We deliver researched investment solutions to individual investors to help them make wise and profitable financial decisions
Uppscalle provides a single platform for all your financial investment needs, so that you can easily invest in financial products and you can choose, transact, and monitor your investments without limitations. We are committed to providing our readers with the most accurate and actionable financial advice, as well as the best personal finance calculators and educational tools. Through our highly trained professionals & extensive network of channel partners, we offer comprehensive and customized financial services for individuals, corporates, HNIs and UHNIs according to their investment aspirations and risk appetites.
By empowering investors with research and quality services that are tailored to their individual needs, we aim to offer services for investors to help them achieve their financial dreams.
To educate people, NRIs into financial literacy by bringing them to one platform, we aim to bring about a unique mix of financial advice, options, making it a win-win situation for all the investors.
In all that we do, honesty, integrity, and ethics are central principles. In order to assist our customers in achieving their goals, we bring together innovation, knowledge, and experience.
Amit Shah, Co-Founder and Director of Uppscalle Investments Pvt Ltd, with 14 years of financial services experience. His experience includes work at various positions at CMIE, SBI, and Dena Bank. Currently, he manages 140+ crores of portfolios for various clients as an independent financial advisor for the last 3 years.
He holds an MBA in Finance and a PGDBM in Finance from Pune University. In addition, he has completed an MBA (Masters in Business Administration). His qualifications include Investment Planning Module, Retirement Planning Module, Tax & Estate Planning Module, and Insurance Planning Module from FPSB, India. As an AMFI Certified Mutual Funds Advisor, he understands how to invest and advises his clients on the best of the capacity. In addition to many NCFM certifications, he is also IRDA-certified. He also has a Derivative Market Module and a Capital Market Module certification.
Phaneendra Kumar Chinta is the backbone of Uppscalle taking care of operations and ensuring that we are compliant with rules and regulations. He brings with him the wide and rich 35+ years of experience in the retail finance business, Sales and retail finance covering diverse products of Motorcycles, 3Wheelers, Tractors and Agri Equipment. After working with the top-notch and highly reputed companies like Bajaj Auto, Bajaj Finance, Escorts Limited and Texmo Industries at senior positions, now Phaneendra Kumar Chinta is dedicating his time and energy to Uppscalle to help other fellow investors reach their goals.
In the Financial Services sector, Phaneendra Kumar Chinta has extensive industry connections and is respected for his domain knowledge and leadership abilities. He has been the driving force of many innovative business models and here also, we see him creating out of the box investment ideas for our esteemed clients.
CA AMIT DESAI Co-founder and Executive Amit Co-founded Uppscalle after successfully managing several large businesses in the Financial Services Industry. He brings with him professional experience, of more than 35 years, across retail and corporate banking. His expertise in global credit card banking has been critical in setting up the Uppscalle business intelligence platform. Innovative, creative and renowned for being first to market with new products and services, he has played a crucial role in setting up and leading key business processes, strategies, and systems at Uppscale. After working in 5 different countries in world-renowned institutions like HSBC, VISA, Mashreq Bank, Emirates NBD to name a few, he is committed to making Uppscalle the most customer-centric financial services organization in the world. Amit propelled At Masraf Al Rayan – Qatar to achieve an incremental revenue of USD 1 million. Amit's excellent project Management and client Management skills have brought him many “Firsts” in his career like he launched Visa Checkout Service (VCO) – first in Country, at Mashreq Bank, he launched the issuance of “Instant Debit & Credit Card”, negotiated multi-million-dollar deal with Visa International for Debit Card business to name just a few of his accolades. His vast and celebrated experience has bestowed him with great understanding of both Indian and international markets and products and thus he is the best one who can guide you related to your financial choices and decisions.
Mr Desai takes the time to learn about you and your financial goals and simplifies complicated financial information, making it even more enjoyable! Following a few meetings with him, our financial lives became more ordered and our road forward became crystal obvious. We’ve accomplished more than we anticipated because to her strategic analysis, financial planning fluency, and direction. I’ve already referred him to a few friends. Collaborating with the Uppscalle team is similar to having an expert, coach, and cheerleader all rolled into one.
In 2019, my wife and I met Amit. We knew how to earn money and how to spend it, but we were novices when it came to financial planning. Following our discussion with Amit, we implemented their recommendations, and here we are in 2022, incredibly satisfied with our choice. We find the entire Uppscalle crew to be friendly and easy to work with at all times. They are constantly accessible, friendly, and helpful, and they are quite easy to suggest.
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Uppscalle has this and more. Their dedication to clients, business excellence and education sets them apart and I would highly recommend them to anyone wanting to achieve better financial outcomes.
I’d like to convey my gratitude for the effort they’ve done on my behalf over the years. They have handled my financial issues with unmatched professionalism and attention to detail. The certainty I have in the total integrity of your dealings with us is particularly encouraging. Your constant counsel on financial planning matters has resulted in significant financial savings for us. May you and your clients flourish.
