comparemela.com

Hyderabad (Telangana) [India], November 9 (ANI/PRNewswire): StratCap Advisory, recognized among the top investment banking firms in India, and Fintrust Advisors, one of the fastest growing multi-client family office advisory firms, have announced a merger to create 'UPWISERY', a multi-disciplinary professional advisory and financial services firm. Speaking on this occasion, Anuj Kapoor, Founder, and Partner - Investment Banking at Upwisery, explained, "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 firm was started in 2014 by a team of seasoned professionals, with 50+ years of combined work experience in leading global investment banks and BIG 4 advisory firms. Upwisery currently features among the 'Top 10 Transaction Advisors' in the PE League Tables (basis number of deals) Q1-Q3 2022 by Venture Intelligence. The sector-agnostic firm has closed several marquee M&A and capital-raising transactions of more than INR 6000 Crores since its inception. Currently advising 36+ Family Offices, the firm is also recognized among the best-performing multi-client family offices in the country. Having worked at top global banking and wealth management institutions, the team at Upwisery brings in deep domain expertise across all the asset classes & the spectrum of family office services including trust formation, succession planning, family constitution, and corporate treasury management. The firm also plans to venture into the wealth tech space with disruptive technology and AI-driven wealth management platform catering to the aspirations of the fast-growing HNIs in India. Prashant Joshi, Co-founder, and Partner - Family Office Advisory said, "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 team of seasoned professionals from KPMG, PwC, and other global advisory firms, Upwisery ventured into the M&A Tax, Valuation & Regulatory Advisory Services in 2021. Since then, the firm has advised 50+ prominent global and Indian corporates on their M&A deal structuring and Valuation requirements. The firm has recently obtained a license from the IRDA to extend its service offerings into Corporate General Insurance broking to address the increasing needs of managing risks of its diversified client base. With 10 Partners, 40+ professionals, and offices present across Hyderabad, Mumbai, Bangalore and Coimbatore, the firm, under its new brand identity 'Upwisery', aims to strengthen its market positioning as a 'Trusted Advisor' for mid-market companies, Family Offices and UHNIs across India. Upwisery is a multi-disciplinary professional advisory and financial services firm, providing bespoke solutions in Investment banking, Private wealth, M&A, Tax & Regulatory, Corporate insurance, and Growth advisory to mid-market enterprises, family offices, and Ultra HNIs. Since 2014, Upwisery has closed several marquee M&A and capital-raising transactions of more than INR 6000 Crores. Based on the number of deals closed, Upwisery is recognised among the top 10 transaction advisors in the India League Tables. With 10 Partners, 40+ professionals, Upwisery has office presence across Hyderabad, Mumbai, Bangalore and Coimbatore. Media Contact: Roshni Rohira +91-97693 83310 roshni@eminencestrategy.com This story has been provided by PRNewswire. ANI will not be responsible in any way for the content of this article. (ANI/PRNewswire)

Related Keywords

Bangalore ,Karnataka ,India ,Mumbai ,Maharashtra ,Hyderabad ,Andhra Pradesh ,Prashant Joshi ,Roshni Rohira ,Anuj Kapoor ,Family Office Advisory ,Valuation Regulatory Advisory Services ,India League Tables ,Pe League Tables ,Stratcap Advisory ,Fintrust Advisors ,Private Wealth ,Corporate General Insurance ,Family Offices ,Office Advisory ,Regulatory Advisory Services ,Trusted Advisor ,India League ,Hyderabad Telangana India ,Ovember 9 Ani Prnewswire Stratcap Advisory ,Ecognized Among The Top Investment Banking Firms In India ,Nd Fintrust Advisors ,Ne Of The Fastest Growing Multi Client Family Office Advisory Firms ,Ave Announceda Merger To Create 39 Upwisery ,A Multi Disciplinary Professional Advisory And Financial Services Firm Speaking On This Occasion ,Founder ,Nd Partner Investment Banking At Upwisery ,Xplained ,Uot Upwisery Implies Achievement Through Wise Guidance We Have Thoughtfully Chosen To Combine Our Varied Expertise And Offerings Under The Single Brand 39 Deliver Better Results Clients While Being Relevant Agile In An Ever Changing Ecosystem Over Last Eight Plus Years ,E Have Evolved Intoa Holistic Service Provider Witha Founder First Mindset Rather Than Just Havinga Transactional Association With Our Clients We Will Continue Providing Bespoke Solutions To Mid Market Enterprises ,Nd Uhnis Across Investment Banking ,M Amp A ,Ax Amp Regulatory Advisory ,Nd Corporate General Insurance Quot The Firm Was Started In 2014 Bya Team Of Seasoned Professionals ,Ith 50 Years Of Combined Work Experience In Leading Global Investment Banks And Big 4 Advisory Firms Upwisery Currently Features Among The 39 Top 10 Transaction Advisors Pe League Tables Basis Number Deals Q1 Q3 2022 By Venture Intelligence Sector Agnostic Firm Has Closed Several Marqueem Ampa Capital Raising Transactions More Than Inr 6000 Crores Since Its Inception Advising 36 Family Offices ,He Firm Is Also Recognized Among The Best Performing Multi Client Family Offices In Country Having Worked At Top Global Banking And Wealth Management Institutions ,He Team At Upwisery Brings In Deep Domain Expertise Across All The Asset Classes Amp Spectrum Of Family Office Services Including Trust Formation ,Succession Planning ,Family Constitution ,Nd Corporate Treasury Management The Firm Also Plans To Venture Into Wealth Tech Space With Disruptive Technology And Ai Driven Platform Catering Aspirations Of Fast Growing Hnis In India Prashant Joshi ,Co Founder ,Nd Partner Family Office Advisory Said ,Uot With Enabling And Stable Policy Framework ,Igh Consumption Has Driven Gdp Growth And The Tightening Of Regulatory Framework ,He Quality Of Mid Market Companies And The Number Uhnis In India Have Grown Exponentially ,Nd We Expect This Number To Increase Multifold Despite The Global Slowdown Concerns ,E At Upwisery Are Bullish On The Sme Sector In India ,Nd Our 40 Best In Class Professionals Are Well Poised To Harness This Growth For Clientele As Value Proposition Indicates ,E Will Continue To Help Our Clients Navigate Uncertainties Through Valuable Insights ,Ccelerate Their Growth With Our Expert Advice And Elevate Them To Greater Heights Bespoke Solutions Quot Witha Team Of Seasoned Professionals From Kpmg ,Wc ,Nd Other Global Advisory Firms ,Pwisery Ventured Into Them Ampa Tax ,Aluation Amp Regulatory Advisory Services In 2021 Since Then ,He Firm Has Advised 50 Prominent Global And Indian Corporates On Theirm Ampa Deal Structuring Valuation Requirements The Recently Obtaineda License From Irda To Extend Its Service Offerings Into Corporate General Insurance Broking Address Increasing Needs Of Managing Risks Diversified Client Base With 10 Partners ,0 Professionals ,Nd Offices Present Across Hyderabad ,Angalore And Coimbatore ,The Firm ,Nder Its New Brand Identity 39 Upwisery ,Ims To Strengthen Its Market Positioning Asa 39 Trusted Advisor For Mid Companies ,Amily Offices And Uhnis Across India Upwisery Isa Multi Disciplinary Professional Advisory Financial Services Firm ,Roviding Bespoke Solutions In Investment Banking ,Ax Amp Regulatory ,Corporate Insurance ,Nd Growth Advisory To Mid Market Enterprises ,Nd Ultra Hnis Since 2014 ,Pwisery Has Closed Several Marqueem Ampa And Capital Raising Transactions Of More Than Inr 6000 Crores Based On The Number Deals ,Pwisery Is Recognised Among The Top 10 Transaction Advisors In India League Tables With Partners ,Pwisery Has Office Presence Across Hyderabad ,Angalore And Coimbatore Media Contact Roshni Rohira 91 97693 83310 Eminencestrategy Com This Story Has Been Provided By Prnewswire Ani Will Not Be Responsible In Any Way For The Content Of Article ,

© 2025 Vimarsana

comparemela.com © 2020. All Rights Reserved.