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SEBI Disclosures
Mandatory SEBI Disclosure for Investment Adviser Websites
This page contains all disclosures required by regulatory authorities to be presented on the website.
To learn more about this, you can view the SEBI Circular here
SEBI Registration Details
Wealth Beacon Investment Advisors Pvt Ltd
RIA No: INA000020749, BASL Membership no: 2297
Registration Type: Non Individual, Validity: 31 July 2025 - Perpetual
Contact Person: Indrani Banerjee, Telephone: +91 98863 02903, E-mail: contact@wealthbeacon.ai
Address: Villa No 260, Prestige Lakeside Habitat, Gunjur, Varthur, Bengaluru, Karnataka, 560087
Complaint Redressal Mechanism (as per SEBI)
Sr No | Stage | Complaint Resolution Process | Timeline |
|---|---|---|---|
1 | First Level (RIA) | Write to us at: ia_complaints@wealthbeacon.ai with your complaint and supporting documents. | 7 working days |
2 | SEBI SCORES | If not resolved, register your complaint on SEBI SCORES Portal (https://scores.sebi.gov.in/scores-home) | As per SEBI norms |
3 | ODR Portal (if enabled) | For online dispute resolution: https://smartodr.in | As applicable |
Grievance Redressal / Escalation Matrix
Designation | Contact Person | Contact No | Email ID | Working Hours |
|---|---|---|---|---|
Compliance Officer | Ankur Lahoti | +91 79754 99422 | ia_compliance_officer@wealthbeacon.ai | 10 AM to 6 PM
(Monday to Friday; except public holidays) |
Principal Officer | Indrani Banerjee | +91 89048 23096 | ia_principal@wealthbeacon.ai | 10 AM to 6 PM
(Monday to Friday; except public holidays) |
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Investor Complaint Data for Registered Investment Advisory
Data for the month ending 31 Aug 2025
Sr No | Received From | Pending at the end of last month | Received | Resolved | Total Pending | Pending Complaints > 3 months | Average Resolution time (In days)# |
|---|---|---|---|---|---|---|---|
1 | Directly from Investors | '- | '- | '- | '- | '- | '- |
2 | SEBI (SCORES) | '- | '- | '- | '- | '- | '- |
3 | Other Sources (if any) | '- | '- | '- | '- | '- | '- |
# Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.
Trend of monthly disposal of complaints
Sr No | Month | Carried forward from previous month | Received | Resolved* | Pending# |
|---|---|---|---|---|---|
1 | Sep 2025 | '- | '- | '- | '- |
2 | Aug 2025 | '- | '- | '- | '- |
3 | Jul 2025 | '- | '- | '- | '- |
*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.
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