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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 for CY '22 and CY'23 • 40+ family offices • Successfully closed M&A/ Capital Raising transactions of more than USD 1Bn+ across sectors. • Presence across 4 locations with 60+ team members • 13+ Partners with 200+ years of cumulative experience
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