Our Services
Leadership
300+ years of multi-disciplinary experience
EXPLORE
Our Services
Investment Banking
Bring your vision to reality
Family Office Advisory
Wealth. Life. Harmonized.
Private Wealth
Preserve, Grow, and Transmit
Your Wealth Wisely
About Us
The trusted ally on your growth journey
EXPLORE
Who We Are
Company
Bring your vision to reality
Leadership
Wealth. Life. Harmonized.
Our Services
Investment Banking
Lorem ipsum dolor sit amet
Family Office Advisory
Lorem ipsum dolor sit amet
Private Wealth
Lorem ipsum dolor sit amet
Corporate Insurance
Lorem ipsum dolor sit amet
Transaction Tax & Regulatory
Lorem ipsum dolor sit amet
Advisory Services
Lorem ipsum dolor sit amet
Valuations
Expert Analysis, Dependable Opinion
EXPLORE
Our Services
Investment Banking
Lorem ipsum dolor sit amet
Family Office Advisory
Lorem ipsum dolor sit amet
Private Wealth
Preserve, Grow, and Transmit Your Wealth Wisely
Corporate Insurance
Lorem ipsum dolor sit amet
Transaction Tax & Regulatory
Lorem ipsum dolor sit amet
Advisory Services
Lorem ipsum dolor sit amet
Private Wealth
Preserve, Grow, and Transmit Your Wealth Wisely
EXPLORE
Our Services
Investment Banking
Lorem ipsum dolor sit amet
Family Office Advisory
Lorem ipsum dolor sit amet
Private Wealth
Lorem ipsum dolor sit amet
Corporate Insurance
Lorem ipsum dolor sit amet
Transaction Tax & Regulatory
Lorem ipsum dolor sit amet
Advisory Services
Lorem ipsum dolor sit amet
Corporate Insurance
Minimize Risk, Maximize Opportunity
EXPLORE
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
EXPLORE
Our Services
Investment Banking
Lorem ipsum dolor sit amet
Family Office Advisory
Lorem ipsum dolor sit amet
Private Wealth
Lorem ipsum dolor sit amet
Corporate Insurance
Lorem ipsum dolor sit amet
Transaction Tax & Regulatory
Lorem ipsum dolor sit amet
Advisory Services
Lorem ipsum dolor sit amet
Multi-Client Family Office
Wealth. Life. Harmonized.
EXPLORE
Our Services
Investment Banking
Lorem ipsum dolor sit amet
Family Office Advisory
Lorem ipsum dolor sit amet
Private Wealth
Lorem ipsum dolor sit amet
Corporate Insurance
Lorem ipsum dolor sit amet
Transaction Tax & Regulatory
Lorem ipsum dolor sit amet
Advisory Services
Lorem ipsum dolor sit amet
M&A Tax & Regulatory Services
Navigate complex transactions with confidence
EXPLORE
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
Valuations
Expert Analysis, Dependable Opinion
The Wise Life
Culture
Recognised as a Great Place to Work
EXPLORE
The Wise Life
Culture
Lorem ipsum dolor sit amet
Career
Lorem ipsum dolor sit amet
Career
Get ready to make a difference
EXPLORE
The Wise Life
Culture
Nurturing Excellence
Career
Lorem ipsum dolor sit amet
Insights
Bull-e-tin
A Monthly Outlook on Economic Indicators & Market Performance
EXPLORE
Insights
Bull-e-tin
Lorem ipsum dolor sit amet
News Room
Lorem ipsum dolor sit amet
Wise Talks
Lorem ipsum dolor sit amet
Blogs
Lorem ipsum dolor sit amet
Wise Talks
Lorem ipsum dolor sit amet, consectetur
EXPLORE
Insights
Bull-e-tin
Lorem ipsum dolor sit amet
News Room
Lorem ipsum dolor sit amet
Wise Talks
Lorem ipsum dolor sit amet
Blogs
Lorem ipsum dolor sit amet
Blogs
Upwisery Thought leadership
EXPLORE
Insights
Bull-e-tin
Lorem ipsum dolor sit amet
Bull-e-tin
Lorem ipsum dolor sit amet
News Room
Upwisery in Headlines
EXPLORE
Insights
Bull-e-tin
A Monthly Outlook on Economic Indicators & Market Performance
News Room
Lorem ipsum dolor sit amet
Blogs
Lorem ipsum dolor sit amet
FOLLOW US
Youtube icon
Upwisery Logo
Home
Services
Credentials
The Wise Life
Insights
Contact Us
Our Services
Investment Banking
Lorem ipsum dolor sit amet
Family Office Advisory
Lorem ipsum dolor sit amet
Private Wealth
Lorem ipsum dolor sit amet
Corporate Insurance
Lorem ipsum dolor sit amet
Transaction Tax & Regulatory
Lorem ipsum dolor sit amet
Advisory Services
Lorem ipsum dolor sit amet
Wise Talks
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer molestie feugiat faucibus.
EXPLORE
The Wise Life
Culture
Lorem ipsum dolor sit amet
About Us
Lorem ipsum dolor sit amet
Career
Lorem ipsum dolor sit amet
Wise Talks
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer molestie feugiat faucibus.
EXPLORE
Insights
Bull-e-tin
Lorem ipsum dolor sit amet
News Room
Lorem ipsum dolor sit amet
Wise Talks
Lorem ipsum dolor sit amet
Blogs
Lorem ipsum dolor sit amet
Wise Talks
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer molestie feugiat faucibus.
EXPLORE

Upwisery Making Headlines

Terms & Conditions
TERMS OF USE

Welcome to Upwisery ("Website"). These Terms of Use ("Terms of Use/ Terms ") govern your use of our Website, operated by Upwisery Capital Advisors LLP ("Upwisery," "we," "us," or "our"). By accessing or using our Website, you agree to comply with and be bound by these Terms. If you do not agree to these Terms, please do not use our Website. By accessing this website and any pages hereof, you are indicating that you have read, acknowledge and agree to be bound by the Terms of Use. If you do not agree to these Terms of Use, then you are not allowed to use this Website and should immediately terminate such usage.

By accessing or using this Website, you confirm that you are at least 18 years old and have the legal capacity to enter into this agreement. If you are using the Website on behalf of an organization, you represent and warrant that you have the authority to bind that organization to these Terms.

The Terms of Use shall apply to all services, programs, information and products that You may use or otherwise access from time to time through this website. Some of our other websites or pages within this website may contain supplemental terms, conditions and additional disclosures and disclaimers, which are in addition to these terms and conditions, disclosures and disclaimers. In the event of a conflict, the supplemental terms and conditions, additional disclosures and disclaimers will govern for those sections or pages.You are responsible for being familiar with the current version of these Terms of Use posted on this website during each session. Please read the Terms of Use carefully.


DISCLAIMER OF WARRANTY AND LIMITATION OF LIABILITY

The information on this website is provided on an "AS IS" and “AS AVAILABLE” basis, Upwisery does not, make no express or implied representations or warranties regarding it. Upwisery does not, either expressly or impliedly, make any representations or warranties of any kind as to the operation of this website or the information and materials provided herein for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose.

Upwisery does not warrant that this website will be secure, error-free, free from viruses or malicious code, or will meet any particular criteria of performance or quality. Upwisery expressly disclaims all implied warranties, including, without limitation, warranties of merchantability, title, fitness for a particular purpose, non-infringement, compatibility, security, and accuracy.

The usage of contents of this Website is at your risk and you assume full responsibility. Upwisery will not be responsible or liable for any loss, injury, liability or damage that could result from or arise from your usage of this website including, but not limited to any errors in or omissions from this website or its content and any third-party website or content therein directly or indirectly accessed through links made available on this website, if any, including but not limited to any errors in or omissions there from.

Upwisery shall not have any responsibility to maintain this website or data and services made available on the website. Neither Upwisery, nor any of its, partners, directors, officers or employees, nor any third party vendor will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of the website or resulting from the act or omission of any other party involved in making the website or the data contained therein available to you, or from any other cause relating to your access to, inability to access, or use of the website or these materials, whether or not the circumstances giving rise to such cause may have been within the control of Upwisery or of any vendor providing similar services support. In no event will Upwisery or its partners, directors, employees or agents be liable for any damages including without limitation direct or indirect, special, incidental, or consequential damages, losses or expenses arising out of and in connection with this website or use thereof or inability to use thereof, or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus, malicious code or other defect in this website, any incompatibility between this website and the user’s files and the user’s browser or other site accessing program, or any other problems experienced by the user or system failure.

Certain links on this website may lead to websites, resources, or tools maintained by third parties over whom we have no control, we make no express or implied representations or warranties whatsoever regarding such websites, resources, and tools, and links to any such websites, resources, and tools should not be construed as an endorsement of them or their content by us. The above disclaimers and limitations of liability are applicable to the fullest extent permitted by law, whether in contract, statute, tort (including, without limitation, negligence), or otherwise.


WEBSITE CONTENT

Any and all material and information available through this website is solely for non-commercial and for your own personal use and for information purposes only. Upwisery does not warrant the completeness, timeliness or accuracy of any material and information available on this Website. User accesses, uses, and relies upon such information at his own risk. Please seek the advice of professionals as necessary regarding the evaluation of any content on this website.

Upwisery reserves the right, at any time and from time to time, in its own discretion to add, modify, or remove any of the material or information available on the website. These Terms of Use are not intended to, and will not, transfer or grant any rights in the information to other than those which are specifically described herein, and all rights not expressly granted herein are reserved by Upwisery or the third-party providers from whom Upwisery has obtained the information.

The information and any material provided on this website or in any communication containing a link to this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Upwisery to any registration requirement within such jurisdiction or country.

Neither the information, nor any material or opinion contained in this website constitutes a solicitation or offer by Upwisery or its, partners, directors, employees or agents to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service. Investment services are subject to market risks.

Upwisery may offer an online secured access, whether free or subscription based, to its users as part of additional website services. Upwisery may in its sole discretion terminate access to or use of this Website for any reason, including without limitation where it believes that such user has not acted in accordance with the Terms of Use of this website.


USER RESTRICTIONS

You shall not:

publish, transmit, or otherwise reproduce any information available on the website, in whole or in part, in any format to any third party without the express written consent of Upwisery; alter, obscure, or remove any copyright, trademark or any other notices that are provided to You in connection with the information;
We reserve the right to terminate or suspend your access to the Website at our sole discretion, without notice, for conduct that we believe violates these Terms or is otherwise harmful to the Website or other users.


INTELLECTUAL PROPERTY

Unless otherwise stated, copyright and all intellectual property rights in and to all content and material presented on this website (including but not limited to text, audio, video or graphical images), trademarks and logos appearing on this website are the property of Upwisery and/or its affiliates and are protected under applicable Indian Laws. Except as otherwise expressly stated herein, no part of any information or material from the website may be copied, transmitted, displayed, performed, distributed (for compensation or otherwise), licensed, altered, framed, stored for subsequent use, or otherwise used in whole or in part in any manner without the owner’s prior written consent, except to the extent permitted by the Copyright Act, 1957, as amended, and then, only with notices of the owner’s proprietary rights. Except for any third-party data, you may download information and print out a copy for your personal use, so long as you do not remove any copyright or other notice as may be contained in information, as downloaded.


LINKS TO THIRD PARTY WEBSITES

This Website may provide links to certain third-party websites. Upwisery is providing such links solely as a convenience to you. Such third-party websites that have links on our website may collect personally identifiable information about you. You are advised to check the data protection policies of these third-party websites yourself before using those links/sites.


PRIVACY POLICY & COOKIE POLICY

Our use of your personal information is governed by our Privacy Policy. By using the Website, you consent to the collection and use of your information as outlined in the Privacy Policy.

You acknowledge that we may use your personal information and data according to our Privacy and Cookie Policies, which are incorporated herein by this reference. You hereby agree to the terms of our Privacy and Cookie Policies, including any obligations imposed on you therein.

INDEMNIFICATION  

You agree to indemnify and hold harmless Upwisery, its affiliates, employees, and agents from any claims, liabilities, damages, losses, or expenses (including legal fees) arising out of your use of the Website or violation of these Terms.


CHANGE IN TERMS AND CONDITIONS

Upwisery reserves the right, in its sole discretion, without any obligation and without any notice, to revise or change these Terms of Use at any time or to suspend and/or deny access to this website for scheduled or unscheduled maintenance, upgrades, improvements or corrections or for any other reason. Upwisery does not undertake any obligation or responsibility to update or amend any information. Upwisery may discontinue or change any product or service described in or offered on this Website at any time in its discretion. Such changes will become effective and binding after their posting on this section of the Website. You are responsible for regular reviewing and your continued use of the Website constitutes your agreement to all such changes. By continuing to use our Website after any posted revision, you accept to abide by it.


GOVERNING LAW AND DISPUTE RESOLUTION

The Terms of Use is governed by Indian Laws. Any dispute arising with respect to this Terms of Use shall be subject to exclusive jurisdiction of Court (s) at Hyderabad, India.
Privacy Policy
Introduction

We value the trust you place in us and recognize the importance of secure transactions and information privacy. This Privacy Policy (‘Policy’) describes how Upwisery (collectively " Upwisery, we, our, us") collect, use, share, protect or otherwise process your personal information through our Website www.upwisery.com (‘Website’). Your personal information will primarily be stored and processed in India and may have data protection laws that are different from those that apply in the country in which you are located. By visiting this Website, providing your information, you expressly agree to be bound by the terms and conditions of this Privacy Policy, the Terms of Use Policy and agree to be governed by the laws of India including but not limited to the laws applicable to data protection and privacy.


Collection of Information

We collect your personal information relating to your identity, demographics and when you use our Website, or otherwise interact with us during the course of our relationship and related information provided from time to time. Some of the information that we may collect including but not limited to, while using our Website, name, telephone/mobile number, email ID, designation, company name, company website, company revenue, country, city, any other personal details that may have been voluntarily provided by you.  Our primary goal in doing so is to provide you a safe, efficient, smooth, and customized experience. This allows us to provide services and features that most likely meet your needs, and to customize our Website to make your experience safer and easier. In general, you can browse the Website without telling us who you are or revealing any personal information about yourself. Once you give us your personal information, you are not anonymous to us. Where possible, we indicate which fields are required and which fields are optional. You always have the option to not provide information, by choosing not to use a particular feature on the Website. We may track your preferences, and other information that you choose to provide on our Website. We use this information to do research on our users' demographics, interests, and behaviour to better understand and serve our users. This information is compiled and analysed on an aggregated basis. This information may include the URL that you just came from (whether this URL is on our Website or not), which URL you next go to (whether this URL is on our Website or not), your computer browser information, and your IP address.

When a third-party collects your personal information directly from you, you will be governed by their privacy policies. Upwisery shall not be responsible for the third-party privacy practices or the content of their privacy policies, and we request you to read their privacy policies prior to disclosing any information.


Use of Information

We use your personal information via this Website to enhance user experience, help promote a safe service, detect and protect us against error, fraud and other criminal activity, enforce our terms and conditions, conduct marketing research, analysis, surveys and as otherwise described to you at the time of collection of information and to customize and improve your experience with the Website and related services and/or added features offered to you. We may use your contact information voluntarily shared by you to send you notification/newsletters based on your preferences and your interests or that we feel may be of interest to you. You may at any time request that we discontinue sending you emails or other communications generated in response to your provision of personal information via this Website.

We identify and use your IP address to help diagnose problems with our server, and to administer our Website. Your IP address is also used to help identify you and to gather broad demographic information. We will occasionally ask you to complete surveys conducted either by us or through a third- party market research agency. These surveys may ask you for personal information, contact information, gender, date of birth, demographic information (like pin code, age or income level) attributes such as your interests, household or lifestyle information, your purchasing behaviour or history preference and other such information that you may choose to provide. Participation in these surveys are purely voluntary in nature. We use this data to tailor your experience at our Website, providing you with content that we think you might be interested in and to display content according to your preferences.


Sharing of Information


We may provide your personal information to internally within Upwisery or its group or sister concerns to conduct market or other research. We may disclose personal and sensitive personal information to government agencies or other authorised law enforcement agencies if required to do so by law or in the good faith belief that such disclosure is reasonably necessary to respond to summons, court orders, or other legal process.  All of these disclosures may involve the transfer of personal information to countries or regions without data protection rules similar to those in effect in your area of residence. Personal information may also be disclosed to law enforcement, regulatory, or other government agencies, or to other third parties, in each case to comply with legal or regulatory obligations or requests.  


Security Precautions  

To protect your personal information from unauthorised access or disclosure, loss or misuse we adopt reasonable security practices and procedures. The transmission of information is not completely secure for reasons beyond our control. The access to your personal data is limited to only those employees, agents, contractors and other third parties who have a need to know. They will only process your personal data on our instructions, and they are subject to a duty of confidentiality. We adopt industry standard security measures and keep updating our systems from time to time to protect your personal information against any hacking or virus dissemination. However, by using the Website, the users accept the security implications of data transmission over the internet and the World Wide Web which cannot always be guaranteed as completely secure, and therefore, there would always remain certain inherent risks regarding use of the Website.


Target /Advertisements

We may use third-party advertising companies to serve ads when you visit our Website. These companies may use information (not including your name, address, email address, or telephone number) about your visits to this Website and other websites in order to provide advertisements about goods and services of interest to you.


Use of Children Information

Use of our Website is available only to persons who can form a legally binding contract under the Indian Contract Act, 1872. We do not knowingly solicit or collect personal information from children under the age of 18 years. If you have shared any personal information of children under the age of 18 years, you represent that you have the authority to do so and permit us to use the information in accordance with this Privacy Policy.


Data Retention  

We retain your personal information for a period no longer than is required for the purpose for which it was collected or as required under any applicable law. However, we may retain data related to you if there is a legal obligation to retain the data; if required to comply with any applicable statutory or regulatory retention requirement by law; if we believe it may be necessary to prevent fraud or future abuse; to enable Upwisery to exercise its legal rights and/or defend against legal claims; or for other legitimate purposes. We may continue to retain your data in anonymised form for analytical and research purposes.


Your Rights  

We take every reasonable step to ensure that your personal information that we process is accurate and, where necessary, kept up to date, and any of your personal information that we process that you inform us is inaccurate (having regard to the purposes for which they are processed) is erased or rectified. You may access, correct, and update your personal information directly by writing to us at the contact information provided below to assist you with these requests. You have an option to withdraw your consent that you have already provided by writing to us at the contact information provided below. Please mention “for withdrawal of consent” in the subject line of your communication. We will verify such requests before acting upon your request. Please note, however, that withdrawal of consent will not be retroactive and will be in accordance with the terms of this Privacy Policy, related Terms of Use and applicable laws. In the event you withdraw consent given to us under this Privacy Policy, such withdrawal may hamper your access to the Website or restrict provision of our services to you for which we consider that information to be necessary.


Consent    

By visiting our Website or by providing your information, you consent to the collection, use, storage, disclosure and otherwise processing of your information (including sensitive personal information) on the Website in accordance with this Policy. If you disclose to us any personal information relating to other people, you represent that you have the authority to do so and permit us to use the information in accordance with this Privacy Policy. You, while providing your personal information over the Website or any partner Websites or establishments, consent to us (including our other corporate entities, affiliates, lending partners, technology partners, marketing channels, business partners and other third parties) to contact you through SMS, instant messaging apps, call and/or e-mail for the purposes specified in this Policy. You have an option to withdraw your consent that you have already provided by writing to the Grievance Officer at the contact information provided below. Please mention “Withdrawal of consent for processing personal information” in your subject line of your communication. We will verify such requests before acting on our request. Please note, however, that withdrawal of consent will not be retroactive and will be in accordance with the terms of this Privacy Policy, related terms of use and applicable laws. In the event you withdraw consent given to us under this Privacy Policy, we reserve the right to restrict or deny the provision of our services for which we consider such information to be necessary.


Changes to this Policy    

Please check our Privacy Policy periodically for changes. We may update this Privacy Policy to reflect changes to our information practices. We will alert you to significant changes by posting the date our Privacy Policy got last updated, placing a notice on our Website, or by sending you an email when we are required to do so by applicable law.


Data security and Integrity      

Upwisery has reasonable security policies and procedures in place to protect personal information from unauthorized loss, misuse, alteration, or destruction. Despite our best efforts, however, security cannot be absolutely guaranteed against all threats. To the best of our ability, access to your personal information is limited to those who have a need to know. Those individuals who have access to the data are required to maintain the confidentiality of such information.

We also make reasonable efforts to retain personal information only for so long i) as the information is necessary to comply with an individual’s request or ii) as necessary to comply with legal, regulatory, internal business or policy requirements.


Grievance Officer       

Grievance Officer/Nodal Officer In accordance with (1) Information Technology Act, 2000 and rules made there under, and (2) Consumer Protection (E-Commerce) Rules 2021 the name and contact details of the Grievance Officer/Nodal Officer is provided below: