Girish Lathkar
Co-Founder & Partner - Private Wealth
- Role
- Co-founder and Partner at Upwisery
- Location
- Hyderabad, TG, IN
- LinkedIn followers
- 500 followers
About Girish Lathkar
Seasoned Wealth management professional with a proven track record in the financial…
Experience
Co-founder and Partner
Nov 2022 — Present · Hyderabad, IN
Upwisery is a multi-disciplinary professional advisory and financial services firm. Upwisery provides bespoke solutions in Investment Banking, Private Wealth, M&A Tax & Regulatory and Growth Advisory 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.
Education
IBS Hyderabad
MBA
2002 — 2004
ICFAI
MBA, Marketing
2002 — 2004
Skills
- Banking
- Mutual Funds
- Team Management
- Portfolio Management
- Cross Selling
- Financial Services
- Financial Planning
- Branch Banking
- Bancassurance
- Strategic Financial Planning
- Investments
- Wealth Management
- Strategy
- Investment Advisory
- Financial Markets
- Wealth Management Services
- Retail Banking
- Relationship Management
- Management
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