A Few Words
About Us
Exceptional Service
Practical Financial Advice You Can Count on
While most financial advisers today are trying to provide the best in class advice to their clients, we aim to go a step higher.
We not only provide expert financial advice to our clients, but aim to make them more knowledgeable and independent, so they become their own financial planners, or become aware of their finances at the least.
Mission Statement
To provide Consulting and Training Services that are beyond Excellent.
Excellent service is not a one man’s job and we understand this very well. We at Uptrend rely on the a handpicked team of financial experts who hunt for the best investment scripts for you to invest and also design our training programs to make you a financial planner yourself.
12
Financial
Consultants
Serving the top finance firms in India, guiding us with their fine insights to help you plan better.
21
Professional
Trainers
Experts in their fields, providing the best in class training to make you an expert financial planner.
40
Research
Analysts
Digging out a ton on financial dirt to find the golden investment opportunities for you.
1
Single
Objective
To help you achieve your financial goals, making you financially independent by training.
Free Consulting
Request A Meeting
We provide free consultation and assessments of your finances and help you plan them better. We urge you to meet us for a cup of coffee and discuss your financial requirements.