Say hello to the new Stack Wealth HQ ✨ Our team recently faced a "space crunch" in our office—a good problem to have! With more team members, more ideas, and more momentum, it was time to move to a bigger, better space. From humble beginnings in a living room with just 3 founders, we’ve grown into a thriving team of over 100 passionate professionals 🤵💎 As our CEO & Co-Founder Smriti Tomar often says, growth is more than just numbers—it’s about building something meaningful, one step at a time! #StartupJourney #Leadership #GrowthMindset #NewBeginnings
Stack Wealth
Financial Services
Bengaluru, Karnataka 49,554 followers
Investments tailored to your goals, curated by your dedicated wealth manager.
About us
Historically, premium wealth-building strategies were a privilege reserved for high-net-worth individuals, leaving everyday investors with meagre options like fixed deposits & savings accounts that barely outpaced inflation. That's where Stack Wealth comes in. We provide: ▪️ Exclusive investment offerings from high-return PMS & mutual fund portfolios to stable NCDs & bond options. ▪️ Personalized financial planning, so you know how much to invest & where for your goals. ▪️ 24*7 expert assistance for investment recommendations & portfolio updates. Download Stack Wealth: https://stack-wealth.app.link/e/w0PPQunqTOb Our team is a blend of experts in finance, AI specialists, data scientists, engineers, designers, and investment advisors. Our wealth team has over 25+ years of experience managing over ₹10,000 Cr in assets for over 10+ lac investors. We’re the solution for savvy investors seeking to build wealth and grow their net worth. By incorporating cutting-edge tech with high-end investing expertise, we have created the optimal digital wealth management solution for every investor. Company culture is at the core of everything we stand for. Bring your thoughts, skills and enthusiasm to the table by dropping an e-mail at careers@stackwealth.in
- Website
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https://stackwealth.in/
External link for Stack Wealth
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Bengaluru, Karnataka
- Type
- Privately Held
- Founded
- 2021
- Specialties
- technology and personal finance
Locations
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Primary
Bengaluru, Karnataka 562127, IN
Employees at Stack Wealth
Updates
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Stack Wealth reposted this
A forgotten SIP of ₹10,000 made a common investor a Crorepati! 💸 ‣ This is the story of a client of a mutual fund distributor who had started his first SIP in 2008 of ₹10,000 in a mid cap fund when the NAV was ₹11. ‣ Owing to his disciplined approach, he continued his SIP for 5 years till 2013. Over this 60 months period, he invested ₹6 lakh. And by this time, the NAV of the fund had reached ₹17 (+ ₹6) ‣ The man moved abroad and the MFD lost touch with him. And busy in his daily routine, the client completely forgot about his investment too. ‣ However, when he came back to India in 2022, he approached the MFD to enquire about his first SIP. Everyone was amazed to know that the total value of his corpus had crossed ₹1 crore mark by then!! ‣ The SIP he once nearly abandoned is now valued at ₹1.40 crore. And with newfound appreciation, he has set up an SWP to draw ₹1 lakh monthly. A small step in 2008 became a legacy in 2022—a testament to the power of patience, discipline, and compounding! 📈 (story credit: cafemutual #compounding #investing #lessonoftheday #smrititomar #mutualfunds
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Some kids have candies, some inherit candy factories. Happy #childrensday ✨
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With Donald Trump potentially set for a second term as the 47th President of the United States, the world is already speculating how his policies could reshape global economies—and India is no exception. Read the full story here 👇 #donaldtrump #usmarkets #investing
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Here's everything you need to know about the markets this week ✨ #stockmarket #investing #mutualfunds
Markets in a Minute | 4th to 8th Nov
Stack Wealth on LinkedIn
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Stack Wealth reposted this
I played in a metal band. Now, I manage investments. What’s common? Realizing that all audiences aren’t the same. Some people like heavy metal. Some like soft indie music. Some like equities. Some like debt. Some are risk-takers. Some are smooth sailers. This is what I have realised about investing while working at Stack Wealth. I used to think about finances simply—save what’s left after the bills. Looking back, I wish I had discovered the power of personalised investing earlier 💡 When you’re young, you like listening to something edgy, cool, and new. When you’re older, you’re set in your ways - you like a few genres and rarely explore new artists. And that’s the same with investing! Age is a huge factor when deciding how much risk you’re willing to take when curating your portfolio. It was things like this I learnt during my first week at Stack Wealth as the AVP. But what stood out to me was the energy and openness around new ideas. It’s rare to find such an environment where everyone is eager to try something new and push the limits ✨ As a musician and someone who’s been doing stand-up comedy for friends, I’ve realised how much those experiences help me in my role today 👀🎵 Whether engaging with a crowd during a show or connecting with clients, the ability to read people and communicate effectively has been invaluable. Both worlds demand creativity, adaptability, and a personal touch—skills I’ve found incredibly useful in helping clients navigate their financial journeys 💰 My goal now is to bring more value to investors and scale what we’re building 🧑💻 It’s exciting to see how these worlds of music and finance intersect—whether on stage or in a meeting room, it’s all about creating a connection 🤝 As we continue to grow, I’d love to extend an invitation. We’re actively hiring for our growing sales team! If you're interested, please email us at career@stackwealth.in. #StackWealth #WealthManagement #MutualFunds #Hiring #TeamGrowth
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How was our Diwali celebration? Well, let's just say we lit up the dance floor more than a firecracker ever could 🔥 Not only are we celebrating the auspicious festival, but we're also super thrilled about the latest milestones our beloved wealth team has crossed 🙌🥂 From reviewing portfolios to curating personalized financial plans, our wealth team is burning the midnight oil to help clients achieve their investment goals ✨ #Diwali #celebration #StackWealth
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In the first months of this year, India’s economy expanded by 6.7% ✨ After the elections, with a clear path ahead, the economy has proven to grow steadily. These aren’t just numbers but signals of a country moving forward with quiet determination. India is now among the world’s fastest-growing large economies, driven by... (Read the full article 👇) #india #economy #stockmarket #investing #stackwealth
Is this the Beginning of India's Growth Story?
Stack Wealth on LinkedIn
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October has brought Indian markets their most significant monthly decline since the COVID-19 crisis, with the Sensex falling by approximately 5%. This decline is due to several key factors: major foreign institutional investor outflows, a rush of IPOs... (Read the full story here 👇) #stockmarketcrash #sensex #investing #mutualfunds #stackwealth
Sensex and Nifty Record Worst Month Since Covid: October Market Crash
Stack Wealth on LinkedIn
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Markets are under significant pressure, with the Nifty 50 and BSE Sensex dipping, reflecting cautious sentiment. Mid and small-cap stocks have been particularly affected, with substantial drops in the BSE Small Cap and Nifty Midcap 100, signalling broader investor uncertainty. Globally, U.S. markets also mirror this cautious outlook, with both the Dow Jones and S&P 500 showing declines. Read about the entire "Markets in a Minute" here 👇 #stockmarket #news #investing #stackwealth
Markets in a Minute | 21st to 25th Oct
Stack Wealth on LinkedIn