Effortless Money Tracking. Personal AI Assistant. Designed for Modern Families.

Be the smart CFO of your family with Nova AI. Easy tracking of investments, expenses, taxes & much more. Hyper-personalised. Member and Family view.

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Effortless Tracking: Setup once, auto-update

Connect all your accounts once and watch your complete financial picture update automatically. No manual entries, no missed transactions. Bank accounts, investments, cards - everything syncs seamlessly in real-time so you always know where your money stands.

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Nova AI - Your Personal Finance AI Assistant

Ask Nova AI anything about your money and get instant, personalized answers. "How's my portfolio doing?" "Where did we overspend?" "Should I invest more?" Your 24/7 financial advisor that understands your family's unique situation and goals.

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Insights that matter for every Rupee

Skip generic reports. Get actionable insights tailored to your spending patterns, investment style, and family goals. Discover hidden trends, optimize tax savings, and spot opportunities that actually impact your financial growth and security.

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Be the smart CFO of your family

Make informed financial decisions with complete visibility into your family's money. Track shared goals, monitor everyone's spending, plan together, and ensure every rupee works toward your family's dreams and security.

Scattered Mutual Funds? Let’s bring all together. With insights that matter.

No more logging into multiple platforms. Track all your mutual funds in one place with smart categorization by fund type, risk, and goals. See your investment journey's complete timeline, optimize for taxes, uncover hidden costs, and make smarter decisions with AI-powered insights.

Stop Manual Tracking & Tagging. Setup Once, Let AI Do the Smart Work.

Connect your accounts once and enjoy hyper-personalized daily updates. Nova AI automatically tracks every transaction, creates intelligent categories, and learns your unique patterns.

No More Spreadsheets. No More App-Switching. Complete Financial Control.

End the manual tracking nightmare. All accounts connected, all data synchronized automatically. From daily spending to investment performance, see your complete financial picture with AI-powered insights that make spreadsheets obsolete forever.

Your Portfolio, Personalized

View and manage your investments across platforms with tailored insights and alerts.

Be the Smart CFO of Your Family. Money is a Family Affair After All.

You're managing family wealth but lack complete investment visibility. Invite family members to connect their portfolios directly. Track all mutual funds, stocks, and goals in one dashboard. Smart family CFO with zero investment blind spots.

Investing for Years? Discover What Your Stock Portfolio Really Says About You.

Connect all your stock accounts and watch Nova AI reveal insights you never knew existed. Market cap allocation, sector distribution, dividend trends, investment timeline, and personalized style analysis. Turn years of stock picks into a coherent strategy.

How it Works

Connect Accounts

Connect Accounts

Diagnose Portfolio

Diagnose Portfolio

Review & Optimize

Review & Optimize

Testimonials

Isha Mittal

Management Consultant

"Novelty Wealth's deep knowledge and personalized approach have made a real difference in my financial planning and confidence as an investor. It helped not only with investment and taxes but also effective use of bank balance using Arbitrage Funds"

Vijendra Jain

IT Professional

I’m truly grateful for the expert guidance which not only helped me grow my investments but also significantly reduced my tax and proactively guided me in closing less effective insurance policies, and reallocating investments to align with my financial goals.

Major Vinay

Armed Forces

I feel in control of my finances with Novelty Wealth. They guided me in moving to direct mutual funds and created a financial plan tailored to my needs. I confidently recommend them to anyone looking for reliable financial guidance.

Rohit Narula

Strategy Manager

I started seeing value from Novelty within the first week of onboarding - immediately helped me plug money leaks, optimize investments, and identify smarter avenues - resulting in 3x tangible savings right away, and that’s just the first week.

Abhishek Singhania

Strategy Director

I have had an absolutely fantastic experience with Novelty Wealth. Also, a big fan of NovaAI - it’s not just an AI agent that throws information at you, but can take help with actions basis your requests, which is supercool.

Founders

Naveen Changoiwala

Naveen Changoiwala

Chartered Accountant (All India Rank 9, Tax Topper) MBA, IIM Ahmedabad

Sajal Gupta

Sajal Gupta

Computer Science, B.Tech, IIT Delhi IIT JEE Rank 22