De-risk your ESOP/RSUs: A complete guide
About this Live Session
ESOPs and RSUs can become a meaningful part of your wealth, especially if you work at a high-growth company. But over time, having too much of your net worth tied to a single stock can create concentration risk that many investors tend to overlook.
In this session, we will break down how ESOPs and RSUs work and why diversification becomes important as your exposure grows. We will also discuss how to balance your company stock with the rest of your portfolio.
The session will focus on helping you understand the risks, make informed decisions, and build a more balanced long-term portfolio.
Key Agenda
Understanding ESOPs and RSUs and how they fit into your overall wealth
The risk of over-concentration in a single company stock
When and how to think about diversification
Tax implications and key decision points while managing ESOPs and RSUs
How to rebalance and align your portfolio with your financial goals
Common mistakes to avoid when dealing with stock-based compensation
Speakers:
Akash Gupta is the Director of Marketing & Growth at Vested Finance, where he leads initiatives that have contributed to nearly a 10x increase in AUM. He also works closely with India’s wealth managers and IFA ecosystem to expand access to global investing solutions. With over a decade of experience in fintech and performance marketing, he specialises in building scalable acquisition engines and partner-led growth models for financial products.
Hrithika has been with Vested for almost 5 years now. She is part of the marketing team at Vested and looks at the entire ESOP/RSU growth channel. Prior to this she has worked in the Customer Success Team at Vested helping users onboard onto the platform.