UpMarket Financial Advisory Services was founded by Rajiv Satija in February, 2006.

Early in his life, Rajiv was introduced to the world of financial markets and that made him start working part-time with a broking firm while still in college. Post completion of his studies, Rajiv joined HSBC, India and after having completed almost 8 years of service with the bank in various capacities he decided to set out on his own.  The driving force behind setting up the firm was simple; there was just an enormous gap between what was being promised to clients and what was being delivered. While large organisations that attract a certain set of customers because of their size and reach aspire to achieve something on paper, in practice the increasing pressures to generate immediate revenue takes over which in turn leads to less than fully competent resources,  circumvention of guidelines and norms and many other unethical activities. As a result, lot of unsuspecting clients lose a lot of money for no fault of theirs. In short there was and is a large market for genuine people who have the right knowledge and the skill to manage their clients' funds in fiduciary capacity.

Academically, Rajiv is a postgraduate in Finance from University of Lucknow. He has the following professional certifications in the field of banking, investments & insurance:

     - CFP^CM - Certified Financial Planner^CM from FPSB, India
     - Certified Associate of Indian Institute of Banking & Finance (CAIIB)
     - Associateship of Insurance Institute of India (AIII)
     - Various other certifications from AMFI, NSE and FIMMDA

At UpMarket we understand that your needs change with changing circumstances, that is why we will continuously monitor your investments on an ongoing basis and keep in touch regularly with you about their performance, which allows for fine-tuning of your financial strategy to your changing requirements. We also keep you informed about emerging trends as well as new-age products so as to take advantage of them at the right time.

As of 31Dec09, UpMarket provides the above services to more than 100 clients.