Monthly Newsletter
MAY 2026 UPDATE
Partnerships, learning, and celebrating milestones at Scale Up.
Foreword By The Founder
Namaste,
May was a month of partnerships, learning, and celebrating milestones at Scale Up.
As we continue to grow, we remain committed to strengthening our foundations, empowering our teams through financial education, and fostering a culture of continuous improvement.
Here's a look at the highlights from the month.
Warm regards,
Saumil Surendra Parikh
Founder, Scale Up
Key Highlights
Forging Strong Partnerships
We are delighted to welcome Mr. Virat Choksi to the Board of Advisors of Sattvic Wealth. A highly respected and senior Chartered Accountant, Mr. Choksi brings decades of experience in finance, taxation, and corporate advisory. His guidance and strategic insights will play a valuable role in strengthening our governance framework and supporting our mission of creating long-term value for clients and stakeholders.
Financial Wellness & Self-Discovery Workshop with YesLife
This month, we conducted an interactive Financial Wellness & Self-Discovery Workshop in collaboration with YesLife. The session encouraged participants to reflect on their relationship with money, understand the impact of inflation on future goals, and explore the financial responsibilities that evolve across different life stages.
Through practical discussions and real-life case studies, participants learned the importance of building strong financial foundations through health insurance, emergency funds, and the principle of paying yourself first. The key takeaway was simple yet powerful: small financial decisions made today can create lasting financial freedom, security, and peace of mind tomorrow.
POSH Compliance Training
As part of our commitment to maintaining a safe, respectful, and inclusive workplace, the team participated in a POSH (Prevention of Sexual Harassment) Compliance Training session. The training reinforced awareness, responsibility, and best practices for fostering a professional and supportive work environment.
Celebrating a Successful Quarter
We are proud to have achieved our quarterly profit targets and marked the occasion with a team celebration.
To commemorate this milestone, the team enjoyed a fun-filled evening together, celebrating the achievement over great food and even better company.
It was a wonderful opportunity to recognize the collective efforts, dedication, and discipline that contributed to this success.
May Birthday Celebrations
We celebrated the birthdays of our team members with cake cutting, laughter, and good company. These moments of togetherness continue to strengthen the bonds that make Scale Up more than just a workplace.
Quote of the Month
#QuoteOfTheMonth
"In is the only way out."
That's all for May!
Keep Scaling Up!
If you wish to get in touch, please feel free to connect at +91 9967289968 or email at info@scaleupfinancial.in.
Jai Hind.