One Smart Assistant for Your Entire Financial Life

A premium financial concierge service designed with the perfect blend of human expertise and AI-powered assistance, tailored to your unique financial needs.

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Built for You

Financial decisions can feel endless and overwhelming. Lighthouse breaks them down into clear, simple steps - telling you exactly what to do and when, without the confusion.

Premium Tools Made Affordable

Blends AI Efficiency with Human Expertise

No more digging through folders or forgetting where you saved that document. Lighthouse uses AI intelligently to organize all your financial paperwork automatically - everything accessible when you need it

Too much financial advice from everywhere - Instagram influencers, family members, insurance agents, friends. We filter out the noise, identify what works for you, and gradually help you define your own financial path.

Personalization and goal alignment

What Can Lighthouse Do?

Everything You Need to know about Money
All in One Place by certified experts across all domains

Complete Tax Solution Maximize Your Savings

We handle everything: document collection, finding deductions, professional review, and planning for next year. Get all tax documents in one place, timely reminders, and maximum legal savings.

Complete Money Management - Your Personal Financial Guide

Think of us as your financial coach for everything. We help with simple decisions (gift amounts, monthly savings targets) and complex planning (capital expenses, investment strategies). Step-by-step guidance, smart reminders, and expert consultations whenever you need them.

Insurance Support for Real Life

Navigate insurance choices with confidence, store all policy documents in one secure place, and get help when you need to make claims. Whether you're comparing health plans, tracking premium due dates, or filing accident claims - we guide you through every step.

How It Works

💬Free Consultation

Tell us what matters: tax savings, building wealth, or a specific goal.

🎯Goal Mapping

we understand your priorities whether it’s reducing tax, planning investments, legal queries, or managing portfolio.

💰 Portfolio & Action Plan

Your assigned professional creates a tailored plan and investment mix suited to your goals and risk profile.

Easy, Secure Onboarding🪪

Do your KYC with PAN, Aadhaar, and bank details in minutes.

Expert Assignment👩‍💼

We match you with the right professional a CA, RIA, or legal expert based on your needs.

Track, Review, Adjust📈

Track progress, review regularly, and adjust when needed.

You’re not just getting tools,
you're getting a team

We bring together all the essential financial services in one powerful, affordable plan. No need to hire separate planners, advisors, and tax consultants.

Legal Experts

We bring together all the essential financial services in one

Chartered Accountants

Tax planning and compliance

Investment Advisor

Unbiased investment guidance

Set Your Goals Now

Get the confidence of a personal finance team in one integrated platform. Join the waitlist now and get early access + a free 1:1 onboarding session with our concierge.

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Lighthouse

Financial Wellness Suite combining Al intelligence with human expertise.

Services

Financial Planning Investment Management Tax Preparation Portfolio Optimization

Support

Company

About Us Contact Us

Bangalore

+91 8660352558 support@sampatticard.in