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Private Wealth Management

Preserve, Grow, and Transmit Your Wealth Wisely
Build Your Legacy, Wealth & Beyond
We believe that successful investing isn’t about chasing occasional supernormal returns. Instead, it’s about generating consistent, handsome returns across all market cycles and over long periods, ensuring stability and growth.

Our approach transcends traditional wealth management. We focus on helping you build a sustainable legacy through a disciplined, systematic, and ever-evolving investment process, thoughtfully tailored to your unique needs and financial aspirations.

Using our proprietary due diligence framework, we rigorously evaluate the entire universe of asset classes, ensuring every recommendation aligns with your goals. Whether you’re aiming for wealth preservation, long-term growth, or creating meaningful impact, our expertise equips you to confidently navigate the complexities of today’s markets and secure a prosperous future.
Accredited By
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Build Your Legacy, Wealth & Beyond
We believe that successful investing isn’t about chasing occasional supernormal returns. Instead, it’s about generating consistent, handsome returns across all market cycles and over long periods, ensuring stability and growth.

Our approach transcends traditional wealth management. We focus on helping you build a sustainable legacy through a disciplined, systematic, and ever-evolving investment process, thoughtfully tailored to your unique needs and financial aspirations.

Using our proprietary due diligence framework, we rigorously evaluate the entire universe of asset classes, ensuring every recommendation aligns with your goals. Whether you’re aiming for wealth preservation, long-term growth, or creating meaningful impact, our expertise equips you to confidently navigate the complexities of today’s markets and secure a prosperous future.
Accredited By
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Right Selection & Allocation
for superior & consistent compounding
Evidence-based Investing
with a proprietary 12-factor framework distilled from 60+ sub-factors for a 360-degree view
Business & Economic Cycle Investing
for optimizing asset class allocation across market cycles
Managing
Outliers
with a robust risk
framework
Avoiding Portfolio Drift
through continuous monitoring & rebalancing
Right Selection & Allocation
for superior & consistent compounding
Evidence-based Investing
with a proprietary 12-factor framework distilled from 60+ sub-factors for a 360-degree view
Business & Economic Cycle Investing
for optimizing asset class allocation across market cycles
Managing
Outliers
with a robust risk
framework
Avoiding Portfolio Drift
through continuous monitoring & rebalancing
Worth of AssetsAdvised & Transacted
Family OfficesAdvised
Years of ExperienceAcross Investing & Investment Banking
Years of ExperienceAcross Market Cycles & Asset Classes
Worth of Assets
Advised & Transacted
Private Equity and M&A
Advised
Offices
Across Investing & Investment Banking
Team Members
Across Market Cycles & Asset Classes
Handpicked Solutions Unique to You
Equity, Debt, & Commodities
Equity, Debt, & Commodities
Portfolio Management Services
AIDs
Market Linked Debentures
Direct Equity & Debt
Non-discretionary PMS
Offshore Investments
Equity Advisory Services
Alternates
Private Equity
Real Estate Funds
Venture Capital Funds
Direct Investment Opportunity
Private Credit
REITs, & InVits
Absolute Returns
Beyond Wealth
Succession Planning
Family Constitution
CSR & Philanthropy
Concierge (Travel & Sports)
Equity
Mutual Funds, PMS, AIFs, Broking*
*via Philip Capital
Fixed Income
Mutual Funds, PMS, AIFs, Bonds
Alternatives
Real Estate Funds, Gold and silver
ETFs REITs, InvITs, High yield private
debt, private equity,  collectables,
structured products, multi-Strategy
Funds, commodities and pre-IPO
Equity

Due Diligence & Strategy
Selection
(Quantitative & Qualitative Parameters)
External Advisory Team
Market Intelligence
Validation
Investment Approval Committee
Investment Selection Oversight
Anti-Selection
Equity
Direct Equity Advisory
Mutual Funds
Portfolio Management Services (PMS)
Alternate Investment Funds (AIFs)
Broking*
*via Philip Capital
Fixed Income
Direct Bond Advisory
Mutual Funds
Portfolio Management Services (PMS)
Alternate Investment Funds (AIFs)
Bonds
Alternates
Private Equity & Venture Capital Funds
High Yield Private Debt
Pre-IPO
Real Estate & Multi-Strategy Funds
Structured Products
REITs, Invits, & Commodity ETFs
Collectibles
Equity
Direct Equity Advisory
Mutual Funds
Portfolio Management Services (PMS)
Alternate Investment Funds (AIFs)
Broking*
*via Philip Capital
Fixed Income
Direct Bond Advisory
Mutual Funds
Portfolio Management Services
Alternate Investment Funds A(IFs)
Bonds
Alternates
Private Equity & Venture Capital Funds
High Yield Private debt
Pre-IPO
Real Estate & Multi-Strategy Funds
Structured Products
REITs, Invits, & Commodity ETFs
Collectibles
Our Proprietary Fund Evaluation Framework
We employ a proprietary fund evaluation framework that rigorously analyzes millions of data points across various market cycles. Our approach considers 4,000 parameters across 18 unique attributes for each fund in the investment universe, encompassing different asset classes and economic conditions. Our 'data-driven, human-led' methodology, enables a deep dive beyond surface-level insights to deliver precise, actionable strategies that align with your investment goals, risk tolerance and growth potential of funds across cycles.
Upwisery Proprietary Fund Analysis Framework for Wealth Management.
We track the whole universe of AIFs, Mutual Funds, and PMS, parsing them through quantitative analysis, qualitative analysis, and attribution analysis to identify curated opportunities for you.Upwisery Proprietary Fund Analysis Framework for Wealth Management.
We track the whole universe of AIFs, Mutual Funds, and PMS, parsing them through quantitative analysis, qualitative analysis, and attribution analysis to identify curated opportunities for you.
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
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
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
Upwisery seems to make a lot of things uncomplicated. They gave us a clear and comprehensive succession plan, which we implemented. Their assistance in the formation of family trust and the distribution plan for our wealth is high on my list of wins. Upwisery has worked with us to build a comprehensive strategy for our wealth, including investments, tax, insurance, estate planning, private equity, and family development.
Dr. Kirit Kantilal Parekh
Ex-M.D., Care Hospital
Upwisery has been my advisor since the day their private wealth vertical was born. I am impressed with the rapid progress this young, energetic, and creative team has made over a short period. They are always working out new ways and approaches to solve the mysteries of financial markets to improve the quality of advice for their clients.
Kapil Mehan
Strategic Advisor, Agri Business
Most firms are focused on investment management. While that is also key for Upwisery, their understanding and assistance in the stressed asset deals and structured deals on real estate where they provide expert advice are high on my list.
Vikram Kailas
Managing Director, Mytrah Energy
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
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
Most firms are focused on investment management. While that is also key for Upwisery, their understanding and assistance in the stressed asset deals and structured deals on real estate where they provide expert advice are high on my list.
Vikram Kailas
Managing Director, Mytrah Energy
Meet our Team of Wealth Experts
Prashant Joshi
Co-Founder & Partner
Hyderabad
Anuragg Jhanwar
Co-Founder & Partner
Mumbai
Girish Lathkar
Co-Founder & Partner
Hyderabad
Dennis Gabriel
Partner
Bangaluru
Karthikh Jayaraj
Partner
Coimbatore
Prashant Joshi
Co-Founder & Partner
Hyderabad
Anuragg Jhanwar
Co-Founder & Partner
Mumbai
Girish Lathkar
Co-Founder & Partner
Hyderabad
Dennis Gabriel
Partner
Bangaluru
Karthikh Jayaraj
Partner
Coimbatore
Stay Informed, Stay Ahead
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Large-cap fund allocations figure in almost all investor portfolios as there is a comfort of known companies, management style, good research coverage and information dissemination.
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How HNIs should invest amid constant income tax reforms
Constant income tax reforms are driving high-net-worth individuals (HNIs) in India towards dynamic portfolio models. According to Dennis Gabriel, Partner at Upwisery Private Wealth, recent changes in the taxation of debt instruments, especially mutual funds, are reshaping long-term investment strategies.
Read More

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