Multi-Client Family Office

Trusted by Industry Leaders

I’m a recent client of Upwisery and already have growing confidence in their skill sets and work ethic. While many firms focus on investment management, Upwisery’s expertise in stressed asset and structured real estate deals sets them apart.

Vikram Kailas

Managing Director, Mytrah Energy

Upwisery has advised me since their Private Wealth vertical began. The young, energetic team consistently innovates to enhance financial market advice. I wish them continued success and hope they maintain their agility as they grow.

Kapil Mehan

Strategic Advisor, Agri Business Veteran

I’ve known the founding members of Upwisery Private Wealth for a long time and am pleased to see them fill a crucial gap in the family office ecosystem. They are highly knowledgeable, professional, and ethical, delivering expert, multidisciplinary advice while prioritizing my interests.

Amit Mehta

Board Member & Head of Family Office, LNB Group

We needed help with succession planning and required someone to guide us through the complexities. Upwisery simplified everything and developed a clear succession plan. Their assistance with family trust formation and wealth distribution was invaluable.

Dr. Parekh

M.D. , Care Hospitals

Vikram Kailas

Managing Director, Mytrah Energy

Kapil Mehan

Strategic Advisor, Agri Business Veteran

Amit Mehta

Board Member & Head of Family Office, LNB Group

Dr. Parekh

M.D. , Care Hospitals

One thing that sets apart Upwisery from most other peers is the level of trust, genuineness, and client centricity that they bring on the table. They are highly knowledgeable, thoroughly prepared, very professional, and ethical. Through their investment office, Real Estate, Stressed Asset & Private Equity teams, they deliver multidisciplinary advice one needs while keeping my interest at the heart of their services.

Amit Mehta

Director & Head – Family Office, LNB Group

In the last six years of working with Upwisery, we've used their investment banking, wealth management, and corporate structuring services with excellent results. My relationship with Upwisery is built on trust and clear communication. They tailor their services to meet our goals, whether it is managing investment or working on both buy and sell side deals. I trust Upwisery as a long-term partner because they consistently provide strong advice and support throughout every transaction.

Mayur Khara

Managing Director, Automark Industries

The format of the Upwisery team to have independent teams under one roof that deal with private wealth, investment banking, structuring, succession planning, and real estate, I think is very unique. Their ability to provide investment and risk frameworks gives them a real competitive edge in a crowded family marketplace.

Sayee Divi

Serial Entrepreneur

We have known the founding members of Upwisery Family Office since 2015 and have greatly appreciated the advice provided by the team over the years. They have effectively managed our family office in investments, estate planning and beyond. We have the utmost trust and confidence in the team and genuinely value their guidance, knowing they are responsible stewards of our capital. We wish them all the success!!

Praveen & Shanti Atluri

Serial Entrepreneur

Upwisery has patiently helped me to navigate the financial markets and make me informed about the investment decisions. They have exceptional knowledge about the financial markets and are outstanding investment strategist. Their ability of fund manager selection and capabilities are outstanding, characterized by their transparency and objectivity. Upwisery is one of the few firms focused on risk frameworks and downside protection, which adds an extra edge to my investment portfolio.

Damodar Reddy

Serial Entrepreneur

We joined hands with Upwisery about two years back. We have worked with Upwisery team on multiple transactions like family restructuring, succession planning, due diligence, investment advice. I have found that they've got a great expertise and knowledge in their domain.

Rishab Jain

CFO & Head – Family Office, Bikaji Foods & Financials Limited

I commend Upwisery for the very professional and ethical approach that you take towards business. From being able to help us understand the portfolio approach, looking at different asset classes, giving us the right kind of guidance, having a team to help us evaluate deals as they come along, and being that partner that helps us understand the broader landscape has been extremely useful.

Aditya Vuchi

AVNM Ventures, ex-Media Mint Founders

Amit Mehta

Board Member & Head of Family Office, LNB Group

Mayur Khara

Managing Director, Automark Industries

Sayee Divi

Serial Entrepreneur

Praveen & Shanti Atluri

Serial Entrepreneur

Damodar Reddy

Serial Entrepreneur

Rishab Jain

CFO & Head – Family Office, Bikaji Foods & Financials Limited

Aditya Vuchi

AVNM Ventures, ex-Media Mint Founders

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Multi-Client Family Office

Safeguard your Legacy

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Company

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