*Total Pending*Pending Complaints >
3 Months		Average Resolution
time^(in days)
1Directly from Investors00000NA
2SEBI (SCORES)00000NA
3Other Source (if any)00000NA
 Grand Total00000 

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.