Naveen Kanth FRM® , EPAT® QuantInsti , CDMS , CFP — Director - Multi-Family Office & Private Wealth · Upwisery

Naveen Kanth FRM® , EPAT® QuantInsti , CDMS , CFP — Director - Multi-Family Office & Private Wealth · Upwisery · Hyderabad, Telangana, India.

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About

Senior management and Investment Professional Leading projects on genAI models for Relationship management , Advisory and Research

Experience

Director - Multi-Family Office & Private WealthCurrent
Upwisery · Hyderabad, Telangana, India
May 2025 – Present
Established in 2014, Upwisery is a multi-disciplinary professional advisory and financial services firm. Upwisery provides bespoke solutions in Investment Banking, Family Office & Private wealth, M&A Tax, Regulatory, & Valuation, and Corporate Insurance to mid-market enterprises, family offices, and Ultra HNIs. Upwisery implies achievement with wise guidance. With this purpose, we ensure you receive the best-in-class solutions by leveraging our diverse collective experience through our unique value proposition - NAVIGATE, ACCELERATE, ELEVATE.