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Established in 2014, Upwisery is a multi-disciplinary professional advisory and financial services firm. Upwisery provides bespoke solutions in Investment banking, Private wealth, M&A Tax & Regulatory, and Corporate Insurance to mid-market enterprises, family offices, and Ultra HNIs.
We ensure you receive the best-in-class solutions by leveraging our diverse collective experience through our unique value proposition:
We help you:
> NAVIGATE through uncertainties with our valuable insights
> ACCELERATE your growth with our expert advise
> ELEVATE to greater heights with our bespoke solutions
Our foundation is built on your continued patronage and our journey and accomplishments are a reflection of our trusted association:
• Recognized among the top 10 PE & M&A deal advisors (based on the number of deals closed) in the India League Tables since CY'22.
• 40+ family offices
• Successfully closed M&A/ Capital Raising transactions of more than USD 1Bn+ across sectors.
• Presence across 6 locations with 80+ team members
• 16+ Partners with 300+ years of cumulative experience
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
50 - 249
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Year founded
Founded 2014
Service Lines
- Financial Consulting
- 30%
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Industries
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Clients
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