Shaurya Gupta
Wealth Manager | HNI & UHNI | Finance Enthusiast | Freelancer | Investing | Business Growth & Strategy | Exploring Financial Markets/Wealth Creation
- Role
- Wealth Manager at Stack Wealth
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Shaurya Gupta
I’m Shaurya Gupta — Sales Manager at Stack Wealth, managing ₹50 Cr AUM and building…
Experience
Wealth Manager
Aug 2025 — Present · Mumbai, IN
As a Wealth Manager at Stack Wealth, I specialize in helping High-Net-Worth Individuals (HNIs), Ultra-HNIs, and institutional clients grow, protect, and diversify their wealth. My role involves creating tailored investment strategies across equity, debt, alternatives, and structured products while aligning with each client’s long-term financial goals.I focus on:• Portfolio Management: Designing and managing customised portfolios that balance risk and returns.• Investment Advisory: Recommending high-growth opportunities across equities, AIFs, PMS, and alternative asset classes.• Client Relationship Management: Building deep, trust-based relationships through proactive communication and continuous portfolio monitoring.• Market Insights: Providing timely updates and actionable market intelligence to help clients make informed decisions.• Wealth Preservation & Growth: Ensuring clients’ capital is not only protected but also consistently compounding across market cycles.At Stack Wealth, I act as a trusted financial partner, ensuring every client receives personalized attention and exclusive access to curated investment opportunities.
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