Our Story
Most Indians get poor financial advice, if any. The industry is designed to push high fee and high commission products. Our founders got tired of this happening to them and to their near and dear ones. That led to the creation of Wealth Beacon (SEBI registered Investment Advisor) with a mission to provide conflict free, comprehensive, fiduciary advice.
The challenge was to make this advice available at low cost to every Indian. This could only be solved through technology & AI. That's how the modern wealth intelligence app Otto Money came into existence.
Built by investors. For investors.
Our Mission:
To simplify wealth management through AI-driven insights, unified financial visibility, and personalized, investor-first guidance; built using the latest technology, state of the art investment research & data reporting.
Our Vision:
To become the most trusted AI wealth companion for millions of Indian investors on their journey to financial independence.
Brand Promise
Clarity for your money. Confidence for your future.
Smart Investing, Made for You
We combine AI-driven insights with SEBI-compliant practices to help you grow your money, intelligently and with fewer costs than traditional advisors.
We use AI and SEBI-compliant practices to grow your money - smart, simple, and low-cost.
Core Values
Grow Your Wealth, the right way
We combine AI-driven insights with SEBI-compliant practices to help you grow your money, intelligently and with fewer costs than traditional advisors.
Where AI Meets Trusted Investing
We combine intelligent automation with SEBI-compliant practices to help you reach your financial goals, faster and safer.
We are a team of experts in Finance, Technology, and Data who experienced the challenges in financial markets firsthand. Some saw expensive NFOs pushed to family members, some bought random stocks based on tips, some have friends who burnt their hands in F&O trading for quick returns.
We're deeply committed to building OTTO - a platform that puts the investor first and provides clarity and guidance for financial decisions.
Who We Are
Meet the Team
Meet the experts behind your financial journey - a team of SEBI-registered advisors committed to trust, transparency, and tailored investment guidance.
