Your Al Guide to Financial Freedom
Al-Powered Wealth Management
Harness the power of Otto Money’s AI to optimize your wealth strategy. Get personalized investment insights, intelligent risk analysis, and dynamic portfolio management — all tailored to your unique financial goals.
SEBI Registered
Al-Powered Analysis
Advanced machine learning algorithms, analyze market trends, risk factors and opportunities to provide intelligent investment recommendations.
Strategic Assest Allocation
Balancing risk and reward by setting a long term mix of assets that align with goals, risk tolerance and time horizon.
Intelligent Wealth Management Features
Our Al-powered platform combines cutting-edge technology with proven financial strategies to help you build and preserve wealth more effectively.
Goal-Based Planning
Deliberate, Purposeful, Tailored plan that align financial decisions that maximize fulfilment.
Performance Tracking & Rebalancing
Reviewing and adjusting portfolio to ensure that you are on track to meet life's goals, no matter how the market moves.
Risk Management
Sophisticated risk assessment tools to identify, Assess and minimize uncertainties and protect your wealth.
Expert Advisory
Professional guidance from qualified advisers to guide you in your investment journey.
What we Offer
AI-Powered Investment Planning
Portfolio Rebalancing
SEBI Registered & Fully Compliant
Lower Fees, No Hidden Costs
Our Investment Philosophy
We care about post tax, post fee returns
Education led investment advice leads to
better outcomes
Time in market is more important than
timing the market, but timing can add
alpha
Volatility is not risk, volatility coupled with investor behaviour and timeline together can be risky
Returns are a byproduct of good risk
management
Finance should solve for life, not other way round
How it Works?
See what our clients say about their wealth management experience
Tell us your goals
01
Get a personalized investment plan
02
Let the platform Optimize
03
Track and grow-stress-free
04
Real stories from real clients
What our clients say about their wealth management experience
Wealth Beacon has been instrumental in helping me plan and achieve my financial goals. They took the time to understand my aspirations and created a personalized plan that covered everything-from buying a home and saving for my child’s education to retirement and lifestyle goals. Their clear, step-by-step guidance and ongoing support have given me the confidence to take control of my finances. I now feel secure and optimistic about the future, and I highly recommend Wealth Beacon to anyone looking for a trusted financial partner.
Sandeep Pawar
Coming from a family with no financial background, I always believed fixed deposits were the safest bet-until I realised they couldn’t beat inflation. That’s when I met Ms. Indrani Banerjee and her team, who completely transformed my approach to money. They helped me build an emergency fund, secure health insurance, and invest wisely. Indrani’s dedication-even responding late on Sundays-truly sets her apart. I’m grateful to have her as my trusted financial advisor.
Satyaki Kanjilal
I would like to thank you for the information you are sharing with me on the stock market and also advising me from time to time with investment ideas. Me being a non Finance person, I am getting educated with market trends and impact of geopolitical issues on India market. Although there are many channels to get market data, so far being a Weathbeacon customer, I am satisfied with the content and also investments I made in diversified Mutual Funds. I am confident that our relationship will be fruitful for both of us.
Satyam
I have been a “passive” investor for the last 15 years, doing it on my own with some advice from friends - It has has its hits & a lot many misses. Wealth Beacon is my first foray with a qualified & certified investor advisor, and I am glad I chose them. In my engagement with WB, I have had equal parts re-learning about investing, to thinking about my goals with a lot more clarity than before. With a clear plan from WB, I am confident in my financial future. I can trust their advice, something I pay them for, and especially because I know they are not pushing me products. Highly recommend WB for anyone wanting to secure their financial future.
