Upwisery

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