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Tailored financial solutions for your success and peace of mind.
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Products & Offerings

Explore our diverse range of financial products and offerings tailored to meet your investment goals and risk preferences.
Mutual funds
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Insurance (General , Life, Health)
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Edu-fintech
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Demat account
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About us

Uppercircuit investment services is a registered AMFI distributor for Mutual funds and provides other financial products like Insurance, stock broking, SME, bonds & IPO’s. Our main aim is to decentralize the scope of financial sector with equitable inclusion of investors across the length & breadth of the country.

Why Us ?

With the combined experience of +40 years we have seen market cycles and have realized what leads people to earn lesser return than they actually could. We have a strong follow up mechanism to inform the clients regarding how & when they should allocate their capital & when to be aggressive or defensive. With world being clouded with social media & over information we believe in simplistic approach to cut noise & work towards achieving our client’s objective by personal interactions & defining risk profiles.

Our team

Vanesh Sharma

MBA in securities market from National institute of securities market (NISM, Mumbai)

Ex- buyside equity research analyst- (Pantomath group, Mumbai)

R.K Sharma

Experience of more than 40 years in stock market seen various market cycles & built up sizable portfolio from scratch
With personalized investment strategies and a client-centric approach, we strive to exceed your expectations and help you achieve your financial objectives.

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Decentralizing finance, empowering investors nationwide with diverse financial products.
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