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info@scaleupfinancial.in

Ethics isn’t just one aspect of the game, it is the game

Team Scale Up

Scaleup Our Team 1

Scale Up Team is a dynamic group of young professionals who prioritize attitude and culture also along with intelligence and knowledge. At our financial company, we understand the importance of fostering strong relationships among our team members. We know that collaboration and trust are key to delivering outstanding results for our clients, and team bonding activities are a core part of achieving this. Whether it’s brainstorming strategies during a team meeting or enjoying team lunches, we believe that every interaction helps to strengthen our bond and enhance our collective performance. Our team bonding initiatives go beyond just work—they create a sense of belonging which ultimately leads to better teamwork and job satisfaction.

Scale Up Our Team 2

Our team often organizes outings outside the office to give everyone a chance to relax, have fun, and get to know one another outside of the daily work environment. These outings not only encourage relaxation but also give employees the opportunity to build relationships and improve communication, both of which are essential for helping each other to trade. When our team achieves a goal—whether it’s hitting a milestone or completing a successful project—we celebrate together. Recognition and celebration are vital to maintaining morale, and we ensure that every achievement is acknowledged. Our celebrations range from team lunches and happy hours to team-building retreats, where everyone can let loose and enjoy the rewards of their hard work. These moments are a reminder that we succeed as a team and that every contribution matters.

Scale Up Our Team 3

Team bonding isn’t just about having fun; it’s also about growing together. We organize learning and development activities that bring the team closer while improving our skills. These activities range from lunch-and-learns to external training sessions and industry conferences. By investing in our employees’ growth, we not only enhance our team’s collective knowledge but also foster a culture of continuous improvement and collaboration. We regularly incorporate team-building games into our workdays. These activities, whether in the form of problem-solving exercises or creative challenges, help to promote teamwork, communication, and collaboration. Through fun and engaging games, team members learn to work more effectively together, build trust, and develop a greater appreciation for one another’s strengths.

Scale Up Our Team 4

Team bonding isn’t just about having fun; it’s also about growing together. We organize learning and development activities that bring the team closer while improving our skills. These activities range from lunch-and-learns to external training sessions and industry conferences. By investing in our employees’ growth, we not only enhance our team’s collective knowledge but also foster a culture of continuous improvement and collaboration. We regularly incorporate team-building games into our workdays. These activities, whether in the form of problem-solving exercises or creative challenges, help to promote teamwork, communication, and collaboration. Through fun and engaging games, team members learn to work more effectively together, build trust, and develop a greater appreciation for one another’s strengths.

Our Mentors

Surendra Parikh

Surendra Parikh

Surendra Parikh, our mentor has built a successful coaching business over the last 35 years and has mentored us since the start of the organisation. His ethics and integrity go a long way in building the culture of the organisation.

Virat Choksi

Virat Choksi

CA. Virat N. Choksi completed his bachelor’s in commerce from Navsari and did his Chartered Accountancy in Mumbai. He did his bachelor’s in law from Mumbai University. He completed his Certified Financial Planning (CFP) course  
through FPSB. India along with certificate course on Wealth management & Financial Planning conducted by the institute of Chartered Accountant of India. 

He has over 20 years of experience spanning over varied functional areas including Accounts, Taxation, Auditing, Legal and Personal Finance. He has intense experience of over 13 years working as an AVP in a large diverse group having business interest in Gem and Jewellery sector. He was subsequently working as a virtual CFO for few small to mid sized companies in Gem and Jewellery Sector. 

Presently he is actively associated with Personal Finance area through advising to various UHNIs and HNI families for their investment requirements and personal finance planning and taxation. He is an ardent reader and has deep inclination towards academics overall. He deeply believes in furthering the financial well-being of all by propagation of financial literacy.