Otto Money | wealth management

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Understand your portfolio’s true risk level and get a personalized asset allocation.

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Find the wealth you need to live on your terms - your lifestyle and aspirations.

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Intelligent and personalized investment planning for long-term portfolio growth

We have raised $1.3 Mn as our pre-seed round to bring the right Wealth Guidance to more Indian Investors

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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.