Udta Paisa is an independent investment advisory and wealth management firm which aims at delivering high performance along with the clients projected satisfaction. The firm aims at optimizing the capital structure of each client to meet their specific needs and objectives. At Udta Paisa, we do not sell or promote any insurance or investment product, but we deliver research-driven strategies that are tailored to meet the unique goals of every client by depending on segment-skilled managers. It’s an approach that brings together the best of investment management and best of financial planning that has worked for the families, foundations, trusts, and other institutions for many years.
Udta Paisa seeks to achieve the best possible balance of valuation, terms and conditions for our client’s needs and circumstances through a competitive process and sensitivity to our client’s strategic needs and culture. We count on our long-term relationships with a substantial number of equity and debt capital investment groups in order to create the magnified access to required financing and capital structure for our clients. This long-term relationships and the credibility within the financial community provide us with the capability to offer a broad range of creative, uniquely suited capital solutions and structure to meet the short and long-term financial needs of each client.