Initial Encounter and Real Estate Advice

Srishti Dabral met Lakshay Gupta by chance when she needed help with a real estate. During their conversation, she discovered that he ran a wealth management company, Stealth Wealth. Intrigued but unsure about her finances, she decided to schedule a detailed discussion.

Challenges and Discovery

In the fact-finding meeting, several challenges came to light:

– Inefficient Investment Portfolio: Srishti’s portfolio contained several high-commission funds pushed by her Mutual Fund Distributor (MFD) without any added value.

– Lack of Financial Security: She wasn’t adequately protected against unforeseen events.

– Uncoordinated Financial Strategy: Her assets and investments were not aligned towards a cohesive financial plan.

Comprehensive Financial Planning

Stealth Wealth provided a thorough analysis and plan:

– Securing Assets: They recommended appropriate insurance to secure Srishti and her assets.

– Portfolio Rebalancing: They rebalanced her portfolio, removing high-commission funds and replacing them with more efficient options.

– Holistic Financial Management: They took over the management of her entire wealth, providing ongoing support and adjustments as needed.

Experience with Stealth Wealth

Today, Srishti feels secure and confident about her finances. She said, “Meeting Lakshay was a turning point. Stealth Wealth’s detailed process revealed what I was missing. Their focus on security and efficient management has transformed my financial life. I now trust them with my entire wealth.