clientele
Our Client Segments
High Net-worth Individuals
Business Owners and Entrepreneurs
Global Professionals
Expats
NRIs (Non-Resident Indians):
Testimonials
Stealth Wealth Associates ticks all the boxes for a dependable wealth manager. Recommended by a friend, they've been a game-changer for me as an NRI. Their commitment to my best interests, expertise in diverse investments, quick response to my needs, and proactive suggestions have made managing my finances a breeze. With them, I feel confident in a stable, long-term partnership that truly cares about my financial well-being.
Mr. Varinder Dadra – Management Head at ESS
Perth, Australia
Professionals at Stealth Wealth have been crucial in helping me create a robust financial portfolio. Their expert guidance taught me the importance of long-term wealth creation and future planning. They introduced me to various investment options and helped me systematically manage my finances. Thanks to their expertise, I now have a solid strategy for achieving my financial goals.
Abhishek Shukla – Sr. Operations Engineer
Cisco Hyderabad
I am thrilled with SW's service. They combine a structured process with a personal touch, taking the time to understand my goals before creating a holistic financial roadmap. Their investment suggestions are spot-on, and they are always accessible and true to their commitments. I feel confident and secure with them managing my finances.
Sakshi Pal – Product Owner , American Express
Gurgaon
After reading an article on US inheritance and estate taxes on ESOPs and RSUs, I scheduled an initial consultation. Their team gave me invaluable insights on tax and portfolio diversification, outlining the best strategies aligned with my retirement plan. The expertise of their wealth managers has kept me impressed for years now.
Kavita Mehra – General Manager, Dell Technologies
Bengaluru
Before discovering Stealth Wealth, I was overwhelmed managing my investments, taxes, and insurances, each with different individuals. It consumed a lot of my time. Thankfully, someone recommended Stealth Wealth, and they have taken over all my financial hassles. Now, everything is managed in one place, and I consider them my personal CFOs. They are always just a call away. When I moved to the US, they helped me with so many things. They are like family to me. Thank you, Stealth Wealth, for making my financial life so much easier!
Nidhi Kumari –Senior Consultant
Analytics, EXL Services, New York, US
Choosing Stealth Wealth was the best decision for our family's financial well- being. Their personalized approach, regular meetings, and genuine care make us feel secure and valued. They're not just managing our wealth; they're nurturing a lasting partnership.
Isha Goyal – Sr. Analyst,
Tata Consultancy Services , Gurgaon
A family member introduced me to Stealth Wealth, and I'm extremely glad I took their advice and made the switch. The team at Stealth Wealth has completely transformed my perspective on investments. They have meticulously planned every aspect of my financial life, providing expert recommendations and solutions for everything from my company's stock options to insurance. Now, I rely on them entirely, confident that my wealth is in good hands.
