Mrs. Upasana Sethi

Achiever's Success Story

Mrs. Upasana Sethi, CFA, Founder, The Pitch Deck

Imbibing the following quote by her mentor in her life, “Effort and hard work construct the bridge that connects your dream to reality”Daisaku Ikeda. Mrs Upasana Sethi has worked hard as a financial professional and consultant to deliver quality services to her clients.

Mrs. Upasana Sethi is a qualified Chartered Financial Analyst from CFA Institute, USA and also holds an MBA in Finance. She has over 13 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.

After her daughter’s birth, she was very keen to get back to work but did not want to comprise on the quality time with her daughter so she started working as an independent consultant and later on created her brand “The Pitch Deck” (

For the past couple of years, she has been consulting PE/VC Funds, investment banks and startups both in India and abroad. Her core area of consultancy has been incorporate strategy, fund raising strategy, structuring, investor relationship, ESG Framework, legal documentation, research etc. She has been creating a strong backend support for the companies so that they can confidently go on a road show and raise money from the investors.

She is driven by her sole fundamental vision: “To cater to the needs of her clients by first understanding their in depth background & challenges and then providing appropriate solutions for support”

Her brand The Pitch Deck has developed a new image with a valid methodology based on her morals and standards which have now become its foundation.

With her robust experience Mrs Sethi believes that she can provide complete backend support to her clients in order to ease their decision making process so that they can focus on resolving critical issues pertaining to their business. Based on her work and strong principles she has developed long term relationships with her clients based on trust.

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Bank Name: Kotak Mahindra Bank
Branch: Mayur Vihar-I, Delhi -110091

IFSC CODE :  KKBK0000203
MICR No.: 110485046


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