Our founder, the sole promoter and the heart of company Ms. Upasana Sethi is a smart and determined professional with a qualified Chartered Financial Analyst by CFA Institute, Virginia and an MBA in Finance. She has over 12 years experience of working with various private equity funds in the areas of fund raising, investment evaluation, asset management and corporate strategy. She is familiar with several sectors, displaying strong analytical and communication skills plus team leadership qualities. She has worked with PE Funds like Lumis Partners, Samhi Hotels, Brack Capital and Beekman Helix . She has managed Global Institutional investors in her funds that included Pramerica, Brack Capital, Equity International and IFC. With her expertise in corporate strategy and her proficiency in Financial Analysis has provided greater insights to our key customers and has helped in building greater business decisions for our clients. She displays team leadership qualities with effective analytical & communication skills. Ms. Upasana is driven by her sole fundamental of financial planning movement that asks, ‘Who is my client and what are their needs?’”
The Pitch Deck began to develop a new image with a valid methodology based on her morals and standards which have now become the foundation for our company. Ms. Upasana has become an independent Investment Advisor and built The Pitch Deck on trusted relationships with clients and their families. At Pitch Deck, we believe that we can provide better opportunities and build a greater financial portfolio for our customers.
She is driven by her sole fundamental vision: “To cater to the needs of her clients by first understanding the indepth background & challenges and then providing appropriate solutions for support”
The Pitch Deck began to develop a new image with a valid methodology based on her morals and standards which have now become the foundation for our company. Ms. Upasana has become an independent Investment Consultant & Advisor and built The Pitch Deck on her trusted and long term relationships with her clients.
Our Skills and Expertise
What makes a company or business successful? We are sure that positive and creative thinking is the key to success!