Director And Principal Officer
Wealth Beacon Investment Advisors Pvt. Ltd
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Indrani Banerjee Email & Phone Number
Director and Principal Officer
at
Wealth Beacon Investment Advisors Pvt. Ltd
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Wealth Beacon Investment Advisors Pvt. Ltd
Role
Director and Principal Officer
Location
Bengaluru, Karnataka, India
Who is Indrani Banerjee? Overview
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Quick answer
Indrani Banerjee is listed as Director and Principal Officer at Wealth Beacon Investment Advisors Pvt. Ltd, based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Indrani Banerjee.
Indrani Banerjee previously worked as Owner at Indrani Banerjee & Associates and Self Employed at Freelance. Indrani Banerjee holds Fca from The Institute Of Chartered Accountants Of India.
Profile bio
About Indrani Banerjee
At Indrani Banerjee & Associates, my focus is on delivering strategic financial solutions that empower businesses and individuals across diverse sectors. With a blend of proficiency in financial risk management and analytical acumen, my practice thrives on improving processes and driving fiscal discipline.Our mission is to optimize financial performance and manage risks effectively, ensuring clients achieve their objectives. Leveraging my role as a Chartered Accountant Registered Valuer and SEBI Registered Investment Advisor, I am committed to providing comprehensive advisory services that range from income tax to financial planning and asset allocation. This dedication to excellence has been the cornerstone of a career that actively contributes to the financial well-being of our clients.Our service portfolio includes financial planning and investment advice, income tax preparation and filing services for individuals and CFO services, company incorporation services, accounting services, and compliance services (TDS, GST, etc.) for businesses.
Current workplace
Indrani Banerjee's current company
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Wealth Beacon Investment Advisors Pvt. Ltd
9 roles
Indrani Banerjee work experience
A career timeline built from the work history available for this profile.
Owner
Current
Indrani Banerjee & Associates
Oct 2019 - Present
Self Employed
Freelance
Principal Consultant (Protiviti) - Internal Audit of listed companies Ace Trust In Solutions - Financial Consultant with AI start up
Nov 2016 - Sep 2019
Finance Manager
Entrusted with the responsibility of driving financial discipline among the people managers. Which meant carving out P&Ls at team levels, measuring against budgeted numbers, tracking headcount growth (committed vs actual), cost recovery from parent organisation, spend governance, benchmarking among peer groups.
Mar 2014 - Oct 2016
India Customer Operations Manager
Designed a model where the operations team would step up as shadow sales representatives and move closer to the customer to enable smoother order booking, thus eliminating the possibility of invalid orders and avoiding revenue leakage. In addition, the team also took up the responsibility of renewing orders by calling customers, allowing Sales team to focus on high value customers. This model was further refined and implemented across the region.
Nov 2009 - Feb 2014
Financial Analyst
Finance Business Partner for Asia Text Editorial (Reuters). My stakeholder was the MD of Asia Text Editorial and my primary responsibility was to enable him to be on budget and deliver on the savings target.
Jan 2008 - Nov 2009
Aug 2004 - Dec 2007
Executive
Proprietary & Internal Audit of group companies
Jun 2004 - Aug 2004
Junior Research Analyst
Equity research for companies listed in NYSE & NASDAQ
Aug 2003 - Jun 2004
5 education records
Indrani Banerjee education
Bachelor Of Commerce (B.Com.), Accounting And Finance
Certificate In Ifrs
Passed Cfa Level I & Ii, Investment Analysis & Management
Cfa Institute
Registered Valuer (Sfa), Accounting And Finance
Insolvency And Bankruptcy Board Of India
FAQ
Frequently asked questions about Indrani Banerjee
Quick answers generated from the profile data available on this page.
What company does Indrani Banerjee work for?
Indrani Banerjee works for Wealth Beacon Investment Advisors Pvt. Ltd.
What is Indrani Banerjee's role at Wealth Beacon Investment Advisors Pvt. Ltd?
Indrani Banerjee is listed as Director and Principal Officer at Wealth Beacon Investment Advisors Pvt. Ltd.
Where is Indrani Banerjee based?
Indrani Banerjee is based in Bengaluru, Karnataka, India while working with Wealth Beacon Investment Advisors Pvt. Ltd.
What companies has Indrani Banerjee worked for?
Indrani Banerjee has worked for Wealth Beacon Investment Advisors Pvt. Ltd, Indrani Banerjee & Associates, Freelance, Wells Fargo, and Hewlett-Packard.
How can I contact Indrani Banerjee?
You can use AeroLeads to view verified contact signals for Indrani Banerjee at Wealth Beacon Investment Advisors Pvt. Ltd, including work email, phone, and LinkedIn data when available.
What schools did Indrani Banerjee attend?
Indrani Banerjee holds Fca from The Institute Of Chartered Accountants Of India.
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