Stop Guessing.
Start Growing.
You're building your legacy. We help you protect and grow it.
"When you come to Upright, you've got it Right!"
Your Upright Financial Guide
Our vision is to be a reliable and upright financial guide for our valued investors. We are committed to providing simple, uncluttered, and no-nonsense investing principles focused on long-term wealth creation.
As an AMFI Registered Distributor (ARN-184156), we adhere to the highest standards of ethics and professionalism, ensuring your financial journey is built on a foundation of trust.
Trust & Growth
Founder-Focused Solutions
Focused advisory services to help you grow and protect your hard-won wealth.
Managing Business Surplus
Expert guidance on Mutual Funds, SIPs, and lump-sum investments. We find the right home for your business profits and personal savings, focusing on long-term, tax-efficient wealth creation.
Protecting Your Legacy
Protecting what you've built is critical. We offer comprehensive General Insurance solutions, including Key-Man policies, asset protection, and personal health, to secure your future against the unforeseen.
Why Choose Upright?
We're built differently, just like you.
No-Nonsense Advice
You're busy building a business. You don't have time for jargon or complexity. We provide simple, uncluttered, and direct financial strategies focused on one thing: long-term wealth creation.
50+ Years of Experience
Our founders bring over five decades of combined, real-world experience. We've navigated multiple market cycles and led financial giants. We offer proven expertise, not just theory.
Entrepreneurial Empathy
Dr. Patel successfully transitioned from a medical career to a renowned investor. He's built his own path, just like you. We understand the founder's mindset of discipline, patience, and focus.
The Founding Team
Decades of proven experience and integrity.
Dr. Hitesh K. Patel
Value Investor & Mentor
With two decades of successful investing, Dr. Patel transitioned from medicine to become a renowned value investor. As someone who built his own path, he deeply understands the entrepreneur's mindset.
- Influenced by Warren Buffett and Peter Lynch
- Known for disciplined, patient, and focused investing
Kishore Gidwani
Mutual Fund Industry Veteran & Author
A seasoned professional with 30+ years of experience in the Indian mutual fund industry, including leadership roles at HDFC AMC and UTI.
- Former Head of Sales & Marketing at HDFC AMC & UTI AMC
- Author & Trusted Advisor in Financial Planning