StoriesRohan Gupta
Rohan Gupta
Rohan Gupta
Staff Software Engineer
Uber · Bangalore
Schedule FA
Rovia user sinceMar 2026
Years post-IPO4 years
Lots tracked16 lots
BrokerSchwab

Uber's stock is volatile. My Schedule FA situation was more volatile.

QHave you ever sold RSUs?

Yes, regularly. Uber's been volatile — there've been windows where it was up 30% and I've taken profits. I don't have strong conviction to hold forever. I sell opportunistically, move to index funds, and don't look back.

QHow were you managing your RSUs before using Rovia?

Schwab equity plan for the shares. The Schwab interface is fine for US employees but has no India-tax awareness at all. I was exporting statements, looking up SBI TT rates manually, building Schedule FA data from scratch every year. My CA called it "the painful client" because my file always came in late.

QWhat made you transfer your RSUs to Rovia?

My CA told me directly: "Rohan, you need a better system." That was the gentle version. I'd been late on Schedule FA two years running because I couldn't produce the data in time. Rovia connected to my Schwab history, imported all 16 lots, and had the FA data ready. My CA got my file two weeks early for the first time.

QWhat do you want to do with your RSUs?

Continue the opportunistic sell strategy. I don't want to accumulate Uber beyond a certain point — I work there, I understand the business, and I think it's a good company, but I don't want my financial future tied to one company's stock. The index fund rotation is the plan.

QWhat do you think is your risk score as an investor? Why?

Moderate. I've seen Uber's volatility from inside the company — quarterly earnings, competitive pressure, regulatory changes. That internal view makes you less sentimental about the stock. I want growth but not concentration. Moderate is the right word.