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Lakshay Gupta Email & Phone Number
Founder and CEO
at
Stealth Wealth
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Founder and CEO
Location
Gurugram, Haryana, India
Company size
Who is Lakshay Gupta? Overview
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Quick answer
Lakshay Gupta is listed as Founder and CEO at Stealth Wealth, a with 4 employees, based in Gurugram, Haryana, India. AeroLeads shows a matched LinkedIn profile for Lakshay Gupta.
Lakshay Gupta previously worked as Founder & CEO at Stealth Wealth and Global Wealth Advisor at Devere Group. Lakshay Gupta holds Master Of Business Administration - Mba, Business Administration And Management, General from Dr. Bhim Rao Ambedkar University, Agra.
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Stealth Wealth
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Profile bio
About Lakshay Gupta
We have established a concept of total wealth management all under one roof. As a company founded by CFP professionals, our aim is to provide comprehensive financial solutions in one place. We are your one-stop solution for all financial needs, offering a seamless and integrated approach to managing your wealth. Our services include:Key Responsibilities:- Financial Planning: Delivering comprehensive and bespoke financial planning tailored specifically to individual client needs.- Investment Management: Facilitating access to both Indian and international markets for diversified investment opportunities.- Insurance Solutions: Emphasizing the importance of protecting wealth before focusing on growth, ensuring clients have robust insurance coverage.- Taxation Services: Offering strategic tax planning and efficient tax filing services to optimize client finances.- Estate Planning & Execution: Assisting clients in ensuring the smooth transfer of wealth to the next generation through meticulous estate planning.If you're looking to consolidate all your finances in one place and are tired of connecting with different individuals for different needs, we are your home for wealth management. As your personal CFP professional, I can help you achieve your financial goals. You can reach me at lakshay@stealthwealthassociates.com or schedule a meeting with Stealth Wealth Professionals: https://calendly.com/stealthwealthassociatesAt Stealth Wealth, our mission is to provide clients with everything they need for financial success, all in one place. This holistic approach ensures that all aspects of our clients' financial lives are managed with expertise and care.
Current workplace
Lakshay Gupta's current company
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Stealth Wealth
7 roles
Lakshay Gupta work experience
A career timeline built from the work history available for this profile.
Founder & Ceo
CurrentAs the Founder and Certified Financial Planner at Stealth Wealth, I have established a groundbreaking concept of total wealth management under one roof. My role involves providing comprehensive financial solutions to clients, offering a seamless and integrated approach to managing their wealth. Our services include bespoke financial planning, investment management, insurance solutions, tax planning and filing, and estate planning and execution. If you're looking to consolidate all your… Show more As the Founder and Certified Financial Planner at Stealth Wealth, I have established a groundbreaking concept of total wealth management under one roof. My role involves providing comprehensive financial solutions to clients, offering a seamless and integrated approach to managing their wealth. Our services include bespoke financial planning, investment management, insurance solutions, tax planning and filing, and estate planning and execution. If you're looking to consolidate all your financial needs in one place, we are your home for wealth management. Show less
Nov 2022 - Present
Global Wealth Advisor
I specialize in providing tailored financial solutions to internationally focused professionals and expatriates. With a keen understanding of the unique challenges and opportunities that arise when managing finances across borders, I am dedicated to helping clients navigate the complexities of international financial planning. I am part of deVere Group, the world's largest independent financial advisory firm with over $12 billion assets under management, deVere operates across over 100… Show more I specialize in providing tailored financial solutions to internationally focused professionals and expatriates. With a keen understanding of the unique challenges and opportunities that arise when managing finances across borders, I am dedicated to helping clients navigate the complexities of international financial planning. I am part of deVere Group, the world's largest independent financial advisory firm with over $12 billion assets under management, deVere operates across over 100 countries. Our global presence allows us to offer unparalleled insights and financial solutions to clients seeking expert guidance in the ever-evolving world of international finance. Show less
Aug 2023 - Jul 2024
International Financial Advisor
Helping employees make better financial sense of their corporate benefits.
Nov 2022 - Feb 2024
Account Manager
Supported the relationship manager on multiple aspects, such as client acquisition, handling client queries , reviewing portfolios , making recommendations and periodic realignment, research on equity funds and PMS/AIFs. Also acted as primary contact for numerous families with a combined net worth of INR 220 crores. Created detailed financial plans to initiate a comprehensive blueprint for prospective clients.
Dec 2021 - Nov 2022
Financial Planner
Prepare sound financial plans to ensure clients meet their goals, offer broad financial advice or specialize in the area of investments, insurance, retirement or estate planning, most importantly managing along with building relationships to earn client’s trust
Nov 2021 - Dec 2021
Associate Financial Planner
Nov 2020 - Oct 2021
4 education records
Lakshay Gupta education
Master Of Business Administration - Mba, Business Administration And Management, General
Bachelor Of Commerce - Bcom, Business/Commerce, General
Senior Secondary, Business/Commerce, General
Skm Inter College , Kasganj
Higher Secondary
J.P Public Academy
FAQ
Frequently asked questions about Lakshay Gupta
Quick answers generated from the profile data available on this page.
What company does Lakshay Gupta work for?
Lakshay Gupta works for Stealth Wealth.
What is Lakshay Gupta's role at Stealth Wealth?
Lakshay Gupta is listed as Founder and CEO at Stealth Wealth.
Where is Lakshay Gupta based?
Lakshay Gupta is based in Gurugram, Haryana, India while working with Stealth Wealth.
What companies has Lakshay Gupta worked for?
Lakshay Gupta has worked for Stealth Wealth, Devere Group, Origin, Anand Rathi Wealth Limited, and Hum Fauji Initiatives.
How can I contact Lakshay Gupta?
You can use AeroLeads to view verified contact signals for Lakshay Gupta at Stealth Wealth, including work email, phone, and LinkedIn data when available.
What schools did Lakshay Gupta attend?
Lakshay Gupta holds Master Of Business Administration - Mba, Business Administration And Management, General from Dr. Bhim Rao Ambedkar University, Agra.
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