SEBI Registered Investment Advisor (RIA) INA000019415
SEBI Registered Investment Advisor & AI Wealth Management App India
Bring your finances together, access deep portfolio analysis and get tailored guidance aligned to your long-term goals.
Bring your finances together, access deepportfolio analysis and get tailored guidancealigned to your long-term goals.
Monitor every account, spot opportunities early, track goal progress, and get timely alerts tailored to you.
Smart analysis of everything you own, updated in real-time.
Clear view of cash flow and balances across all accounts
Instant answers built on Indian tax laws and SEBI compliance.
Adapts to lifestyle and market changes.
Trusted by 15K+ Families
Designed to simplify decisions across your finances.
Track performance, overlap, and concentration risks across all holdings.
Monitor stock performance, sector concentration, and how direct equity fits your overall portfolio.
See total debt, monthly payment obligations, and how EMIs affect available liquidity.
Trained by SEBI-licensed experts on India's tax laws, investment rules, and financial goals, NovaAI delivers instant, accurate guidance, available 24/7.
Connect family portfolios, align goals, and make coordinated wealth decisions with complete visibility across every member's investments and assets.
Step 1
Securely link all your investments and accounts in minutes
Step 2
Get a complete picture of performance, allocation, and missed opportunities
Step 3
Set goals with timelines that adapt as your life evolves
I feel in control of my finances with Novelty Wealth.
Major Vinay
Armed Forces
I spotted leaks and optimised investments by week one.
Rohit Narula
Strategy Manager
Novelty Wealth's insights give me clarity and confidence
Isha Mittal
Management Consultant
Managing family finances finally feels simple and organised.
Akshay M
Graphic Designer
Expert guidance helped grow my investments and reduce taxes effectively.
Vijendra Jain
IT Professional
NovaAI goes beyond information and actually helps me take action.
Abhishek Singhania
Strategy Manager
All my finances investments to taxes in one clear, structured plan.
Ankit Sharma
Product Manager
The first money app with truly personalised, actionable insights.
Priya Nair
Senior Software Engineer
All accounts in one dashboard with simple cues on what needs attention.
Neha Gupta
Marketing Lead
AI and human expertise together help me rebalance and plan smarter.
Arjun Menon
Finance Professional
I feel in control of my finances with Novelty Wealth.
Major Vinay
Armed Forces
I spotted leaks and optimised investments by week one.
Rohit Narula
Strategy Manager
Novelty Wealth's insights give me clarity and confidence
Isha Mittal
Management Consultant
Managing family finances finally feels simple and organised.
Akshay M
Graphic Designer
Expert guidance helped grow my investments and reduce taxes effectively.
Vijendra Jain
IT Professional
NovaAI goes beyond information and actually helps me take action.
Abhishek Singhania
Strategy Manager
All my finances investments to taxes in one clear, structured plan.
Ankit Sharma
Product Manager
The first money app with truly personalised, actionable insights.
Priya Nair
Senior Software Engineer
All accounts in one dashboard with simple cues on what needs attention.
Neha Gupta
Marketing Lead
AI and human expertise together help me rebalance and plan smarter.
Arjun Menon
Finance Professional
Identified cash-flow leaks and structured my goals with data-backed advice.
Sandeep Rao
Entrepreneur
Finally confident making long-term decisions I'd been putting off for years.
Deepak Kumar
Operations Director
Goal planning adapts as my life changes incredibly intuitive feature.
Sneha Krishnan
UX Designer
No commissions, no bias the most honest financial advice I've received.
Rahul Verma
Business Analyst
Everything organised in one place I'm now prepared for taxes months early.
Meera Pillai
HR Manager
Portfolio overlap analysis saved me from an expensive mutual fund mistake.
Karan Agarwal
Investment Banker
As a dual-income couple, our financial chaos became one clear strategy.
Pooja & Tarun Shah
Dual-Income Professionals
Retirement planning finally feels achievable with a concrete roadmap in place.
Vikram Sharma
Senior Executive
Net worth tracking across all assets gave me a true picture of my wealth.
Lakshmi Devi
Government Officer
witched from a distributor to Novelty Wealth best financial decision I made.
Suresh Menon
Doctor
Identified cash-flow leaks and structured my goals with data-backed advice.
Sandeep Rao
Entrepreneur
Finally confident making long-term decisions I'd been putting off for years.
Deepak Kumar
Operations Director
Goal planning adapts as my life changes incredibly intuitive feature.
Sneha Krishnan
UX Designer
No commissions, no bias the most honest financial advice I've received.
Rahul Verma
Business Analyst
Everything organised in one place I'm now prepared for taxes months early.
Meera Pillai
HR Manager
Portfolio overlap analysis saved me from an expensive mutual fund mistake.
Karan Agarwal
Investment Banker
As a dual-income couple, our financial chaos became one clear strategy.
Pooja & Tarun Shah
Dual-Income Professionals
Retirement planning finally feels achievable with a concrete roadmap in place.
Vikram Sharma
Senior Executive
Net worth tracking across all assets gave me a true picture of my wealth.
Lakshmi Devi
Government Officer
witched from a distributor to Novelty Wealth best financial decision I made.
Suresh Menon
Doctor
Get a clear view of your finances and key insights in just 2 minutes.
Here's everything you need to know before getting started.
Contact usYes, Novelty Wealth is a SEBI-registered investment advisor that uses read-only access to connect your accounts; we can only view your data to provide advice, but never move or modify it. Your credentials are never stored on our servers, and we do not share your data with third parties. Ever.
Yes. As a SEBI Registered Investment Advisor (RIA INA000019415), we are legally required to act in your best interest at all times. Unlike distributors or brokers, we do not earn commissions from recommending specific products. Our only incentive is your financial outcome.
No. Novelty Wealth operates on a fee-only advisory model. We do not receive commissions, referral fees, or incentives from any mutual fund house, broker, or financial institution. This is what keeps our advice independent and aligned entirely with your interests.
Novelty Wealth is designed for upper middle-class professionals, dual-income couples, and serious long-term investors who are already investing but want a structured, framework-led approach to building wealth. If you're looking for stock tips or quick returns, we're probably not the right fit. If you're looking for disciplined, long-term wealth advisory, you're in the right place.
Most investment platforms are built around buying, selling, and tracking returns. Novelty Wealth is built around advice. We focus on helping you build a structured wealth framework, make coordinated financial decisions, and improve decision quality over time. We're not a trading platform or a fintech dashboard. We're an advice-first wealth management firm backed by SEBI registration.
A Wealth Check is a comprehensive review of your complete financial picture; investments, cash flow, tax efficiency, goal alignment, and portfolio structure. Most Wealth Checks uncover significant opportunities: tax inefficiencies, underperforming allocations, high fees, and missed savings. It's the first step toward building a structured, long-term wealth strategy.
