Zen Wealth
Investment Advisory
Trusted and data-driven investment advisory combined with AI insights for personalized investment goals.
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Personalized Financial Planning: Customized financial plans aligned with your goals, risk appetite and timeline.
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Portfolio Construction & Asset Allocation: Tailored diversified portfolios balancing risk and growth, helping you navigate the market fluctuations with return optimization.
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Retirement Planning: Plan retirement with tailored investments and estate strategies that secure income and preserve wealth.
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Insurance Advisory: Insurance guidance that aligns coverage with your financial goals, securing family's future and ensuring peace of mind.
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Portfolio Monitoring & Rebalancing: Continuous portfolio monitoring and timely rebalancing to keep investments aligned with your goals, adapting to market changes and managing risks effectively.
Securities Research
Delivering actionable securities insights through advanced data and AI.
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Securities research and analysis: Leveraging AI and data analytics to deliver precise, insightful securities research for informed investment decisions.
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Market & Economic Trends: Delivering securities research driven by market and economic trends, enabling investors to predict changes and make confident decisions.
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Research Reports & Publications: Comprehensive research reports on companies, industries and markets delivering clear and actionable insights to improve investors' portfolio strategies.
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Investment recommendations: Recommending transparent SEBI compliant buy, hold or sell advice backed by rigorous research and market insights.
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Customized Research Solutions: Personalized research and targeted insights tailored to institutional and individual clients, enabling informed investment decisions.
How We Work
Investment Advisory Pricing
15,000/year
Inclusive of quarterly review and rebalancing.
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Investment Plan
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Goal based investing
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Retirement Plan
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Insurance Plan
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We do not accept commissions or incentives from any third-party product providers.
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All fee agreements are documented in formal contracts, ensuring transparency and trust.
About Us
About the Founder
Milan Kumar Sahu
SEBI Registered Investment Advisor (RIA) & Research Analyst (RA)
Milan is a finance professional with over 20 years of experience and an MBA in Finance. He has held senior leadership positions at multinational corporations, specializing in Financial Planning & Analysis, Finance Analytics, Business Finance, and Corporate Finance.
In Zen Wealth, we are committed to delivering unbiased, research-driven insights and personalized advisory services that empower you to achieve your financial aspirations with confidence and clarity.
We stand out by offering you unbiased, transparent, and personalized investment advice that is fully aligned with your financial goals and risk profile. Unlike commission-driven advisors, our compensation is fee-based, ensuring that our recommendations are solely in your best interest without any conflict of interest. We adhere strictly to SEBI’s regulatory framework, which mandates fiduciary responsibility, full disclosure of fees, and rigorous compliance—giving you the confidence of working with a credible and trustworthy partner.
Useful Resources
Questionnaire for assessment of the risk profile of the customer.
Contact Us
Zen Wealth
Phone: +91 83100 19657
Email: help@zenwealth.ai
Office Address: Innovative Aqua Front, Lake View Road, Doddanekundi, Bengaluru, 560037
