Novelty Wealth: Money Planner

SEBI-Registered Investment Adviser | All-in-One Family Money App Novelty Wealth is a SEBI-registered investment adviser and a unified money planning app for you and your family. Track expenses, investments, and net worth in one secure place. We are 100% commission-free and unbiased — we don’t sell products. With NovaAI, your AI finance assistant, get personalised insights and a portfolio aligned to your goals, risk profile, and timeline — so you can make confident, long-term decisions. 1. All Your Money. One Dashboard. Securely link and track: • Mutual Funds (All AMC, All platforms, Equity, Hybrid, Debt, etc via SEBI-regulated MF Central) • Demat, Stocks & ETFs (Zerodha, Groww, Dhan, etc via RBI-regulated Account Aggregator) • Bank Accounts & Fixed Deposits (HDFC, ICICI, SBI, Axis Bank, Kotak, etc via RBI-regulated Account Aggregator) • Credit Cards, Insurance, EPF, NPS and more Monitor net worth, portfolio performance, asset allocation, taxes, income, and expenses in real time. 2. Family Finance in one place, Simplified • Add spouse, children, parents • Track individual and combined asset allocation, and smartly plan tax-efficient family investments • Plan shared goals: home, education, retirement, wedding • Monitor household expenses with smart categorisation Wealth is clearer when viewed as a family. 3. Meet NovaAI — Your Personal Finance Assistant Ask anything about your money: • How much did I spend last month? • What’s my SIP return after tax? • How much do I have in large cap vs mid cap funds? • Can I retire at 50? • Which fund is underperforming? NovaAI understands your financial context and responds instantly with personalised advice, available 24x7. 4. Personalised Wealth Strategy Once your data is linked, we build your plan: • Portfolio tracking & rebalancing alerts • Asset allocation guidance • Tax planning & saving insights • Goal projections & required savings Structured. Forward-looking. Disciplined. 5. SEBI-RIA Advice. Trusted & Transparent. • SEBI Registered Investment Adviser • Fiduciary - no commission, no hidden charges, no mis-selling • Advice aligned to your interests, unbiased & regulated backed by expert research • Data sourced via regulated SEBI & RBI frameworks under your complete control 6. Advanced Investing Tools • Daily portfolio monitoring • Performance & volatility analysis • Buy/Sell/Review suggestions • EMI & loan planning tools 7. Security & Compliance • Bank-grade encryption • Data under your control • Delete anytime • Built within SEBI & RBI regulatory standards 8. Seamless Integration with Leading Platforms • Brokers: Zerodha, Groww, HDFC Securities, ICICI Direct • Banks: SBI, HDFC, ICICI, Axis, Kotak and more • Mutual Fund platforms and trading accounts 9. Novelty Wealth Pro (For Deeper Insights) Built for long-term wealth builders. • Deeper portfolio health and allocation analysis • Smart cashflow insights • Long-term goal projections • Rebalancing signals & monitoring alerts • Enhanced tracking and clarity across assets Use Novelty Wealth To: • Track complete family net worth • Plan goals with clarity • Chat with your finances via NovaAI • Access SEBI-registered advisory • Optimise taxes and money decisions Website: https://www.noveltywealth.in SEBI RIA License No. INA000019415 Company: FW Fintech Private Limited