Zen Wealth is a SEBI-registered investment advisory and research provider based in Bengaluru. We combine deep financial expertise with AI-powered insights to offer personalized, transparent, and goal-driven wealth management solutions.

Our core focus areas include:
1. Portfolio Planning & Financial Investments
We design and manage customized investment portfolios tailored to your financial goals, risk tolerance, and time horizon. Our AI-driven approach helps identify the right mix of equities, fixed income, and other assets to optimize returns while managing risk.
2. Insurance & Risk Management
We assess your insurance needs and recommend suitable life, health, and general insurance options to protect your wealth and family’s future.
3. Retirement Planning
From accumulation to drawdown strategies, we create retirement plans to ensure long-term financial stability and peace of mind.
4. Securities Research 
Our research team uses advanced data models and machine learning to deliver high-quality equity and fixed-income research, market forecasts, and actionable investment insights.

5. Real-Time Monitoring & Reporting
With automated alerts and transparent dashboards, clients benefit from timely updates, regular reviews, and full visibility into portfolio performance.

Why Choose ZenWealth.ai?
- AI-Powered Advisory: Smarter, data-backed decisions for optimized outcomes.  
- Personalized Strategies: No cookie-cutter solutions—only plans designed around your needs.  
- SEBI-Compliant & Transparent:  We uphold the highest standards of integrity, ethics, and client confidentiality.

Whether you're starting your investment journey or looking for expert financial guidance, ZenWealth.ai offers the tools and insights you need to grow and protect your wealth. Connect with us today.
Milan Kumar Sahu is the owner of Zen Wealth. He is a SEBI registered Research Analyst (INH000022710) and Investment Advisor. 


Zen Wealth

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Zen Wealth

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