Proficiency: General Insurance, Underwriting, Claims Handling & Management
Accreditations: Licentiate & Associate from Insurance Institute of India (III) Srinivas is a domain expert in the field of General Insurance with over 33 years of experience.
He started his career in New India Assurance during the era of only 4 dominant Insurance players and made a mark with the Pharmaceutical Giants (like DRL, Divis Labs, Hetero Group, Mylan etc.) as an able underwriter, alongside other major PSUs like ECIL, HAL etc.
With a hands-on experience of over 10 years in the PSU segment of Insurance, Srinivas substantiated his mettle in Reliance for over a year and TATA AIG for over 14 years before switching hats to the broking segment. As Zonal Head (South) in TATA AIG, Srinivas has captured some of the big manufacturers alongside the Pharma industry like the Lanco Group, GVK Industries, Visakha Industries, Spectrum Power etc.
Srinivas brings rich expertise in the fields of Marine Insurance (both Hull & Cargo), Industrial all risk insurance, Project Insurance, and specialty lines of business.
Today, in the broking arena, Srinivas is spearheading his experience to expand the business into other realms of the market. His claims handling and risk management techniques have earned him laurels across the board.
Pushkar Khire
Partner, M&A Tax & Regulatory and Valuations
Experience: 20+ Years
Proficiency: M&A, Transaction advisory,Corporate Restructuring, FEMA Matters, Group Tax value creation
Accreditations: Chartered Accountant Pushkar is a seasoned M&A veteran with over 20 years of experience in advising clients in the areas of cross border and domestic M&A transactions (corporate as well as Private Equity) and group restructurings.
He has led high profile M&A transactions which included tax due diligence reviews, structuring the transactions, direct and indirect share transfers, business transfers, advising on the transaction documents from India tax and regulatory perspective. He has worked on various inbound and outbound transactions including advising on entry strategy, investments through efficient optimal jurisdictions and exit considerations and also funding options and cash repatriation strategies.
He has played pivotal role in advising various business groups in corporate restructurings from tax and regulatory efficiency perspective including implementation of cross border and domestic mergers involving NCLT process as well as fast track route to achieve overall value creation for the business groups. He has also advised Indian and foreign clients in integrating the acquired entities in a domestic as well as global acquisitions to capture the business synergies.
Before joining Upwisery, Pushkar was associated with Deloitte and PwC for more than two decades. He was also a Partner in M&A Tax and regulatory practice at Deloitte India since April 2022. He has advised diverse clients such as Tata Power, Reliance Industries, Shimadzu, TVS Motors, India RF, Global School, Shell, Fidelis Raymond, Ansell to name a few.
He has also been a lead partner working on acquisitions made by Deloitte network firms in India. He was member of the group of partners in Deloitte India for making representations to Central Board of Direct Taxes on M&A related provisions in relation to Finance Bill, 2025 before its enactment.
Somaraju Srinivasa Rao
Director, Corporate Insurance
Experience: 33+ Years
Proficiency: General Insurance, Underwriting, Claims Handling & Management
Accreditations: Licentiate & Associate from Insurance Institute of India (III)
Srinivas is a domain expert in the field of General Insurance with over 33 years of experience.
He started his career in New India Assurance during the era of only 4 dominant Insurance players and made a mark with the Pharmaceutical Giants (like DRL, Divis Labs, Hetero Group, Mylan etc.) as an able underwriter, alongside other major PSUs like ECIL, HAL etc.
With a hands-on experience of over 10 years in the PSU segment of Insurance, Srinivas substantiated his mettle in Reliance for over a year and TATA AIG for over 14 years before switching hats to the broking segment. As Zonal Head (South) in TATA AIG, Srinivas has captured some of the big manufacturers alongside the Pharma industry like the Lanco Group, GVK Industries, Visakha Industries, Spectrum Power etc.
Srinivas brings rich expertise in the fields of Marine Insurance (both Hull & Cargo), Industrial all risk insurance, Project Insurance, and specialty lines of business.
Today, in the broking arena, Srinivas is spearheading his experience to expand the business into other realms of the market. His claims handling and risk management techniques have earned him laurels across the board.
Pushkar Khire
Partner, M&A Tax & Regulatory and Valuations
Experience: 20+ Years
Proficiency: M&A, Transaction advisory,Corporate Restructuring, FEMA Matters, Group Tax value creation
Accreditations: Chartered Accountant
Pushkar is a seasoned M&A veteran with over 20 years of experience in advising clients in the areas of cross border and domestic M&A transactions (corporate as well as Private Equity) and group restructurings.
He has led high profile M&A transactions which included tax due diligence reviews, structuring the transactions, direct and indirect share transfers, business transfers, advising on the transaction documents from India tax and regulatory perspective. He has worked on various inbound and outbound transactions including advising on entry strategy, investments through efficient optimal jurisdictions and exit considerations and also funding options and cash repatriation strategies.
He has played pivotal role in advising various business groups in corporate restructurings from tax and regulatory efficiency perspective including implementation of cross border and domestic mergers involving NCLT process as well as fast track route to achieve overall value creation for the business groups. He has also advised Indian and foreign clients in integrating the acquired entities in a domestic as well as global acquisitions to capture the business synergies.
Before joining Upwisery, Pushkar was associated with Deloitte and PwC for more than two decades. He was also a Partner in M&A Tax and regulatory practice at Deloitte India since April 2022.
He has advised diverse clients such as Tata Power, Reliance Industries, Shimadzu, TVS Motors, India RF, Global School, Shell, Fidelis Raymond, Ansell to name a few. He has also been a lead partner working on acquisitions made by Deloitte network firms in India.
He was member of the group of partners in Deloitte India for making representations to Central Board of Direct Taxes on M&A related provisions in relation to Finance Bill, 2025 before its enactment.
Nidhi Bohra
Associate Partner, Valuations
Experience: 8+ Years
Proficiency: Valuations, Financial Modeling, SEBI laws
Accreditations: Chartered Accountant & Company Secretary
Nidhi is a valuation professional and is distinguished for her extraordinary precision in financial assessments and strategic valuation insights.
Nidhi possesses profound competency in the areas of securities valuations, business valuations, IP/intangible valuations, valuations for impairment testing, purchase price allocations, valuation in business combinations, financial modelling, corporate finance and transaction advisory services across sectors. Her expertise extends to strategic planning, due diligences, and handling valuation matters before Capital Market Regulators.
Over the years, Nidhi has spearheaded and executed over 700 valuations assignments encompassing a spectrum of complex securities valuations, intangible valuations, valuations involving fund raise, M&A, dissolution, spin-off, IPO, complex tax restructuring, financial reporting etc. The valuation client portfolio proudly features industry giants like Reliance Retail, Bharat Forge, Firstcry, Brainbees, Sterlite Technologies, Icertis, Go Digit, Nazara Technologies, ASK Wealth, LGT Wealth, Solar Industries, Thermax, Mensa Brands etc.
Nidhi is committed to delivering an unparalleled client experience, ensuring that the services provided consistently adhere to global standards and best practices. Her commitment to excellence serves as an epitome of an reliable professional in the field of valuation.
Nidhi Bohra
Associate Partner, Valuations
Experience: 8+ Years
Proficiency: Valuations, Financial Modeling, SEBI laws
Accreditations: Chartered Accountant & Company Secretary
Nidhi is a valuation professional and is distinguished for her extraordinary precision in financial assessments and strategic valuation insights.
Nidhi possesses profound competency in the areas of securities valuations, business valuations, IP/intangible valuations, valuations for impairment testing, purchase price allocations, valuation in business combinations, financial modelling, corporate finance and transaction advisory services across sectors. Her expertise extends to strategic planning, due diligences, and handling valuation matters before Capital Market Regulators.
Over the years, Nidhi has spearheaded and executed over 700 valuations assignments encompassing a spectrum of complex securities valuations, intangible valuations, valuations involving fund raise, M&A, dissolution, spin-off, IPO, complex tax restructuring, financial reporting etc. The valuation client portfolio proudly features industry giants like Reliance Retail, Bharat Forge, Firstcry, Brainbees, Sterlite Technologies, Icertis, Go Digit, Nazara Technologies, ASK Wealth, LGT Wealth, Solar Industries, Thermax, Mensa Brands etc.
Nidhi is committed to delivering an unparalleled client experience, ensuring that the services provided consistently adhere to global standards and best practices. Her commitment to excellence serves as an epitome of an reliable professional in the field of valuation.
Girish is a capital markets and investment management professional with experience in various capacities in banking and wealth management, having credentials for managing a varied spectrum of HNI/UHNI client investment portfolios.
Girish was in leadership roles across large banks and oversaw management of large AUM’s. He has well rounded knowledge on various facets of wealth management - Portfolio structuring and management, asset allocation strategies, products and legacy planning.
Prior to establishing his private wealth practice in 2015, Girish was the Investments Specialist for Citibank and led a team of senior RM’s. He was associated with HSBC and ICICI Bank in senior roles in their respective wealth management verticals.
In his career, Girish has engaged with very senior corporate employees, CXOs, founders, business promoters, NRIs, and corporate treasuries amongst others for their money management needs. He has deep skills and insights in creating customised, holistic investment frameworks and financial strategies across investor segments.
He regularly contributes to topics related to wealth management in various national dailies.
Girish is a capital markets and investment management professional with experience in various capacities in banking and wealth management, having credentials for managing a varied spectrum of HNI/UHNI client investment portfolios.
Girish was in leadership roles across large banks and oversaw management of large AUM’s. He has well rounded knowledge on various facets of wealth management - Portfolio structuring and management, asset allocation strategies, products and legacy planning.
Prior to establishing his private wealth practice in 2015, Girish was the Investments Specialist for Citibank and led a team of senior RM’s. He was associated with HSBC and ICICI Bank in senior roles in their respective wealth management verticals.
In his career, Girish has engaged with very senior corporate employees, CXOs, founders, business promoters, NRIs, and corporate treasuries amongst others for their money management needs. He has deep skills and insights in creating customized, holistic investment frameworks and financial strategies across investor segments.
He regularly contributes to topics related to wealth management in various national dailies.
Karthikh Jayaraj
Partner, Private Wealth
Experience: 27+ Years
Proficiency: Financial & Capital Markets, Wealth Advisory, Alternate Investments
Accreditations: Certified Alternate Investment Manager, Certified Credit Research Analyst - Level 1, Macroeconomics for Financial Markets
Associations: Founder member of BNI Tycoons chapter, Coimbatore
Karthikh is a diversified finance and capital market professional with deep domain expertise in Investment Management & Alternate Assets.
At Upwisery, Karthikh heads Coimbatore office handling Tamil Nadu and Kerala markets. His office is responsible for working with mid-market corporates for entire bouquet of Upwisery services. He currently oversees AUM of several million USD and specializes in managing wealth of large business families. He also advises UHNI, Trusts, Hospitals, CXOs on various financial strategies.
Karthikh’s past corporate exposure include responsibilities in channel management & handling large distribution network for BOSCH and Hero Motors. He currently holds additional certification in diversified domains like Merchant Banking, Commodities & Capital Markets, Depository Participant, Portfolio Management, Retirement Advisory, Treasury Management, Venture Capital & Private Equity from SEBI accredited institutions like NISM, NCDEX, NSE, NSDL & AMFI.
He is a recipient of several awards both domestically & internationally for his financial services practice.
Karthikh Jayaraj
Partner, Private Wealth
Experience: 27+ Years
Proficiency: Financial & Capital Markets, Wealth Advisory, Alternate Investments
Accreditations: Certified Alternate Investment Manager, Certified Credit Research Analyst - Level 1, Macroeconomics for Financial Markets
Associations: Founder member of BNI Tycoons chapter, Coimbatore
Karthikh is a diversified finance and capital market professional with deep domain expertise in Investment Management & Alternate Assets.
At Upwisery, Karthikh heads Coimbatore office handling Tamil Nadu and Kerala markets. His office is responsible for working with mid-market corporates for entire bouquet of Upwisery services. He currently oversees AUM of several million USD and specializes in managing wealth of large business families. He also advises UHNI, Trusts, Hospitals, CXOs on various financial strategies.
Karthikh’s past corporate exposure include responsibilities in channel management & handling large distribution network for BOSCH and Hero Motors. He currently holds additional certification in diversified domains like Merchant Banking, Commodities & Capital Markets, Depository Participant, Portfolio Management, Retirement Advisory, Treasury Management, Venture Capital & Private Equity from SEBI accredited institutions like NISM, NCDEX, NSE, NSDL & AMFI.
He is a recipient of several awards both domestically & internationally for his financial services practice.
Dennis is a wealth management professional, with experience spanning across banks and NBFCs in diverse capacities. His focus is on navigating clients’ wealth journeys across market cycles, connecting portfolio strategies, opportunities, and wealth transfer.
Based in Bangalore, his clientele and experience range from managing CXOs and UHNI clients to mid-size family offices.
In his last assignment with DBS Bank, he held a leadership role in setting up the initial building blocks of the Consumer Banking & Treasures Clients SBU in Bangalore. He successfully drove the wealth management ecosystem within the banking platform, managing careers, and guiding private clientele journeys. He was nominated to DBS India Bank’s Talent Leadership group, reflecting his impact and contributions.
Prior to this, he worked in HSBC Premier Banking, and began his career with the Private Wealth group of JM Morgan Stanley Financial Services (formerly) and the Private Client group of erstwhile ILFS Investsmart Pvt Ltd.
Dennis is a wealth management professional, with experience spanning across banks and NBFCs in diverse capacities. His focus is on navigating clients’ wealth journeys across market cycles, connecting portfolio strategies, opportunities, and wealth transfer.
Based in Bangalore, his clientele and experience range from managing CXOs and UHNI clients to mid-size family offices.
In his last assignment with DBS Bank, he held a leadership role in setting up the initial building blocks of the Consumer Banking & Treasures Clients SBU in Bangalore. He successfully drove the wealth management ecosystem within the banking platform, managing careers, and guiding private clientele journeys. He was nominated to DBS India Bank’s Talent Leadership group, reflecting his impact and contributions.
Prior to this, he worked in HSBC Premier Banking, and began his career with the Private Wealth group of JM Morgan Stanley Financial Services (formerly) and the Private Client group of erstwhile ILFS Investsmart Pvt Ltd.
Vikas Khaitan
Co-Founder & Partner, Multi-Client Family Office
Experience: 20+ Years
Proficiency: Corporate Treasury, Wealth Management, General Insurance
Accreditations: AMFI & SEBI certified
Vikas is a finance professional with diverse experience across multiple domains. His expertise lies in handling large treasury mandates, devising investment strategies for family offices, and providing strategic advice to large corporates on their insurance portfolios.
Serving as an advisor to over 40 family offices in India, Vikas manages assets under advisory exceeding USD 1 Billion. Having witnessed various market cycles, his seasoned insights and strategic acumen position him as a reliable source of guidance. His ability to navigate through dynamic market conditions reflects his resilience and adaptability.
He specialises in crafting bespoke investment strategies, guiding family offices towards optimal investment decisions, and aligning with their unique financial goals. He brings a wealth of experience in efficiently handling significant investment mandates, showcasing a keen understanding of risk management and financial stewardship.
Vikas holds an MBA degree with a specialisation in Finance and Marketing. His strong academic foundation has been a driving force behind his success, enabling him to excel in collaboration with leading corporations and ultra-high-net-worth individuals (UHNIs).
His proficiency in various domains led him to come out of the corporate world in 2017 and co-found Upwisery Private Wealth & Upwisery Insurance Brokers.
Vikas Khaitan
Co-Founder & Partner, Multi-Client Family Office
Experience: 20+ Years Proficiency: Corporate Treasury, Wealth Management, General Insurance
Accreditations: AMFI & SEBI certified
Vikas is a finance professional with diverse experience across multiple domains. His expertise lies in handling large treasury mandates, devising investment strategies for family offices, and providing strategic advice to large corporates on their insurance portfolios.
Serving as an advisor to over 40 family offices in India, Vikas manages assets under advisory exceeding USD 1 Billion. Having witnessed various market cycles, his seasoned insights and strategic acumen position him as a reliable source of guidance. His ability to navigate through dynamic market conditions reflects his resilience and adaptability.
He specialises in crafting bespoke investment strategies, guiding family offices towards optimal investment decisions, and aligning with their unique financial goals. He brings a wealth of experience in efficiently handling significant investment mandates, showcasing a keen understanding of risk management and financial stewardship.
Vikas holds an MBA degree with a specialisation in Finance and Marketing. His strong academic foundation has been a driving force behind his success, enabling him to excel in collaboration with leading corporations and ultra-high-net-worth individuals (UHNIs).
His proficiency in various domains led him to come out of the corporate world in 2017 and co-found Upwisery Private Wealth & Upwisery Insurance Brokers.
With over two decades of expertise in banking, wealth management, and life insurance, Suneetha excels in financial planning for both corporate and individual clients.
Her proficiency extends to managing relationships with Mutual funds, PMS, AIF, and other product manufacturers, showcasing an adept understanding of financial products and risk-return profiles.
With a background as the Associate Vice President at Motilal Oswal Private Wealth, Suneetha has successfully managed relationships with HNI clients and conducted comprehensive analysis across various financial instruments. Her extensive career also includes roles at ICICI Securities Ltd, Standard Chartered Bank, and prominent life insurance companies, demonstrating her adeptness in premium banking, client acquisition, and branch management.
Suneetha's professional achievements include a Post Graduate Diploma in Systems Management from NIIT Hyderabad, a Rotational Development Program from IIM Ahmedabad, and specialized training in Key Account Management & Selling Skills. Her educational background encompasses an MBA in Marketing and an LLB from Osmania University.
With over two decades of expertise in banking, wealth management, and life insurance, Suneetha excels in financial planning for both corporate and individual clients.
Her proficiency extends to managing relationships with Mutual funds, PMS, AIF, and other product manufacturers, showcasing an adept understanding of financial products and risk-return profiles.
With a background as the Associate Vice President at Motilal Oswal Private Wealth, Suneetha has successfully managed relationships with HNI clients and conducted comprehensive analysis across various financial instruments. Her extensive career also includes roles at ICICI Securities Ltd, Standard Chartered Bank, and prominent life insurance companies, demonstrating her adeptness in premium banking, client acquisition, and branch management.
Suneetha's professional achievements include a Post Graduate Diploma in Systems Management from NIIT Hyderabad, a Rotational Development Program from IIM Ahmedabad, and specialized training in Key Account Management & Selling Skills. Her educational background encompasses an MBA in Marketing and an LLB from Osmania University.
Arvind is a dynamic professional who has demonstrated versatility in handling transactions of varying scales and complexities in the field of M&A - Tax and Regulatory.
Arvind specializes in advisory and implementation of mergers and demergers, transaction structuring, due diligence, share acquisitions, investment modeling for inbound & outbound acquisitions. He is highly proficient in advising clients on business valuations and various FEMA, SEBI, and other regulatory matters.
Prior to co-founding M&A Tax and Regulatory vertical at Upwisery in 2020, Arvind garnered valuable experience at Deloitte Haskins & Sells LLP and PwC. During his tenure, he actively led and made significant contribution in numerous M&A transactions and deals in listed & unlisted space for diverse client groups namely Tata Group, Vodafone, Zee Media, Zensar Technologies, Mastek, Emerson, Raymond etc.
Arvind has advised many mid to large corporates such as Recipharm, Fomento, Dura Auto, Lemma, Srinivasa Hatcheries, Theis, Bikaji, Udchalo, LGT Wealth, Metaflex, Thermax group on a variety of tax and regulatory advisory assignments.
Arvind, leveraging his proactive approach, strategic mindset and unwavering dedication to client success, has consistently proved to be a catalyzing force for our clientele to achieve their objectives.
Arvind is a dynamic professional who has demonstrated versatility in handling transactions of varying scales and complexities in the field of M&A - Tax and Regulatory.
Arvind specializes in advisory and implementation of mergers and demergers, transaction structuring, due diligence, share acquisitions, investment modeling for inbound & outbound acquisitions. He is highly proficient in advising clients on business valuations and various FEMA, SEBI, and other regulatory matters.
Prior to co-founding M&A Tax and Regulatory vertical at Upwisery in 2020, Arvind garnered valuable experience at Deloitte Haskins & Sells LLP and PwC. During his tenure, he actively led and made significant contribution in numerous M&A transactions and deals in listed & unlisted space for diverse client groups namely Tata Group, Vodafone, Zee Media, Zensar Technologies, Mastek, Emerson, Raymond etc.
Arvind has advised many mid to large corporates such as Recipharm, Fomento, Dura Auto, Lemma, Srinivasa Hatcheries, Theis, Bikaji, Udchalo, LGT Wealth, Metaflex, Thermax group on a variety of tax and regulatory advisory assignments.
Arvind, leveraging his proactive approach, strategic mindset and unwavering dedication to client success, has consistently proved to be a catalyzing force for our clientele to achieve their objectives.
Rohit Kacholia
Co-Founder & Partner, M&A Tax & Regulatory
Experience: 16+ Years
Proficiency: M&A, Corporate Restructuring, FEMA & SEBI matters
Accreditations: Chartered Accountant
Rohit, as an M&A advisory professional, brings a wealth of experience and successful track record in orchestrating seamless and value-driven transactions.
Rohit advises clients in the areas of mergers and demergers, corporate restructuring, transaction structuring, due diligence, structuring of funding instruments, investment modeling for inbound & outbound acquisitions and provides end-to-end implementation support. He has hands-on expertise in handling regulatory matters at SEBI, stock exchanges, RBI, CCI etc.
Before co-founding M&A Tax and Regulatory vertical at Upwisery in 2020, Rohit was associated with Bobby Parikh & Associates, KPMG, and PwC for over a decade. During his tenure, he collaborated closely with global conglomerates (including PEs) such as Advent, Viacom 18, Flemingo, UTV, New Vernon Group, Morgan Stanley, MIDCO, Quatrro, Centaur Pharma, Cbay etc. on variety of corporate restructuring deals and M&A transactions.
Rohit has advised corporates such as Embassy Group, Solar Industries, India Filings, Mahle Group, Pondi Oxides, Fairair, Laqshya Media, Automark India, Yasham Speciality, Jain Metal, Gazebo Group, Hindprakash group, Megha Engineering, Light Microfinance, Neogen Chemicals on various M&A engagements.
He is passionate about delivering tangible value to the clients and his deep understanding of market dynamics positions him as a trusted partner for the clients.
Experience: 16+ Years Proficiency: M&A, Corporate Restructuring, FEMA & SEBI matters
Accreditations: Chartered Accountant
Rohit, as an M&A advisory professional, brings a wealth of experience and successful track record in orchestrating seamless and value-driven transactions. Rohit advises clients in the areas of mergers and demergers, corporate restructuring, transaction structuring, due diligence, structuring of funding instruments, investment modeling for inbound & outbound acquisitions and provides end-to-end implementation support. He has hands-on expertise in handling regulatory matters at SEBI, stock exchanges, RBI, CCI etc.
Before co-founding M&A Tax and Regulatory vertical at Upwisery in 2020, Rohit was associated with Bobby Parikh & Associates, KPMG, and PwC for over a decade. During his tenure, he collaborated closely with global conglomerates (including PEs) such as Advent, Viacom 18, Flemingo, UTV, New Vernon Group, Morgan Stanley, MIDCO, Quatrro, Centaur Pharma, Cbay etc. on variety of corporate restructuring deals and M&A transactions.
Rohit has advised corporates such as Embassy Group, Solar Industries, India Filings, Mahle Group, Pondi Oxides, Fairair, Laqshya Media, Automark India, Yasham Speciality, Jain Metal, Gazebo Group, Hindprakash group, Megha Engineering, Light Microfinance, Neogen Chemicals on various M&A engagements.
He is passionate about delivering tangible value to the clients and his deep understanding of market dynamics positions him as a trusted partner for the clients.
Ramesh is a seasoned investments and consulting professional with experience across equity and structured debt. Over the course of his career, Ramesh has been involved in sourcing, evaluation, execution and management of equity and structured debt investments worth over USD 800 million across infrastructure (power, ports & logistics, roads, etc) and real estate.
Prior to joining Upwisery in 2024, Ramesh was Executive Director at JM Financial handling structured real estate debt investments, including land acquisition funding. Earlier, he had a long stint with Old Lane India, a PE fund set up in 2005 by Vikram Pandit (later the global CEO of Citigroup), wherein he was involved in execution and management of infrastructure equity investments.
Early in his career, Ramesh was also involved in financial and strategic consulting assignments for the infrastructure and manufacturing sectors.
Ramesh holds an MBA from IIM Ahmedabad and a bachelor’s in mechanical engineering from BIT Mesra.
Ramesh is a seasoned investments and consulting professional with experience across equity and structured debt. Over the course of his career, Ramesh has been involved in sourcing, evaluation, execution and management of equity and structured debt investments worth over USD 800 million across infrastructure (power, ports & logistics, roads, etc) and real estate.
Prior to joining Upwisery in 2024, Ramesh was Executive Director at JM Financial handling structured real estate debt investments, including land acquisition funding. Earlier, he had a long stint with Old Lane India, a PE fund set up in 2005 by Vikram Pandit (later the global CEO of Citigroup), wherein he was involved in execution and management of infrastructure equity investments.
Early in his career, Ramesh was also involved in financial and strategic consulting assignments for the infrastructure and manufacturing sectors.
Ramesh holds an MBA from IIM Ahmedabad and a bachelor’s in mechanical engineering from BIT Mesra.
With extensive experience in strategy and operations consulting, Animesh brings a wealth of expertise across a diverse range of industries and geographies.
He has a proven track record of establishing and leading consulting practices in multiple organizations, with the majority of his career focused on the automotive sector.
Animesh has led high-impact consulting engagements globally, working with clients across the USA, India, Southeast Asia, Japan, Australia, and South Korea. His portfolio includes collaborations with industry leaders such as VW, Toyota, Ford, Daimler, Lexus, Audi, Volvo, Honda, Tata Motors, and Harley Davidson, among others. He has also contributed his expertise to government projects, including working with the Malaysian Government.
Previously, Animesh has held leadership roles at MarketsandMarkets, Frost and Sullivan, Deloitte Consulting, GlobalData, and Datamonitor.
His insights have been featured in prominent media outlets such as the New York Times, Financial Times, Economic Times, and Just-Auto.
With extensive experience in strategy and operations consulting, Animesh brings a wealth of expertise across a diverse range of industries and geographies.
He has a proven track record of establishing and leading consulting practices in multiple organizations, with the majority of his career focused on the automotive sector.
Animesh has led high-impact consulting engagements globally, working with clients across the USA, India, Southeast Asia, Japan, Australia, and South Korea. His portfolio includes collaborations with industry leaders such as VW, Toyota, Ford, Daimler, Lexus, Audi, Volvo, Honda, Tata Motors, and Harley Davidson, among others. He has also contributed his expertise to government projects, including working with the Malaysian Government.
Previously, Animesh has held leadership roles at MarketsandMarkets, Frost and Sullivan, Deloitte Consulting, GlobalData, and Datamonitor.
His insights have been featured in prominent media outlets such as the New York Times, Financial Times, Economic Times, and Just-Auto.
Anuragg Jhanwar
Co-Founder & Partner, Multi-Client Family Office
Experience: 21+ Years
Proficiency: Wealth Management, Startup Advisory, Venture Capital Investments
Associations: Member - Royal Institute of Chartered Surveyors, Board of Fin-tech, Insurance, Media-tech companies
Anuragg is a seasoned finance professional with diverse experience across various sectors and skill sets. He has experience of managing over 40 large families advising them on family constitution, succession and Investment frameworks, 500+ Real Estate consulting and valuation assignments, 200+ Real Estate and education grading mandates, 1000+ startup evaluation proposals, and building businesses from ground zero stage.
Before setting up Upwisery Private Wealth in 2017, Anuragg has held leadership positions at leading MNCs like REA-backed PropTiger – Housing.com, S&P-backed Crisil Limited, and Global IPC Cushman & Wakefield. His area of work included handling large teams and P&L responsibility at each of these companies.
He was instrumental in ramping up the product offerings and increasing the brand recall of each of the organizations through participation in various publications, newspapers, Magazines, articles, and TV appearances.
During his 11-year real estate advisory stint, Anuragg has worked closely with several institutional investors such as the Citi Group, Nomura, Morgan Stanley, Actis, HDFC, Standard Chartered, Tishman, Capita land, Ascendas, etc. on their investment and market advisory requirements.
Anuragg Jhanwar
Co-Founder & Partner, Multi-Client Family Office
Experience: 21+ Years
Proficiency: Wealth Management, Startup Advisory, Venture Capital Investments
Associations: Member - Royal Institute of Chartered Surveyors, Board of Fin-tech, Insurance, Media-tech companies
Anuragg is a seasoned finance professional with diverse experience across various sectors and skill sets. He has experience of managing over 40 large families advising them on family constitution, succession and Investment frameworks, 500+ Real Estate consulting and valuation assignments, 200+ Real Estate and education grading mandates, 1000+ startup evaluation proposals, and building businesses from ground zero stage.
Before setting up Upwisery Private Wealth in 2017, Anuragg has held leadership positions at leading MNCs like REA-backed PropTiger – Housing.com, S&P-backed Crisil Limited, and Global IPC Cushman & Wakefield. His area of work included handling large teams and P&L responsibility at each of these companies.
He was instrumental in ramping up the product offerings and increasing the brand recall of each of the organizations through participation in various publications, newspapers, Magazines, articles, and TV appearances.
During his 11-year real estate advisory stint, Anuragg has worked closely with several institutional investors such as the Citi Group, Nomura, Morgan Stanley, Actis, HDFC, Standard Chartered, Tishman, Capita land, Ascendas, etc. on their investment and market advisory requirements.
Prashant Joshi
Co-Founder & Partner | Head - Family Office & Private Wealth
Experience: 23+ Years
Proficiency: Investment Strategy, Family Office Creation, Succession Planning
Prashant is a seasoned wealth management professional with deep domain expertise in the areas of investment management with over 20 years of investing experience across market cycles.
Prashant has helped families articulate and implement their family office goals, from guidance on optimal structure, setting up investment policies and framework, portfolio course correction, succession planning, structuring investments, risk management, and more.
Having witnessed various market cycles for over 25 years, his views on asset classes, market insights, and research are widely respected and regularly featured in national media outlets.
Prashant serves as an advisory council member for several single-family offices and sits on the family trust board of several families.
He in various capacities advises 40+ family offices in India, on matters relating to wealth and beyond wealth. These families have collective assets under management of more than USD 1.7 Billion.
Prashant Joshi
Co-Founder & Partner | Head - Family Office & Private Wealth
Experience: 23+ Years
Proficiency: Investment Strategy, Family Office Creation, Succession Planning
Prashant is a seasoned wealth management professional with deep domain expertise in the areas of investment management with over 20 years of investing experience across market cycles.
Prashant has helped families articulate and implement their family office goals, from guidance on optimal structure, setting up investment policies and framework, portfolio course correction, succession planning, structuring investments, risk management, and more.
Having witnessed various market cycles for over 25 years, his views on asset classes, market insights, and research are widely respected and regularly featured in national media outlets.
Prashant serves as an advisory council member for several single-family offices and sits on the family trust board of several families.
He in various capacities advises 40+ family offices in India, on matters relating to wealth and beyond wealth. These families have collective assets under management of more than USD 1.7 Billion.
Prashant Joshi
Co-Founder & Partner | Head - Family Office & Private Wealth
Experience: 23+ Years
Proficiency: Investment Strategy, Family Office Creation, Succession Planning
Prashant is a seasoned wealth management professional with deep domain expertise in the areas of investment management with over 20 years of investing experience across market cycles.
Prashant has helped families articulate and implement their family office goals, from guidance on optimal structure, setting up investment policies and framework, portfolio course correction, succession planning, structuring investments, risk management, and more.
Having witnessed various market cycles for over 25 years, his views on asset classes, market insights, and research are widely respected and regularly featured in national media outlets.
Prashant serves as an advisory council member for several single-family offices and sits on the family trust board of several families.
He in various capacities advises 40+ family offices in India, on matters relating to wealth and beyond wealth. These families have collective assets under management of more than USD 1.7 Billion.
Anuj Kapoor
Founder & Partner, Investment Banking
Experience: 22+ Years
Proficiency: Mergers & Acquisitions, Capital Raising, Real Estate Advisory
Associations: Board of Directors - TiE, Member - GRI Club
Accreditations: “Top 50 Changemakers in India” 2020 by Business World
Anuj is a seasoned capital market and investment professional having credentials for closing 100+ transactions totalling more than USD 1.5 Billion in his career. Anuj has rich experience in Mergers and acquisitions, Capital raising, Investment management, transaction structuring and growth advisory.
Before setting up Upwisery in 2014, Anuj was the Head of Strategy & Investments for the Indian business of an NYSE-listed REIT, Alexandria Real Estate Equities Inc., USA. During his five (5) years with Alexandria, Anuj managed investments of more than USD 300 Million in investments in India.Before 2009, Anuj was associated with Ernst & Young India and managed a team of 75+ transaction advisory professionals pan India. During his 9-year stint with E&Y, Anuj has worked closely with several global institutional investors such as the Citi Group, Morgan Stanley, JP Morgan, ICICI Ventures, Alexandria REIT, Barings PE, Lehman Brothers, and D.E. Shaw, etc., on their investment and market advisory requirements.
Anuj has advised global multinationals such as Novartis AG, Pfizer Inc., Eisai Co., Ltd., Roche, Bill & Melinda Gates Foundation, Albany Molecular Research Inc., Georgia Tech University, etc., on a variety of advisory engagements.
Anuj Kapoor
Partner, Investment Banking
Experience: 22+ Years
Proficiency: Mergers & Acquisitions, Capital Raising, Real Estate Advisory
Associations: Board of Directors - TiE, Member - GRI Club
Accreditations: “Top 50 Changemakers in India” 2020 by Business World
Anuj is a seasoned capital market and investment professional having credentials for closing 100+ transactions totalling more than USD 1.5 Billion in his career. Anuj has rich experience in Mergers and acquisitions, Capital raising, Investment management, transaction structuring and growth advisory.
Before setting up Upwisery in 2014, Anuj was the Head of Strategy & Investments for the Indian business of an NYSE-listed REIT, Alexandria Real Estate Equities Inc., USA. During his five (5) years with Alexandria, Anuj managed investments of more than USD 300 Million in investments in India.
Before 2009, Anuj was associated with Ernst & Young India and managed a team of 75+ transaction advisory professionals pan India. During his 9-year stint with E&Y, Anuj has worked closely with several global institutional investors such as the Citi Group, Morgan Stanley, JP Morgan, ICICI Ventures, Alexandria REIT, Barings PE, Lehman Brothers, and D.E. Shaw, etc., on their investment and market advisory requirements.
Anuj has advised global multinationals such as Novartis AG, Pfizer Inc., Eisai Co., Ltd., Roche, Bill & Melinda Gates Foundation, Albany Molecular Research Inc., Georgia Tech University, etc., on a variety of advisory engagements.
Abhijit Banerjee
Co-Founder & Partner, Investment Banking
Experience: 20+ Years
Proficiency: Mergers & Acquisitions, Capital Raising, Corporate Restructuring
Accreditations: Top 100 Retail Minds, TiE Charter Member
Abhijit is a strategy and Investment banking professional with experience across diverse sectors & geographies. Abhijit has held Board Observer roles in mid-market companies in Consumer, Entertainment, & Web Technology sectors as Chief Strategy & Financial Officer. He has been awarded as ‘100 Top Retail Minds’ by Asia Retail Congress, 2018. Abhijit is a CA & CPA (USA).
Abhijit has led buy and sell-side mandates and presided over marque transactions such as Mebaz-Manyavar (M&A - Ethnic Retail), Centro-Reliance retail (M&A – Footwear Retail), Freyr Energy (Solar), Equity funding from Schneider & Total Energy (Europe), Automark (India’s largest road marking company), JV with an entity in USA, Mordor Intelligence & Global Markets Insights (M&A - Market Research).
Abhijit has co-founded an NGO called EPICS focused on education of underprivileged girls in rural areas and healthcare for HIV+ children. EPICS has been recognized among the ‘Most promising social enterprises in the world in 2013’ by GSVC, USA and among the Top 10 global emerging charities by CARE International and invited to Spain in 2010.
Abhijit earlier worked with leading consulting and Investment banking firms such as Ernst & Young, Moody’s Analytics, and Barclays Capital in Singapore for teams engaged in Audit & US GAAP of listed companies, researched listed technology stocks in US & Europe and oversaw FX & Credit Default Swaps portfolios (Korea, Japan & India markets).
Abhijit Banerjee
Co-Founder & Partner, Investment Banking
Experience: 20+ Years Proficiency: Mergers & Acquisitions, Capital Raising, Corporate Restructuring
Accreditations: Top 100 Retail Minds, TiE Hyderabad Charter Member
Abhijit is a strategy and Investment banking professional with experience across diverse sectors & geographies. Abhijit has held Board Observer roles in mid-market companies in Consumer, Entertainment, & Web Technology sectors as Chief Strategy & Financial Officer. He has been awarded as ‘100 Top Retail Minds’ by Asia Retail Congress, 2018. Abhijit is a CA & CPA (USA).
Abhijit has led buy and sell-side mandates and presided over marque transactions such as Mebaz-Manyavar (M&A - Ethnic Retail), Centro-Reliance retail (M&A – Footwear Retail), Freyr Energy (Solar), Equity funding from Schneider & Total Energy (Europe), Automark (India’s largest road marking company), JV with an entity in USA, Mordor Intelligence & Global Markets Insights (M&A - Market Research).
Abhijit has co-founded an NGO called EPICS focused on education of underprivileged girls in rural areas and healthcare for HIV+ children. EPICS has been recognized among the ‘Most promising social enterprises in the world in 2013’ by GSVC, USA and among the Top 10 global emerging charities by CARE International and invited to Spain in 2010.
Abhijit earlier worked with leading consulting and Investment banking firms such as Ernst & Young, Moody’s Analytics, and Barclays Capital in Singapore for teams engaged in Audit & US GAAP of listed companies, researched listed technology stocks in US & Europe and oversaw FX & Credit Default Swaps portfolios (Korea, Japan & India markets).
Prashanth Menon
Co-Founder & Partner, Investment Banking
Experience: 20+ Years
Proficiency: M&A, Capital Raising, Asset Management, Financial Modelling
Accreditations: Executive Board Member - CAIA
Prashanth Menon is an experienced Investment Banking and Financial Consulting professional with a career spanning over 20+ years with more than 100 deals and transactions totaling more than USD 2 Bn. Prashanth possesses diverse expertise in areas such as fundraising, asset management, mergers and acquisitions, transaction structuring, and financial modeling.
Before Joining Upwisery in 2017, Prashanth held the position of Managing Director and Board member for more than 10 SPVs of Alexandria Real Estate Equities Inc.’s Indian operations. Prashanth Managed more than USD 250 Mn in Investments in India.
Before 2010, Prashanth was part of the Transaction Advisory Services team at Ernst & Young, where he handled various Funding Raising, Mergers and Acquisitions, and growth advisory mandates. He was heading the Financial Modeling team at Ernst & Young. He has worked with global institutional investors such as Temasek, Citi Venture Capital, Warburg, Sachsen Fonds, Baring, Morgan Stanley, Capitaland, and New Vernon.
Prashanth is a qualified Chartered Accountant and holds a Charter with CAIA (Chartered Alternative Investment Analyst Association).
Prashanth Menon
Co-Founder & Partner, Investment Banking
Experience: 20+ Years
Proficiency: M&A, Capital Raising, Asset Management, Financial Modelling
Accreditations: Executive Board Member - CAIA
Prashanth Menon is an experienced Investment Banking and Financial Consulting professional with a career spanning over 20+ years with more than 100 deals and transactions totaling more than USD 2 Bn. Prashanth possesses diverse expertise in areas such as fundraising, asset management, mergers and acquisitions, transaction structuring, and financial modeling.
Before Joining Upwisery in 2017, Prashanth held the position of Managing Director and Board member for more than 10 SPVs of Alexandria Real Estate Equities Inc.’s Indian operations. Prashanth Managed more than USD 250 Mn in Investments in India.
Before 2010, Prashanth was part of the Transaction Advisory Services team at Ernst & Young, where he handled various Funding Raising, Mergers and Acquisitions, and growth advisory mandates. He was heading the Financial Modeling team at Ernst & Young. He has worked with global institutional investors such as Temasek, Citi Venture Capital, Warburg, Sachsen Fonds, Baring, Morgan Stanley, Capitaland, and New Vernon.
Prashanth is a qualified Chartered Accountant and holds a Charter with CAIA (Chartered Alternative Investment Analyst Association).
