WHEN YOU COME TO UPRIGHT,YOU'VE GOT IT RIGHT!
You're building your legacy. We help you protect and grow it with expert financial guidance tailored to your business needs.
Your Upright Financial Guide
Simple, uncluttered, and
no-nonsense investing
We strip away the complexity. Our mission is to be your reliable guide, focusing strictly on principles that drive long-term wealth creation without the noise.
AMFI Registered
ARN-184156
Adhering to the highest standards of ethics and professionalism.
Long-Term Growth
Strategies built for the marathon, not a sprint. We protect and grow your legacy.
Built on Trust
Your financial journey deserves a foundation of absolute integrity. We serve your interests first, always.
Why choose Upright?
We're built differently, just like you. Discover the principles that set us apart.
No-Nonsense Advice
You're busy building a business. We cut through the jargon to provide simple, direct strategies focused purely on your long-term wealth creation.
50+ Years of Experience
Our founders bring decades of real-world expertise, navigating market cycles and leading financial giants. We offer proven wisdom, not just theory.
Entrepreneurial Empathy
Dr. Patel transitioned from medicine to renowned investor. We understand the founder's mindset of discipline, patience, and focus because we've lived it.
The Founding Team
Decades of proven experience, integrity, and a shared vision for wealth creation.
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.
Disciplined Philosophy
Influenced by Warren Buffett and Peter Lynch.
Patient & Focused
Known for long-term, high-conviction 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. He brings deep institutional knowledge to every client.
Industry Leader
Former Head of Sales & Marketing at HDFC AMC & UTI AMC.
Author & Advisor
Trusted voice in financial planning and education.