Wealth is builtin layers.

A private wealth practice for India’s business families, professionals and NRIs. For over twenty-five years, we have advised on, managed and protected capital.

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₹1,000 Cr+ across our practice
3 PMS strategies
25+ years of practice
6 cities, one advisor for you

Our approach

Every family wants something different from its money, so every portfolio here is built around its own goals.

Research first

Every position is underwritten in-house by our own research desk before it enters a portfolio.

Personal to you

Your advisor knows you and your portfolio by name. Relationships here are measured in decades.

Disciplined by design

Our process keeps every decision steady through each market mood, which is how long-term wealth compounds.

Four businesses.
One plan.

Wealth Advisory

Mutual funds, PMS, AIF and bonds, each chosen for your goal.

Minimum
No formal minimum for MF advisory

Asset Management

UpperCrust’s own investment strategies — UCWF, UCGF and UCPF — as portfolio management services.

Minimum
₹1 crore

Insurance Broking

Protection reviewed alongside your portfolio, year after year.

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Equity Broking

Direct equity with our research desk behind every position.

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Schedule a discovery call

Client stories

Client story, business exit
We didn’t need someone to sell us a product. We needed someone to help us think about what this money was actually for.
A second-generation promoter family in Gujarat sold the business they built over three decades. UpperCrust turned the proceeds into one durable plan, with a single advisor across all of it.
Read four client stories

Leadership

The people who set the direction.

Where we are

Vadodara at heart.
Six cities in reach.

Meet us at our head office in Vadodara, or wherever you are — our advisors travel to you.

VadodaraHead office
Mumbai
Bangalore
Delhi
Kochi
Dubai

After you reach out

What happens next is quiet, and unhurried.

  1. i.

    Understand

    A discovery call to understand your goals, obligations and time horizon.

  2. ii.

    Design

    A plan drawn from whichever of our businesses fits, with full transparency on risk.

  3. iii.

    Onboard

    Documentation, KYC and deployment of capital, handled end to end.

  4. iv.

    Partner

    Regular reviews, research access, and one advisor accountable for your outcomes.