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Talk Of the Month
AI, Big Data, and the
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Guest Speaker: Mr. S.P. Reddy
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AI, Big Data, and the Future of Finance
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Speaker Profile
Get to know the brilliant minds behind our investment banking prowess.

Our seasoned experts bring a wealth of experience and expertise to the table, ensuring unparalleled guidance and support for your financial endeavors.
Anuj Kapoor
Partner, Investment Banking
Abhijeet Banarjee
Partner, Investment Banking
Prashanth Menon
Partner, Investment Banking
Prashant Joshi
Partner, Family Office Advisory
Vikas Khaitan
Partner, Family Office Advisory
Insights from Expert-Led Wise Talks
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Select Year
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Strategies for Uncertain Times
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Understanding Financial Markets and Instruments
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Building and Maintaining a Diverse Portfolio
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Tax Planning for Investments
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Understanding Financial Markets and Instruments
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Wise Testimonials
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Upwisery has been crucial for Centro, guiding us through milestones like our Majority Stake Sale to Reliance Retail. Their expertise helped us implement best practices, and we value their exceptional advice in the consumer sector.
Sridhar Ganesh Bollam
Founder & Director, Centro
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 been crucial for Centro, guiding us through milestones like our Majority Stake Sale to Reliance Retail. Their expertise helped us implement best practices, and we value their exceptional advice in the consumer sector.
Sridhar Ganesh Bollam
Founder & Director, Centro
We started working with Upwisery last year and were immediately impressed with their ability to get into the details, effectiveness in working across all functions in the company, and willingness to challenge our assumptions and provide meaningful, implementable and value added solutions.
Saurabh Marda
Managing Director, Freyr Energy
Upwisery has been crucial for Centro, guiding us through milestones like our Majority Stake Sale to Reliance Retail. Their expertise helped us implement best practices, and we value their exceptional advice in the consumer sector.
Sridhar Ganesh Bollam
Founder & Director, Centro
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, Freyr Energy
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
Founder & Director, Centro
We started working with Upwisery last year and were immediately impressed with their ability to get into the details, effectiveness in working across all functions in the company, and willingness to challenge our assumptions and provide meaningful, implementable and value added solutions.
Saurabh Marda
Managing Director, Mytrah Energy
FAQs

What is the application process like at Upwisery?

You can directly submit the online form on our website for the position you are interested in. Alternatively, you can email your resume to careers@upwisery.com with the subject line specifying the role and location you are interested in. If your profile fits our requirements, the team will get in touch with you for interview and assessment.

What are you looking for in a candidate?

We look for individuals who are passionate, wise, and eager to learn. While specific skills will vary depending on the position, we generally look for individuals with a hunger for growth, strong work ethic, excellent communication skills, and a commitment to excellence.

How long does it take to hear back from Upwisery after I apply?

We strive to get back to all applicants as quickly as possible. The timeframe can vary depending on the position and the number of applications received.

What kind of work environment does Upwisery offer?

Upwisery fosters a collaborative and inclusive environment where everyone’s voice is heard. We believe in open communication, teamwork, and fostering a spirit of continuous learning.

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