Upright Investment Advisory · Vadodara, Gujarat
When you come to Upright,
you've got it right
You're building your legacy. We help you protect and grow it with expert financial guidance tailored to your business needs.
Our philosophy
Simple, uncluttered, and no-nonsense investing
We strip away the complexity. Our mission is to be your reliable guide, focusing strictly on principles that drive long-term wealth creation without the noise. Your financial journey deserves clarity, not confusion.
AMFI registered
Adhering to the highest standards of ethics and professionalism in the industry.
Long-term growth
Strategies built for the marathon, not a sprint. We protect and grow your legacy.
Built on trust
Your financial journey deserves a foundation of absolute integrity. We serve your interests first.
What we do
Services
At Upright, we offer a range of financial services to help businesses grow and protect their wealth.
Managing business surplus
Expert guidance to find the right home for your business profits, focusing on long-term wealth creation through Liquid Funds, Arbitrage Funds, and Short-Term Debt instruments.
Tax-efficient investing
Strategic mutual fund and SIP allocations designed to maximize post-tax returns while utilizing Long Term Capital Gains benefits effectively.
Protecting your legacy
Comprehensive insurance solutions including Key-Man Insurance, MWP Act policies, and Term Life covers to ensure your business and family are protected.
Retirement planning
Building a retirement corpus that beats inflation, ensuring you maintain your lifestyle and independence long after you stop working.
Why Upright
We're built differently, just like you
Discover the principles that set us apart from the rest.
No-nonsense advice
You're busy building a business. We cut through the jargon to provide simple, direct strategies focused purely on your long-term wealth creation.
50+ years of experience
Our founders bring decades of real-world expertise, navigating market cycles and leading financial giants. We offer proven wisdom, not just theory.
Entrepreneurial empathy
Dr. Patel transitioned from medicine to renowned investor. We understand the founder's mindset of discipline, patience, and focus because we've lived it.
Leadership
The founding team
Decades of proven experience, integrity, and a shared vision for wealth creation.
Value investor & mentor
Dr. Hitesh K. Patel
With two decades of successful investing, Dr. Patel transitioned from medicine to become a renowned value investor. As someone who built his own path, he deeply understands the entrepreneur's mindset.
Disciplined philosophy
Influenced by Warren Buffett and Peter Lynch.
Patient and focused
Known for long-term, high-conviction investing.
Industry veteran & author
Kishore Gidwani
A seasoned professional with 30+ years of experience in the Indian mutual fund industry, including leadership roles at HDFC AMC and UTI. He brings deep institutional knowledge to every client.
Industry leader
Former Head of Sales & Marketing at HDFC AMC & UTI AMC.
Author and advisor
Trusted voice in financial planning and education.