Novelty Wealth: AI for Finance

Our AI helps you spot underperforming mutual funds, rebalance your portfolio and optimise taxes before inefficiencies cost you.

India’s SEBI-registered AI wealth advisory platform for modern investors.

Novelty Wealth combines AI intelligence with unbiased advisory to help you make smarter financial decisions across Mutual Funds, ETFs, Stocks, NPS, EPF, Fixed Deposits, Bank Accounts and more - all in one secure, private space.

Built for affluent Indian families who want clarity, confidence and control over their money.

AI-Powered Wealth Intelligence with 100% Encrypted Data

Ask anything about your money. Our purpose-built AI understands Indian personal finance and your portfolio context.

• Portfolio analysis • Tax optimisation insights • Asset allocation review • Investment performance breakdown • What-if scenario planning • Mistake detection & course correction

No jargon. No judgement. Just clarity.

SEBI-Registered, Unbiased

We are a SEBI Registered Investment Advisor (RIA). This means:

• No commission-driven product pushing • No hidden incentives • Advice aligned with your goals • Transparent, subscription led advisory

Your interest comes first. Always.

Complete Wealth View in One Place

Track and analyse your entire financial life:

• Mutual funds • Stocks & demat holdings • Bank accounts • Cash & liquidity • Family net worth view • Asset allocation across categories

Secure, consent-based data sharing powered by India’s Account Aggregator ecosystem.

Tax & Cost Optimisation

Most investors unknowingly lose ₹40,000+ annually to:

• Hidden commissions • Poor asset allocation • Idle cash • Tax inefficiencies • Underperforming investments

Novelty Wealth identifies optimisation opportunities so you can keep more of what you earn.

Wealth Check-Up in One Prompt

Get a full AI-powered wealth review instantly.

• Portfolio strengths & gaps • Risk assessment • Tax insights • Liquidity health • Rebalancing suggestions

Think of it as your personal financial second opinion.

Upgrade to Novelty Wealth Pro

For serious investors who want deeper control, unlock advanced AI-powered wealth intelligence.

• Full portfolio rebalancing guidance • Drift detection alerts • Hidden cost & leakage identification • Advanced Nova AI analysis across assets • Goal-based planning & optimisation • Priority advisory support

Pro is built for families who want to stay ahead - not react later.

Built for Families

• Family-level tracking • Privacy mode • Shared financial visibility • Long-term goal planning

Designed for modern Indian households with ₹15L - ₹5Cr+ net worth.

Private. Secure. Confidential.

• Your data is encrypted • Access is consent-based • You control what is shared

A safe space to discuss money - without judgement.

Who is this for?

• Working professionals • DINK couples • Business owners • HNIs seeking unbiased advice • Anyone tired of commission-driven selling

Download Novelty Wealth today and experience AI-powered, SEBI-registered wealth advisory built around your interests - not commissions.

Terms of Use (EULA): https://www.noveltywealth.in/terms-and-conditions