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UpperCrust Wealth Conclave · 2026 Edition
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May I ask your name?
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Where can we reach you directly? - phone number
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Where shall correspondence find you? - Email
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When you decide where to invest your money, what matters most to you?
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Strong belief in the idea
Protecting my money from losses
Steady growth over the years
Access to opportunities others don't get
Being able to act quickly
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Where is most of your money invested today?
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Only stocks
Stocks and mutual funds (public markets)
Fixed income and bonds
Mostly gold and silver
Direct investing in start-ups
Real estate
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Roughly how much money do you manage or invest today?
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Under ₹1 Cr
₹1 Cr – ₹5 Cr
₹5 Cr – ₹25 Cr
₹25 Cr and above
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What would make this morning worth your time?
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New investment opportunities
Fresh ideas and perspectives
The people I will meet in the room
A specific introduction (someone I'd like to meet)
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Who referred you?
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UpperCrust Wealth employee
Your friend
None
By who? - Name
How did you find us?
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Instagram
Facebook
LinkedIn
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UpperCrust
WEALTH CONCLAVE ’26
Curated for those who appreciate the finer things in life.
SAVE THE DATE
10 . 10 . 2026
9:30 AM TO 1:30 PM
WAVES CLUB · VADODARA
BY INVITATION ONLY
ENTER THE TOP 1%
→
Await your confirmation — our team will reach out to you.
UpperCrust
WEALTH CONCLAVE ’26
Curated for those who appreciate the finer things in life.
SAVE THE DATE
10 . 10 . 2026
9:30 AM TO 1:30 PM
WAVES CLUB · VADODARA
BY INVITATION ONLY
ENTER THE TOP 1%
→
Await your confirmation — our team will reach out to you.