We are a team of professionals with expertise in financial services, dedicated to helping clients achieve their financial goals. As certified Mutual Fund and Insurance Distributors recognized by AMFI and IRDAI, we offer a range of financial products and services.
Our knowledgeable team uses their understanding of insurance, mutual fund investments, and taxation to suggest suitable options for clients' long-term and short-term goals.
Our mission is to simplify personal finance for our clients and secure their future.
Our knowledgeable team uses their understanding of insurance, mutual fund investments, and taxation to suggest suitable options for clients' long-term and short-term goals.
Our mission is to simplify personal finance for our clients and secure their future.
Create sustainable wealth for clients to fulfill all future goals at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial plan which helps clients to fulfill their Financial Targets.
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting form mutaul funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Leaders
The Management Team
Mr. Sachin S Deshpande Founder
Sachin Deshpande, with over 24 years of experience in customer service, sales, and finance, offers his expertise to help you choose the best investment products. As the founder of Capital Up for the past nine years, Sachin is QPFP certificated in personal finance. His expertise lies in managing portfolios for individuals and families, considering their future needs, time horizons, and risk appetite. Before founding Capital Up, Sachin worked with the Maersk group, managing global commercial projects and budgets. He holds an MBA in International Business, a PG Diploma in Financial Management, and a bachelor's in science. Additionally, he is an AMFI Certified MFD and an IRDAI Certified Insurance broker. Trust his guidance to lead you to financial freedom.
Priti S Deshpande Co-Founder
Priti Deshpande has over 18+ years of experience in various corporates and has been actively representing India across various international forums. Her articles are published in leading local dailies and has been spearing marketing in Capital Up.
Prior to co-founding Capital Up, Priti was part of the Project team at Maersk group, supporting the global tariff launch project. She has extensive experience in business planning and operations with Lionbridge, Cognizant and ICICI Bank.
She is master’s in commerce from Mumbai University and certified IRDAI with associations with TATA AIA and Star Health. She is also venturing into startup pertaining to sustainability and women empowerment.
Nilakshi Dhuri Head – Insurance
Nilakshi Dhuri brings 15 years of experience in handling clients' mutual fund portfolios and has a proven track record in managing complex insurance claims. Her expertise spans across health, general, and life insurance, ensuring that clients receive the most suitable and beneficial solutions. With her dedication and comprehensive knowledge, Nilakshi is committed to providing exceptional service and tailored advice to meet each client's unique needs.
Kirti Ganekar Back Office – Operations
Kirti Ganekar has over 6 years of experience managing back-office systems and processes. She plays a vital role in handling communication with various financial institutions, including mutual fund companies (AMCs), insurance companies, entities dealing with bonds and equities. As the backbone of our operations, Kirti ensures that data is managed effectively and securely. Her responsibilities include maintaining accurate client records, processing transactions, reconciling accounts, and ensuring compliance with regulatory requirements. With her meticulous attention to detail and dedication, Kirti supports the smooth functioning of Capital Up.