Team Scale Up
At Scaleup Financial, we are a team united by a shared passion for precision, performance, and progress in financial trading. With deep expertise across global markets, quantitative analysis, and risk management, we bring a disciplined, data-driven approach to every trade and strategy. Our team is the one who thrives at the intersection of finance and innovation. With commitment to continuous improvement, we stay ahead of market trends to deliver consistent results for our partners and clients. We believe that success in trading is built on a foundation of integrity, rigorous analysis, and relentless execution. At Scaleup Financial, we don’t just follow the markets — we aim to outperform them.
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. 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. We also organize external training sessions and 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.
At the heart of our team, efforts is a commitment to creating a positive work environment where everyone feels motivated and inspired.
From a culture of support and recognition to promoting work-life balance, we ensure that our team members have the resources and relationships needed to thrive both personally and professionally.
Our Mentors
Our Mentors
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
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.