Wealth Beacon - AI powered Wealth Management

Wealth Beacon is empowering users to make better financial decisions using AI.

We are a stealth mode startup transforming how users make financial decisions. If you are a builder and are excited about changing the world, email your CV to jobs@wealthbeacon.ai

What we Offer

AI-Powered Investment Planning

SEBI Registered & Fully Compliant

Portfolio Rebalancing

Lower Fees, No Hidden Costs

How it Works?

Tell us your goals

Get a personalized investment plan

Let the platform Optimize

Track and grow-stress-free

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

Featured Blog

View All

How to Choose the Right Investment Advisor: A Practical Guide

Choosing the right investment advisor can make a significant difference in your financial journey. The right advisor not only helps grow your wealth but also protects it from unnecessary risks and inefficient strategies. With the financial landscape evolving rapidly, especially in India, it’s important to know what to look for when evaluating a potential advisor.

Wealth Beacon Team

Apr 29