ABOUT US

ABOUT US

Wealth built on clarity and discipline

Upright Wealth is a new age, focused wealth management platform that aims to provide clients with unbiased investment solutions in a transparent and cost-efficient manner.

Meet our Founders

At Upright Wealth, our journey is guided by leaders with deep financial insight, client-centric values, and a passion for empowering long-term financial success. Founded by Ajay Dharaviya and Krutik Patel, our leadership blends strategic wealth planning, investment expertise, and a commitment to trust-based client relationships. Together, they build tailored financial solutions that help individuals and families confidently pursue their goals.

At Upright Wealth, our journey is guided by leaders with deep financial insight, client-centric values, and a passion for empowering long-term financial success. Founded by Ajay Dharaviya and Krutik Patel, our leadership blends strategic wealth planning, investment expertise, and a commitment to trust-based client relationships. Together, they build tailored financial solutions that help individuals and families confidently pursue their goals.

At Upright Wealth, our journey is guided by leaders with deep financial insight, client-centric values, and a passion for empowering long-term financial success. Founded by Ajay Dharaviya and Krutik Patel, our leadership blends strategic wealth planning, investment expertise, and a commitment to trust-based client relationships. Together, they build tailored financial solutions that help individuals and families confidently pursue their goals.

PRODUCT

PRODUCT

Product Offering

End-to-end guidance designed to simplify complexity

Equity

Equity Advisory

Maximize your growth potential with strategic equity investments tailored to your financial goals.

Mutual Fund

Diversify and grow your investments with our carefully selected mutual fund options tailored to your goals.

PMF/AIF

Unlock tailored investment strategies with Professional Management Services and Alternative Investment Funds for optimal returns.

Private Equity/Debt

Explore exclusive investment opportunities with our tailored private equity and debt solutions for high returns.

Unlisted Shares

Unlock exclusive investment opportunities with our selection of high-potential unlisted shares.

Small Case

Empower your investments with expertly curated SmallCase portfolios tailored for growth.

Fixed Income

Fixed Deposits

Secure your savings with guaranteed returns through our high-interest fixed deposit plans.

Bonds

Enhance your portfolio with stable and reliable investments through bonds and Non-Convertible Debentures (NCDs).

National Pension Scheme

Secure your retirement with our National Pension Scheme solutions for a stable and reliable future.

Sovereign Gold Bond

Secure your investment with government-backed gold bonds offering reliable and stable returns.

P2P Lending/LiquiLoans

Engage in cutting-edge P2P lending and LiquiLoans for attractive returns and diversified investment options.

NCD

Find the perfect loan solution with our diverse range of products designed to meet your unique financial needs.

Insurance

Life Insurance

Protect what matters most secure your family’s future with comprehensive coverage and peace of mind for life’s uncertainties.

Health Insurance

Safeguard your assets and everyday life protect your property, health, and business with reliable coverage designed to keep you secure in any situation.

General Insurance

Secure your loved ones' future affordable and reliable coverage that ensures financial protection for your family in case of the unexpected.

Loans

Loan Against Securities

Empower your finances by unlocking quick funds through your investments—without disturbing your portfolio.

Secured Loans

Strengthen your financial plans use your assets as collateral to secure fast, affordable funding while keeping your future goals in focus.

Unsecured Loans

Get the financial support you need no collateral required. Enjoy fast approvals, flexible options, and peace of mind as you pursue your goals.

Global Investing

Global Investing

Expand your horizons with global investing strategies designed to diversify and grow your portfolio internationally.