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WHO WE ARE

A boutique wealth management firm that maintains personal relationships

WHAT WE DO

Help our clients make better  personal finance and investment decisions

HOW WE DO IT

Listen, understand and then create a customised solution

OUR INVESTMENT APPROACH

We follow some simple rules

  1. We do not try and control what we can't - for example, the stock market
  2. We try and control what we can - our behaviour
  3. We  don't mind missing out on the best returns, however we do wish to avoid horrible losses
  4. We  prefer simple products over complex ones
  5. We prefer productive assets over non-productive ones
  6. We like to understand the risks in an investment instrument before we look at potential returns
  7. We wish to understand the tax implications and maximise the post-tax returns.

ADDRESS:

A-904 Mandakini Apartments

Plot - 3C, Sec - 2, Dwarka

New Delhi - 110 075

Email: wealth@upmarketadvisory.com

OFFICE HOURS:

9:30AM - 5:30PM

BUSINESS HOURS:

Always open !

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