A Modern Platform for Managing Wealth
Novelty Wealth helps you see your complete financial picture in one place and make better decisions with clarity. It combines NovaAI-backed money management with SEBI-registered investment advisory support.
Who We Are
Made in India, Novelty Wealth is built for India’s emerging affluent who want clarity across every part of their financial life. We combine a wealth platform with SEBI-registered investment advisory to help you move from fragmented tracking to a more complete, decision-ready view of your money.
We believe in the ‘visibility first, then better decisions’ motto. The app helps you stay on top of spending and investments, while NovaAI helps you interpret what the numbers mean for your goals.
Why Novelty Wealth?
SEBI-Registered Investment Adviser
We operate under SEBI RIA Registration INA000019415 with BASL Membership BASL2191. This anchors our advisory services to regulated standards and disclosures.
Effortless Tracking: Set up once, auto-update
Connect your accounts once, and your financial picture updates automatically. You don’t have to rely on spreadsheets or manual entries to stay on top of spending, investments, and net worth.
0% commission, no product pushing
We are unbiased and do not earn product commissions. The app store listings also state 0% commission, so advice is not driven by selling products.
Clear data consent, always
If you link accounts, data is accessed through consent-based frameworks like Account Aggregator and mutual fund rails such as MF Central, CAMS, and KFintech, with control to withdraw consent.
Your personal finance NovaAI assistant
Ask NovaAI questions about your money and get fast, personalized answers using your linked data, like spending patterns, portfolio movement, and goal progress. It’s built to help you make decisions with more clarity.
How we make money
We operate on a subscription-based model. Users pay a transparent subscription fee for access to the Novelty Wealth platform. We do not earn commissions from financial products.
Our Mission
Novelty Wealth aims to democratize unbiased wealth advisory for affluent India through AI-powered, privacy-first financial planning. We empower investors with the knowledge, safety, and structure needed to make smarter decisions. By helping you track the right products and access meaningful insights, we make building long-term financial wellness effortless and crystal clear.
Our Vision
Invest with knowledge and safety. We are building a platform where visibility, discipline, and sound advice come together, so wealth management feels clear, steady, and accountable across life stages and family goals.
How We Work
Wealth Check-up
We start by understanding your current setup, goals, and risk comfort. If you choose to link data, it happens through consent-led rails like AA and mutual fund integrations.
Insights + Goal Plan
We translate your numbers into practical insights, highlight gaps, and build a goal-led plan that fits your timeline and risk profile, supported by platform tools and advisory services.
Ongoing Tracking + Reviews
Your plan stays alive through ongoing tracking, portfolio monitoring, and periodic reviews, so decisions keep pace with life changes and market movement.
Take a Glimpse of our Application
Our Impact
The Minds Behind
Join Our Team
If you want to build a calmer, clearer money experience for Indian families, we would like to hear from you. Send us your profile and what you want to work on.
Write to Us