Shaurya Gupta is a Wealth Manager at Stack Wealth, specializing in wealth management for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Previously, they served as a Senior Associate Relationship Manager at Per Annum, focusing on strategy and portfolio management in a Peer-to-Peer investment model. With a background as an Investment Advisor at Research and Ranking, Shaurya has cultivated expertise in market trends and tailored investment advice. They hold a Bachelor’s degree in Commerce from Allahabad University and are pursuing the CFA Level 1 certification to further enhance their skills in financial analysis and asset management.
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