Upwisery

Upwisery provides boutique wealth management services, including secure asset allocation and proprietary fund evaluation for ultra-high-net-worth individuals.

IRDAI-accredited insurance brokers with 95% claim settlement record. Risk assessment, group covers, project insurance, and specialty lines for growing enterprises.

Leverage Upwisery's unbiased Investment Banking Advisory Services spanning, Buy & Sell Side M&A Advisory, Private Equity & Private Credit Fundraise.

700+ valuations across M&A, ESOPs, and intangible assets — Upwisery delivers audit-ready, board-defensible reports for FEMA and Companies Act compliance.

Small-cap funds are the one segment where active management still consistently beats the index — see the 7-year data across Indian equities since 2010.

The page analyzes economic, diplomatic, and strategic dynamics between China and India, comparing trade, growth, and global influence.

The page explains family constitutions in India and outlines a six-step process for creating one.

How family offices navigate market cycles through hybrid investment frameworks, succession planning, and multi-generational wealth transfer. Strategies beyond buy-and-hold.

Upwisery reflects on investment work and family office advisory initiatives completed in fiscal year 2025–26.

The page offers monthly analysis of Indian and global equity and debt market performance, including valuation trends and macro indicators.

Upwisery and TiE Hyderabad honor entrepreneurs at the Hyderabad Entrepreneurship Summit 2025, recognizing leaders in technology, healthcare, education, pharmaceuticals, and fintech.

Upwisery’s M&A Tax and Regulatory team in Mumbai seeks a chartered accountant with 0–2 years of experience for transaction, restructuring, and tax work.

Explore roles across Investment Banking, Family Office, M&A Tax & Valuations at a Great Place to Work-certified firm, recognized for the third year running.

The page showcases daily life at Upwisery, including team stories, CSR initiatives, and open roles at a Great Place to Work-certified firm.

17 partners from the Big 4, global investment banks, and top wealth institutions now advise India's founders and family offices. Meet the team.

Upwisery is a boutique, multi-disciplinary financial advisory firm spanning six practices, serving 500+ enterprises and 40+ family offices across India.

The company provides private equity, mergers and acquisitions, fund raising, and structured debt services to over 500 clients and 40 family offices.

Connect with Upwisery's investment banking, family office, and wealth advisory teams across Hyderabad, Mumbai, Bengaluru, Chennai & Coimbatore.

Boutique, multi-disciplinary financial advisory for enterprises, family offices, and ultra-HNIs — $1.1Bn+ in deals closed, 500+ enterprise clients advised