Sargam Gupta in

Sargam Gupta

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Founder’s Office at PrimeWealth
📍 Delhi, India

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.

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Experience
5 Years
Current Role
Founder’s Office
Location
Delhi, India
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Sargam cares about

NRI Financial Planning
Her role is dedicated to helping Non-Resident Indians organize their finances, invest wisely, and plan for a secure future in India.
Tax Strategy
She frequently posts about the complexities of Indian tax filing for NRIs, sharing guides on TDS refunds, compliance, and capital gains.
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Career

Work history

1-2025
Founder’s Office
PrimeWealth
11-2023 - 8-2024
Equity Research Analyst
SBNRI
1-2023 - 9-2023
Research Analyst
Saturn Consulting Group
3-2019 - 3-2022
Article Assistant
S.S. Kothari Mehta & Co.
In the press

Media appearances

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Education
8-2017 - 8-2020
Bachelor of Commerce - BCom(Hons)
Delhi University
6-2017
CA
The Institute of Chartered Accountants of India
Commerce
St. Anthony's Sr. Sec. School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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