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UPWISERY ONE

We showcase and offer, a range of exclusive investment options to help you build and manage your portfolio. Our open architecture platform helps investors make an informed choice by providing them with a wide spectrum of products across asset classes, which are carefully shortlisted through our proprietary research and diligence process. Our clients are kept abreast of the developments in domestic & global markets and the economy through our Monthly Market Outlook. Financial data aggregation for all asset classes provides a consolidated view of a family’s entire net worth. Robust portfolio reporting provides a consolidated and detailed view across multiple asset classes. A professional team of client relationship and service managers provide top-notch service for a seamless experience.
Investment Product Offering

Our strong network, and deep connections in the debt, equity, and alternative investment markets, coupled with our stringent in-house evaluation methodologies, bring out the best in the breed option. At Upwisery, we consciously do not manufacture or have in-house products. This allows us to remain unbiased in the truest of senses and allows us to pick and select on a merit basis for you.

We ensure strong portfolio governance through superior execution,
risk mitigation and deployment of continuous monitoring mechanisms.

INVESTMENT PRODUCTS & SOLUTIONS
Equity
  • Mutual Funds
  • PMS – Portfolio Management Services
  • AIF – (Aletrnate Investment Funds)
  • Market Linked Debentures
  • Direct Equity
Debt
  • Mutual Funds
  • PMS – Portfolio Management Services
  • High Yielding Debt Papers
  • AIF – (Aletrnate Investment Funds)
  • Capital Protected Market Linked Debenturess
ALTERNATE PRODUCTS
  • Private Equity
  • Real Estate Funds
  • Venture Capital Funds
  • Bespoke Direct opportunity to invest in Companies
WEALTH TRANSMISSION
  • Estate Planning
  • Trust Services
  • Wills
  • Family Constitution
SPECIALISED SERVICES
  • Investment Banking
  • Real Estate Solutions
  • Offshore Investments
  • Setting up Family Office
REPORTING

Detailed for insightful and better-informed decisions

Complaint Data

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

Data for the month ending - SEPTEMBER 2024

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

Trend of monthly disposal of complaints - FY 2024-25

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

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

Trend of annual disposal of complaints

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

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

Trend of annual disposal of complaints

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

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

Trend of monthly disposal of complaints - FY 2023-24

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

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

Complaint Data

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

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

Dear Visitor

Upwisery is only showcasing investment opportunities to clients for investments in Mutual Funds, Sovereign Bond products. Except Mutual Funds no investment advice, whatsoever has been given by Upwisery.

Mutual Fund related information published by Upwisery is available in the public domain. This information along with information from Mutual Fund AMCs need to be considered as reference material and will only be a guidance tool for me/us to make effective investment decision.

Upwisery is acting as :

  • Distributors of Mutual Fund Products under AMFI Mutual Fund Guidelines and is registered with AMFI having registration number -

In this website the words"customized solutions", "offerings ", "tailor made solutions", "recommendations", "holistic wealth management solutions", to be construed in relation with Mutual fund only.