A boutique and holistic monetary advisory and providers agency
HYDERABAD, India, Nov. 9, 2022 /PRNewswire/ — StratCap Advisory, acknowledged among the many prime funding banking companies in India, and Fintrust Advisors, one of many quickest rising multi-client household workplace advisory companies, have introduced a merger to create ‘UPWISERY’, a multi-disciplinary skilled advisory and monetary providers agency.
Speaking on this event, Anuj Kapoor, Founder, and Partner – Investment Banking at Upwisery, defined, “Upwisery implies achievement through wise guidance. We have thoughtfully chosen to combine our varied expertise and offerings under the single brand ‘UPWISERY’ to deliver better results to our clients while being relevant and agile in an ever-changing ecosystem. Over the last eight-plus years, we have evolved into a holistic service provider with a founder-first mindset rather than just having a transactional association with our clients. We will continue providing bespoke solutions to mid-market enterprises, family offices, and UHNIs across Investment banking, Private Wealth, M&A, Tax & Regulatory advisory, and Corporate General Insurance.“
The agency was began in 2014 by a staff of seasoned professionals, with 50+ years of mixed work expertise in main world funding banks and BIG 4 advisory companies.
Upwisery presently options among the many ‘Top 10 Transaction Advisors’ within the PE League Tables (foundation variety of offers) Q1-Q3 2022 by Venture Intelligence. The sector-agnostic agency has closed a number of marquee M&A and capital-raising transactions of greater than INR 6000 Crores since its inception.
Currently advising 36+ Family Offices, the agency can be acknowledged among the many best-performing multi-client household places of work within the nation. Having labored at prime world banking and wealth administration establishments, the staff at Upwisery brings in deep area experience throughout all of the asset courses & the spectrum of household workplace providers together with belief formation, succession planning, household structure, and company treasury administration. The agency additionally plans to enterprise into the wealth tech house with disruptive expertise and AI-driven wealth administration platform catering to the aspirations of the fast-growing HNIs in India.
Prashant Joshi, Co-founder, and Partner – Family Office Advisory stated, “With enabling and stable policy framework, high consumption has driven GDP growth and the tightening of the regulatory framework, the quality of mid-market companies and the number of UHNIs in India have grown exponentially, and we expect this number to increase multifold. Despite the global slowdown concerns, we at Upwisery are bullish on the SME sector in India, and our 40+ best-in-class professionals are well-poised to harness this growth for our clientele. As our value proposition indicates, we will continue to help our clients NAVIGATE uncertainties through our valuable insights, ACCELERATE their growth with our expert advice and ELEVATE them to greater heights with our bespoke solutions.”
With a staff of seasoned professionals from KPMG, PwC, and different world advisory companies, Upwisery ventured into the M&A Tax, Valuation & Regulatory Advisory Services in 2021. Since then, the agency has suggested 50+ outstanding world and Indian corporates on their M&A deal structuring and Valuation necessities. The agency has just lately obtained a license from the IRDA to prolong its service choices into Corporate General Insurance broking to handle the growing wants of managing dangers of its diversified shopper base.
With 10 Partners, 40+ professionals, and places of work current throughout Hyderabad, Mumbai, Bangalore and Coimbatore, the agency, beneath its new model id ‘Upwisery’, goals to strengthen its market positioning as a ‘Trusted Advisor‘ for mid-market corporations, Family Offices and UHNIs throughout India.
About Upwisery
Upwisery is a multi-disciplinary skilled advisory and monetary providers agency, offering bespoke options in Investment banking, Private wealth, M&A, Tax & Regulatory, Corporate insurance, and Growth advisory to mid-market enterprises, household places of work, and Ultra HNIs. Since 2014, Upwisery has closed a number of marquee M&A and capital-raising transactions of greater than INR 6000 Crores. Based on the variety of offers closed, Upwisery is recognised among the many prime 10 transaction advisors within the India League Tables. With 10 Partners, 40+ professionals, Upwisery has workplace presence throughout Hyderabad, Mumbai, Bangalore and Coimbatore.
Media Contact:
Roshni Rohira
+91-97693 83310
[email protected]
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