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About Us

Sheetal Upadhyay

Welcome's You

As a trusted advisor to customers , my aim is to provide financial solutions to help clients create , preserve and grow wealth with good governance. Since each person’s financial needs , goals and risk tolerance are very unique we believe in the concept of ‘Different strokes for different folks’.

Every portfolio is personalised , unique and designed to take care of client’s financial goals . As a trusted advisor I also help my clients to navigate through any complex issues related to their investment decision.

I provide impartial , unbiased and independent advice as I believe in ‘Managing clients Trust first and money Second ! ’ and have Over 14 years’ of progressive work experience across banking and financial services, Private wealth portfolio management .

I am proficient in designing customized wealth portfolios for clients and implement competitive tax efficient strategies for client’s wealth growth.

Highly skilled at building and maintaining business relationships with HNW, affluent & Institutional Clients with the distinction of providing a wide range of financial products & services like Mutual funds , Insurance , Alternate investment strategies, Family office proposition & Loans .

Expertise in providing advisory services & Wealth Management options thereby enhancing returns on investments for clients. Analytical & strong inter-personal skills with effective communication and relationship management abilities.