Case Studies

From Government Bank Management to Trusted Wealth Partners (Varinder Dadra)

Initial Situation and Challenges Varinder Dadra, an NRI, had his finances managed...

From Random Encounter to Comprehensive Wealth Management (Srishti Dabral)

Initial Encounter and Real Estate Advice Srishti Dabral met Lakshay Gupta by...

From Busy Professional to Financially Secure with a Personal CFO (Aamir Khan)

Initial Struggles and Challenges Aamir Khan, a busy professional at a leading...

Starting a Financial Journey with a Secure Foundation (Abhishek Shukla)

Initial Consultation and Challenges Abhishek Shukla approached Stealth Wealth to begin his...

The Convenience of a One-Stop Financial Solution (Nagpal Family)

Initial Engagement and Challenges Initially, only one member of the Nagpal family...

Building a Future-Ready Portfolio (Deeksha Dhawan)

Initial Hesitation and Challenges Deeksha Dhawan worked for one of India’s biggest...

From Mutual Fund Agent to Comprehensive Financial Planning (Goyal Family)

Initial Situation and Challenges The Goyal family had an mutual fund agent...

How Stealth Wealth Became Our Private Banker (Mehra Family)

Initial Consultation and Discovery The Mehra family initially approached Stealth Wealth with...