Sargam Gupta works in the Founders Office at PrimeWealth, specializing in financial planning and tax-efficient strategies for NRIs globally. A Delhi University graduate currently pursuing her CA, she leverages her expertise in investment planning and wealth management to build personalized proposals for clients.
Outside of work and her studies, Sargam is an avid reader with a keen interest in global markets. She enjoys travelling and is always looking for new learning opportunities, recently finding unexpected professional insights from the book "Hooked".
She recently spoke with nearly 200 NRIs in just two months, gaining deep, first-hand insights into their financial challenges and concerns.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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