Shaurya Gupta profile photo 1 on Tal

Shaurya Gupta

Building Stack Wealth | Manager | Helping People Build Wealth | HNI & UHNI | Finance Enthusiast | Business Growth & Strategy |

Mumbai

4+ years of work experience

Stack Wealth
Apr 20262 mosPresent

Mumbai, Maharashtra, India

As a Manager at Stack Wealth, I lead and scale the wealth management division, overseeing multiple teams to deliver exceptional financial solutions for HNIs, Ultra-HNIs, and institutional clients. I focus on: • Leadership & Strategy: Setting divisional goals, driving performance frameworks, and building a culture of ownership and excellence. • Team Development: Mentoring senior advisors and team leaders, identifying talent, and fostering continuous growth across the function. • AUM & Business Growth: Owning revenue targets, spearheading client acquisition, and deepening relationships across key segments. • Client Oversight: Ensuring a premium, personalised advisory experience while managing the firm’s most strategic client relationships. • Investment Governance: Overseeing advisory quality across equity, debt, AIFs, PMS, and structured products. • Operational Excellence: Driving compliance, process efficiency, and seamless cross-functional execution at scale. At Stack Wealth, I combine strategic leadership with wealth expertise — building teams and delivering outcomes that create lasting value for every client we serve.
Stack Wealth
Nov 20256 mosApr 2026

As a Team Leader at Stack Wealth, I drive the growth and performance of a high-performing wealth management team, overseeing the delivery of exceptional financial solutions to High-Net-Worth Individuals (HNIs), Ultra-HNIs, and institutional clients. My role bridges strategic leadership with hands-on wealth expertise, ensuring both team excellence and outstanding client outcomes. I focus on: • Team Leadership & Development: Mentoring, coaching, and upskilling wealth managers to enhance their advisory capabilities, product knowledge, and client handling skills — fostering a culture of continuous growth and accountability. • Business Development & Revenue Growth: Driving AUM growth by identifying new client acquisition opportunities, deepening existing relationships, and expanding the team’s footprint across key client segments. • Strategic Portfolio Oversight: Providing guidance on complex, high-value portfolios spanning equity, debt, AIFs, PMS, structured products, and alternative asset classes — ensuring alignment with clients’ long-term wealth goals. • Client Relationship Management: Maintaining and strengthening relationships with top-tier clients while supporting the team in delivering personalised, trust-based advisory experiences. • Performance Management: Setting clear targets, monitoring team KPIs, and ensuring consistent delivery of investment advisory quality and client satisfaction benchmarks. • Market Intelligence & Thought Leadership: Equipping the team with timely market insights, macroeconomic updates, and product intelligence to sharpen their advisory edge. • Cross-functional Collaboration: Working closely with product, research, and operations teams to ensure seamless execution of investment strategies and a superior client experience. At Stack Wealth, I act as both a strategic leader and a trusted wealth partner — building a team that delivers consistent, compounding value for every client we serve.
Stack Wealth
Aug 20253 mosOct 2025

Mumbai

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.
Freelance
Jan 20242 yrs 5 mosPresent

Conducted in-depth equity research, analyzing financial statements, market trends, and industry dynamics. Provided market insights and investment education to clients through reports, presentations, and consultations. Evaluated company fundamentals, financial ratios, and macroeconomic factors to assess investment opportunities. Applied both fundamental and technical analysis to generate actionable insights. Monitored stock market trends, economic indicators, and geopolitical events affecting investments. Created structured reports and market updates to help clients understand stock movements. Researched and explained valuation methods, including DCF (Discounted Cash Flow), relative valuation, and earnings models. Assisted clients in understanding risk management strategies and portfolio diversification. Utilized financial data tools such as Bloomberg, Reuters, and Excel for research and analysis.
Per Annum
Mar 20255 mosJul 2025

Delhi, India

As a Senior Associate Relationship Manager at Per Annum, I specialize in managing and expanding wealth portfolios for High-Net-Worth Individuals (HNI), Ultra-High-Net-Worth Individuals (UHNI), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS) clients within a Peer-to-Peer (P2P) investment model. My role focuses on: Building strong client relationships to understand financial goals and tailor investment strategies accordingly. Managing wealth through diversified investment channels, including equities, fixed income, alternative assets, and structured financial products. Facilitating P2P investment opportunities, ensuring seamless capital flow between investors and borrowers for optimized returns. Providing strategic financial insights on market trends, risk management, and portfolio diversification. Collaborating with investment experts to curate personalized solutions that align with clients’ risk profiles and long-term financial aspirations. With a client-centric approach, I am committed to leveraging the P2P model to offer efficient, transparent, and high-yield investment opportunities while ensuring wealth preservation and growth.
Research and Ranking
Mar 20231 yr 2 mosApr 2024

India

•Spearheading wealth counselling and onboarding processes for clients. •Analyzing stock market trends to provide tailored investment advice. •Streamlining onboarding procedures, enhancing efficiency. •Collaborating with a dynamic team to deliver exceptional financial services. •Successfully managing and nurturing client relationships.
Tech Analogy
Oct 20221 yr 1 moOct 2023

Remote

Education

University of Allahabad

Bachelor of Commerce - BCom, Business, Management, Marketing, and Related Support Services

University of Allahabad

20203 yrs2023

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Headline

Building Stack Wealth | Manager | Helping People Build Wealth | HNI & UHNI | Finance Enthusiast | Business Growth & Strategy |

About

I’m Shaurya Gupta — Sales Manager at Stack Wealth, managing ₹50 Cr AUM and building high-performing teams that deliver real financial results. From closing my first deal to leading a team of 20+ — my journey in wealth management has moved fast, and I’m just getting started. At Stack Wealth, I help clients grow their wealth across Equity, IPO & Pre-IPO, Mutual Funds, Gold & Silver, and Debt Market instruments. My focus has always been simple — build trust, deliver results. Joining Stack Wealth in August 2025 as a Wealth Manager, I hit my targets consistently, grew into a Team Leader, and earned a promotion to Sales Manager — all within a short span. Today I lead and mentor 20+ wealth professionals while continuing to drive client growth. Now I’m stepping into my most exciting chapter yet — moving to Bangalore to build the office from scratch as the only manager on the ground. New city. New team. Same hunger. With 2–3 years in financial sales, one thing I know for sure: clients don’t just invest money — they invest trust.

Location

Mumbai

Work experience

Manager at Stack Wealth, Apr 2026 - Present · 2 mos, Mumbai, Maharashtra, India, As a Manager at Stack Wealth, I lead and scale the wealth management division, overseeing multiple teams to deliver exceptional financial solutions for HNIs, Ultra-HNIs, and institutional clients. I focus on: • Leadership & Strategy: Setting divisional goals, driving performance frameworks, and building a culture of ownership and excellence. • Team Development: Mentoring senior advisors and team leaders, identifying talent, and fostering continuous growth across the function. • AUM & Business Growth: Owning revenue targets, spearheading client acquisition, and deepening relationships across key segments. • Client Oversight: Ensuring a premium, personalised advisory experience while managing the firm’s most strategic client relationships. • Investment Governance: Overseeing advisory quality across equity, debt, AIFs, PMS, and structured products. • Operational Excellence: Driving compliance, process efficiency, and seamless cross-functional execution at scale. At Stack Wealth, I combine strategic leadership with wealth expertise — building teams and delivering outcomes that create lasting value for every client we serve.

Team Leader at Stack Wealth, Nov 2025 - Apr 2026 · 6 mos, As a Team Leader at Stack Wealth, I drive the growth and performance of a high-performing wealth management team, overseeing the delivery of exceptional financial solutions to High-Net-Worth Individuals (HNIs), Ultra-HNIs, and institutional clients. My role bridges strategic leadership with hands-on wealth expertise, ensuring both team excellence and outstanding client outcomes. I focus on: • Team Leadership & Development: Mentoring, coaching, and upskilling wealth managers to enhance their advisory capabilities, product knowledge, and client handling skills — fostering a culture of continuous growth and accountability. • Business Development & Revenue Growth: Driving AUM growth by identifying new client acquisition opportunities, deepening existing relationships, and expanding the team’s footprint across key client segments. • Strategic Portfolio Oversight: Providing guidance on complex, high-value portfolios spanning equity, debt, AIFs, PMS, structured products, and alternative asset classes — ensuring alignment with clients’ long-term wealth goals. • Client Relationship Management: Maintaining and strengthening relationships with top-tier clients while supporting the team in delivering personalised, trust-based advisory experiences. • Performance Management: Setting clear targets, monitoring team KPIs, and ensuring consistent delivery of investment advisory quality and client satisfaction benchmarks. • Market Intelligence & Thought Leadership: Equipping the team with timely market insights, macroeconomic updates, and product intelligence to sharpen their advisory edge. • Cross-functional Collaboration: Working closely with product, research, and operations teams to ensure seamless execution of investment strategies and a superior client experience. At Stack Wealth, I act as both a strategic leader and a trusted wealth partner — building a team that delivers consistent, compounding value for every client we serve.

Wealth Manager at Stack Wealth, Aug 2025 - Oct 2025 · 3 mos, Mumbai, 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.

Equity Research Analyst at Freelance, Jan 2024 - Present · 2 yrs 5 mos, Conducted in-depth equity research, analyzing financial statements, market trends, and industry dynamics. Provided market insights and investment education to clients through reports, presentations, and consultations. Evaluated company fundamentals, financial ratios, and macroeconomic factors to assess investment opportunities. Applied both fundamental and technical analysis to generate actionable insights. Monitored stock market trends, economic indicators, and geopolitical events affecting investments. Created structured reports and market updates to help clients understand stock movements. Researched and explained valuation methods, including DCF (Discounted Cash Flow), relative valuation, and earnings models. Assisted clients in understanding risk management strategies and portfolio diversification. Utilized financial data tools such as Bloomberg, Reuters, and Excel for research and analysis.

Senior Associate Wealth Manager at Per Annum, Mar 2025 - Jul 2025 · 5 mos, Delhi, India, As a Senior Associate Relationship Manager at Per Annum, I specialize in managing and expanding wealth portfolios for High-Net-Worth Individuals (HNI), Ultra-High-Net-Worth Individuals (UHNI), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS) clients within a Peer-to-Peer (P2P) investment model. My role focuses on: Building strong client relationships to understand financial goals and tailor investment strategies accordingly. Managing wealth through diversified investment channels, including equities, fixed income, alternative assets, and structured financial products. Facilitating P2P investment opportunities, ensuring seamless capital flow between investors and borrowers for optimized returns. Providing strategic financial insights on market trends, risk management, and portfolio diversification. Collaborating with investment experts to curate personalized solutions that align with clients’ risk profiles and long-term financial aspirations. With a client-centric approach, I am committed to leveraging the P2P model to offer efficient, transparent, and high-yield investment opportunities while ensuring wealth preservation and growth.

Investment Advisor at Research and Ranking, Mar 2023 - Apr 2024 · 1 yr 2 mos, India, •Spearheading wealth counselling and onboarding processes for clients. •Analyzing stock market trends to provide tailored investment advice. •Streamlining onboarding procedures, enhancing efficiency. •Collaborating with a dynamic team to deliver exceptional financial services. •Successfully managing and nurturing client relationships.

Digital Marketing Intern at Tech Analogy, Oct 2022 - Oct 2023 · 1 yr 1 mo, Remote

Education

Bachelor of Commerce - BCom, Business, Management, Marketing, and Related Support Services, University of Allahabad

Shaurya Gupta - Manager in Mumbai | Tal