Your trusted partner for 100% goal-based wealth planning & lasting financial success.
Founded in 2021 in Ahmedabad, Uppscalle Investments Private Limited (AMFI Registered Mutual Fund Distributor, ARN-247070) provides a single, comprehensive platform for all your financial and investment needs. We ensure you can seamlessly choose, transact, and monitor your investments without limitations.
Through our highly qualified leadership team and extensive institutional channel partnerships, we offer customized financial advisory for retail individuals, corporate clients, HNIs, UHNIs, and NRIs according to their life aspirations and risk appetites.
Assets Under Management
(AUM) & Total AUA Managing
Happy Clients & 200+ Families
Actively Advised
Combined Industry Experience
Across Banking & Markets
Client Retention Ratio
Built on Continuous Performance
Our vision is to become India’s most trusted and customer-centric financial services firm. By empowering investors with rigorous research, personalized strategies, and quality execution, we help every client turn their financial aspirations into reality.
From inception to managing over ₹400+ Crores in assets, our commitment to transparent and goal-driven wealth creation has powered consistent growth.
Established in Ahmedabad with a core mission to deliver transparent, goal-based wealth management solutions to retail and NRI clients.
Achieved the major milestone of ₹100 Crores in Assets Under Management, driven by disciplined asset allocation and expanding client referrals.
Scaled past ₹200 Crores in AUM with rapid expansion into family wealth advisory, comprehensive insurance solutions, and structured retirement planning.
Crossed ₹300 Crores in AUM, launched integrated digital mobile apps for Android and iOS, and established our dedicated NRI advisory network.
Surpassed ₹400+ Crores in AUM serving over 500+ satisfied clients and 200+ families with a 90%+ client retention ratio and expanding institutional empanelments across India and global NRI corridors.
Our founders combine over 100+ years of collective experience across premier banking institutions, global fintech, and corporate finance.
17+ Years Industry Experience
Amit brings over 17+ years of deep financial services expertise across premier institutions including Centre for Monitoring Indian Economy (CMIE), State Bank of India (SBI), and Dena Bank. Prior to co-founding Uppscalle Investments, he independently managed over ₹140+ Crores of client portfolios with a disciplined, research-driven asset allocation approach.
40+ Years Industry Experience
Phaneendra Kumar is the operational backbone and strategic compliance leader of Uppscalle. He possesses over four decades of corporate leadership across giant industrial and financial enterprises including Bajaj Auto, Bajaj Finance, Escorts Ltd, and Texmo Industries, ensuring institutional operational excellence and robust regulatory compliance.
40+ Years Global Banking Experience
Amit is a distinguished Chartered Accountant with over 40 years of international corporate and banking experience spanning 5 countries. He has held senior executive leadership roles at top global and Middle Eastern institutions including HSBC, VISA, Mashreq Bank, Emirates NBD, and Masraf Al Rayan (Qatar), pioneering credit card and business intelligence platforms.
Uppscalle Investments Private Limited is an AMFI Registered Mutual Fund Distributor with ARN-247070, incorporated in 2021 and headquartered in Ahmedabad. We operate under strict compliance with AMFI, SEBI, and IRDAI regulations, distributing mutual fund products, wealth management solutions, and insurance options.
Unlike ad-hoc product selling, our goal-based approach maps every investment rupee directly to your specific life milestones—such as retirement, children's higher education, wealth creation, or buying a home. We assess your risk tolerance, calculate required cashflows, and periodically rebalance your portfolio to ensure your goals remain on track.
Yes! We have extensive experience managing wealth for Non-Resident Indians (NRIs) across the Gulf (UAE, Qatar, Bahrain), Europe, and North America. We assist with paperless NRE/NRO KYC onboarding, taxation guidance, currency repatriation norms, and curated Indian market portfolios.
Clients get access to our dedicated mobile applications available on both Android (Google Play Store) and iOS (Apple App Store), as well as our 24/7 web portal. You can view real-time portfolio valuations, capital gains reports, SIP performance, and execute seamless switch/redemption transactions anytime.
Uppscalle operates on a fully transparent trail-commission model paid directly by Asset Management Companies (AMCs) as per SEBI regulations. We do not charge upfront advisory fees for regular mutual fund distribution. Our complete category-wise commission disclosures are publicly published on our Commission Disclosure page.
