Uplift Financial Consultancy Services
Uplift Financial Consultancy Services is a Roorkee, India-based loan facilitation and financial advisory firm that helps SMB manufacturers, traders, and service providers secure working capital, term loans, and MSME funding, and distributes HDFC Bank credit cards across Uttarakhand.
- Company typePrivate
- Founded2023
- HeadquartersRoorkee, India
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Uplift Financial Consultancy Services does
Uplift Financial Consultancy Services Pvt Ltd is a privately held financial advisory and loan facilitation firm headquartered in Roorkee, Uttarakhand, India. The company operates as an intermediary that helps clients access credit products offered by partner banks and financial institutions, earning commissions on successful loan closures. Its service catalog spans working capital (secured and unsecured, up to INR 5 Cr), machinery term loans (up to INR 15 Cr unsecured), MSME loans, project funding, business expansion loans, bill discounting (up to INR 10 Cr without collateral), construction equipment loans, and unsecured business loans (up to INR 0.50 Cr). It also distributes individual banking products (personal loans, housing loans, credit cards) through a channel partnership with HDFC Bank, and offers insurance and vehicle loan facilitation.
The firm is led by founder and CEO Arun Choudhary, an Ex-Banker, supported by a four-person core team that includes a Senior Investment Analyst, a Retirement Planning Specialist, and a Priority Sector Lending Expert. Target clients are primarily SMBs in the Manufacturers, Traders, and Service Providers segments, with a secondary focus on individuals and families for retirement and personal financial planning. Operations are field-sales-led, with dedicated sales executives conducting door-to-door outreach, cold calling, and relationship-based lead generation across Roorkee, Haridwar, Dehradun, and Saharanpur, supplemented by a website presence and direct phone/WhatsApp channels.
There is no disclosed proprietary technology platform, API, or AI/ML capability; the firm relies on its human advisory layer, banking relationships, and local market knowledge as its core assets. The company reports a cumulative client base of more than 8,700 and continues to recruit field sales staff for HDFC Bank credit card distribution, indicating active growth in its partnership and geographic coverage. Revenue is entirely transaction-fee based with no subscription or recurring disclosed components.
Uplift Financial Consultancy Services firmographics
Firmographics- Name
- Uplift Financial Consultancy Services
- Legal name
- Uplift Financial Consultancy Services Pvt Ltd
- Website
- https://finuplift.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Uplift Financial Consultancy Services is a Roorkee, India-based loan facilitation and financial advisory firm that helps SMB manufacturers, traders, and service providers secure working capital, term loans, and MSME funding, and distributes HDFC Bank credit cards across Uttarakhand.
- Ownership category
- akta.pro rank
Uplift Financial Consultancy Services industry classification
Industry- Product category
- Loan Facilitation and Financial Consultancy Services
- NAICS
- Mortgage and Nonmortgage Loan Brokers (52231), Other Management Consulting Services (541618)
- SIC
- Loan Brokers (6163), Investment Advice (6282)
- akta.pro primary industry
- Equipment & Asset Finance Brokerage (FSAEAEAJ)
- akta.pro secondary industry
- Financial Management & Performance Improvement Consulting (BPAHACAF)
Keywords
Where Uplift Financial Consultancy Services is headquartered
LocationHeadquarters
- HQ city
- Roorkee
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
Uplift Financial Consultancy Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Loan Facilitation Services: The company earns commissions and fees by facilitating loans for clients including working capital, machinery loans, MSME loans, project funding, and business expansion loans. Revenue is generated through successful loan closures.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Customized loan solutions based on client profile and requirements |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Uplift Financial Consultancy Services product offering
Product offeringCore offering
Uplift Financial Consultancy Services is a financial consultancy that facilitates loans and funding for businesses. It arranges working capital, project funding, machinery term loans, MSME loans, business expansion loans, vehicle loans, construction equipment loans, bill discounting, and unsecured business loans, alongside insurance and banking services. The firm acts as an intermediary between borrowers and lenders/banks rather than lending its own capital.
Product overview
Uplift Financial Consultancy Services is a financial consultancy firm offering a comprehensive suite of lending and insurance products. The portfolio includes eleven core financial services: Working Capital (Secured & Unsecured up to INR 5.0 Cr), Project Funding, Business Expansion, Machinery Term Loan (up to INR 15.0 Cr unsecured), MSME Loan, General Purpose Term Loan, Insurance (Stock, Fire, Employees Group), Banking Services (Personal Loan, Housing Loan, Credit Cards via HDFC Bank), Vehicle Loan (Car, TW, Commercial Vehicle), Construction Equipment Loan, Bill Discounting (up to INR 10 Cr without collateral), and Unsecured Business Loan (up to INR 0.50 Cr). The services target Manufacturers, Traders, and Service Providers businesses, providing tailored financial solutions from loan application through approval.
Differentiator
Problem solved
Functional benefit
Products and services
- Working Capital Loan
Quantifiable outcome
- Trusted by more than 8,700 clients
Companies that use Uplift Financial Consultancy Services
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles1 record
Uplift Financial Consultancy Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Uplift Financial Consultancy Services partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- HDFC BankcoreUplift Financial has a partnership with HDFC Bank for distributing credit card products. The company recruits Field Sales Executives and Business Development Executives specifically for HDFC Bank credit card sales. This partnership allows Uplift to leverage HDFC Bank's brand and product portfolio for customer acquisition.
Scale indicators1 record
Recent moves4 records
Expansion highlights4 records
Uplift Financial Consultancy Services competitors and assessment
Company assessmentBroad incumbents
- IIFL Finance: Diversified Indian financial services firm providing business loans, gold loans, home loans, and capital-market advisory. Overlaps with Uplift's SMB and personal-loan facilitation focus.
- Tata Capital: Large Indian NBFC offering business loans, working capital, machinery financing, and personal loans to SMEs and individuals. Overlaps broadly with Uplift's product portfolio but at significantly larger scale.
- Bajaj Finserv: Major Indian financial services group offering business and personal loans, EMI cards, insurance, and investment products. Competes with Uplift across the same SMB and individual customer segments.
- HDFC Bank: India's largest private-sector bank and Uplift's named channel partner for credit cards and loan products. Comparable because HDFC originates many of the underlying loans Uplift facilitates.
- Cholamandalam Investment and Finance: Indian NBFC focused on vehicle finance, SME loans, and home equity loans. Directly comparable to Uplift's vehicle loan, machinery, and business-expansion loan categories.
Direct peers
- FlexiLoans: Digital loan broker/lender for small businesses in India offering working capital, machinery loans, and MSME financing via partner NBFCs. Direct overlap with Uplift's working-capital, machinery-term-loan, and MSME-loan products.
- Indifi Technologies: Indian SMB-focused online lending platform that originates and distributes working capital, machinery, and business expansion loans to SMEs. Comparable to Uplift's SMB product mix but with proprietary underwriting and a tech-led stack.
- Paisabazaar: India's largest online marketplace for loan and credit-card products, acting as an intermediary between borrowers and banks/NBFCs. Directly comparable to Uplift's loan-facilitation model but operating at massive digital scale rather than field sales.
Emerging players
- Protium Finance: India-based NBFC providing secured and unsecured business loans to SMEs, including working-capital and expansion financing. Comparable product set to Uplift's SMB loan facilitation.
Regional players
- LoanInNeed: India-focused loan advisory and DSA network channelizing retail, MSME, and business loans via partner banks. Comparable to Uplift's intermediary/brokerage model with similar relationship-driven GTM.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Uplift Financial Consultancy Services social profiles
Digital presenceUplift Financial Consultancy Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Uplift Financial Consultancy Services leadership team
Management profileNumber of profiles
Profiles4 records
Uplift Financial Consultancy Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Uplift Financial Consultancy Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Uplift Financial Consultancy Services
What does Uplift Financial Consultancy Services do?
Uplift Financial Consultancy Services is a financial consultancy that facilitates loans and funding for businesses. It arranges working capital, project funding, machinery term loans, MSME loans, business expansion loans, vehicle loans, construction equipment loans, bill discounting, and unsecured business loans, alongside insurance and banking services. The firm acts as an intermediary between borrowers and lenders/banks rather than lending its own capital.
Is Uplift Financial Consultancy Services a public or private company?
Uplift Financial Consultancy Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Uplift Financial Consultancy Services founded?
Uplift Financial Consultancy Services was founded in 2023. It employs 1 to 10 people.
Where is Uplift Financial Consultancy Services based?
Uplift Financial Consultancy Services is headquartered in Roorkee, India, in the Asia region.
How does Uplift Financial Consultancy Services make money?
One revenue line is on record: loan Facilitation Services.
Who are Uplift Financial Consultancy Services's main competitors?
Broad incumbents on record are IIFL Finance, Tata Capital, Bajaj Finserv, HDFC Bank and Cholamandalam Investment and Finance. Direct peers are FlexiLoans, Indifi Technologies and Paisabazaar. Protium Finance is listed as an emerging player. LoanInNeed is listed as a regional player.
Does Uplift Financial Consultancy Services have an API?
No public API is recorded for Uplift Financial Consultancy Services.
What industry is Uplift Financial Consultancy Services in?
Uplift Financial Consultancy Services's product category is Loan Facilitation and Financial Consultancy Services. Its primary akta.pro industry code is FSAEAEAJ, Equipment & Asset Finance Brokerage, with a secondary code of BPAHACAF, Financial Management & Performance Improvement Consulting. Its NAICS code is 52231 and its SIC code is 6163.