Megha Upadhyay boasts 20+ years of experience in financial services spanning across Wealth Management, PMS, Mutual funds and Insurance Industries, having spent 14+ years of work life with Global marquee franchises such as JP Morgan Asset Management India Private Limited and LGT Wealth India Pvt Ltd.

Her unwavering dedication to mitigating risks while delivering commendable returns under scores her commitment to excellence.

Megha’s approach to wealth management is characterised by a judicious balance of innovation and prudence, ensuring better risk-adjusted returns across client portfolios, thus ensuring capital safety at all times, even in challenging market conditions.
Her diverse mix of work experiences has helped her to gain crystallised insights and a profound understanding of market cycles with a greater track record of success.
She aims to be a driving force in the wealth management industry and continue to deliver value to client portfolios and relationships built on trust, transparency and performance.