Founder / Team
Lakshay Gupta
CFP®, CFA IF®, MBA - Founder & CEO
Stealth Wealth Associates is the brainchild of Lakshay Gupta, a seasoned professional with extensive experience in both Indian and International markets. With a Bachelor’s degree in Commerce, an MBA, Certified Financial Planner (CFPCM) credentials, CFA Investment Foundations®, he brings a wealth of knowledge and expertise to his clients. Over the past several years, he has played a crucial role in the financial sector, helping numerous families and individuals attain financial freedom.
His principle is to first protect and then grow wealth. Understanding the demands of today’s world—with advancing careers, growing kids, busy schedules, and the challenges of living a full life—he founded Stealth Wealth Associates to make it easier for clients to keep their financial lives on autopilot. The firm helps realign plans and provide recommendations for savings, insurance policies, and more, ensuring that clients are always working towards their ideal future while leaving the management of financial abundance to the experts.
His commitment to comprehensive planning, informed investment strategies, and personalized advice sets him apart in the industry. His experience in diverse markets equips him with a unique perspective, allowing him to provide tailored financial planning solutions that cater to the varied needs of his clients.
As the founder of Stealth Wealth Financial, he aims to create a welcoming and open-minded environment where clients feel comfortable discussing their financial goals and aspirations. With his guidance, clients can navigate the complexities of the financial landscape with confidence, knowing that they have a trusted partner by their side.
Meet Our Team
Ankita Agarwal
B.tech – Managing Director
Manjot Singh
MBA Finance – Senior Director , Investments
Pragya Patni
CFP® - Independent Consultant , Wealth
Twinkle Agarwal
CFP® - Private Banker , Wealth
Shivangi Pandey
Associate Director , Operations