Still managing money in Excel sheets and 10+ apps? Check out Novelty Wealth - Grow your family wealth with SEBI-Advisor guidance + Smart AI Personal Finance & Investment App for your whole Family.

1. Family Wealth Management Made Simple
Wealth is a family affair. Manage your family's financial planning in one place:
> Add spouse, children, and parents
> Track individual and combined asset allocation, smartly plan tax-efficient family investments
> Plan shared goals: home purchase, children's education, wedding, retirement
> Budget and monitor family expenses effortlessly

2. One Place to Manage All Your Money - All Your Assets for All Your Family! All automatically updated securely
No more jumping between apps or spreadsheets. Securely link all your and your family accounts:
> Mutual Funds (All AMC, All platforms, Equity, Hybrid, Debt, etc via SEBI-regulated MF Central)
> Demat, Stocks & ETFs accounts (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 much more
Track your net worth, portfolio performance, taxes, income, and expenses in real time with seamless integration.

3. Meet NovaAI - Your Personal Finance Smart AI Assistant
Chat with your finances using our smart AI. You need to just ask:
> "How much did I spend on Zomato last month?"
> "What's my SIP return after tax?"
> "How much I have in Large cap, Mid cap, Small cap, Flexi cap funds?"
> "Can I retire at 50 with my current savings?"
> "Which mutual fund is underperforming in my portfolio?"
NovaAI provides instant, personalised advice with your personal finance context, keeping you updated 24x7.

4. Personalised Investment Strategy & Action Plan
Once your data is linked, we create a personalised wealth plan:
> Portfolio review and rebalancing alerts
> Performance analysis with benchmark comparison
> Asset allocation recommendations (Aggressive, Moderate, Conservative based on risk profile)
> Tax planning and tax saving strategies
> Goal timelines and required savings

5. Expert SEBI-RIA Advice - Trusted & Transparent
> SEBI Registered Investment Advisor
> All data fetches using SEBI and RBI regulated sources with full control in your hand
> Fiduciary responsibility - no commission, no hidden charges, no misselling
> Unbiased, regulated advice backed by expert research
> Alpha generation strategies for long-term growth

6. Advanced Features for Smart Investing
> Daily portfolio tracking across equity, debt, and hybrid funds
> SIP, STP, SWP management and optimisation
> Historical performance analysis and volatility assessment
> Buy/sell/redeem recommendations based on market conditions
> EMI planning for car and home loans
> Instant risk score assessment

7. Bank-Grade Security & Compliance
Your data is encrypted, stored securely, and always under your control. SEBI and RBI regulations protect your financial information. Delete anytime you wish.

8. Seamless Integration with Top Platforms
Connect effortlessly with:
> Brokers: Zerodha, Groww, HDFC Securities, ICICI Direct
> Banks: SBI, HDFC Bank, ICICI Bank, Axis Bank, Kotak Mahindra
> Mutual Fund platforms and trading accounts

Use Novelty Wealth to:
> Track your entire family wealth (MFs, stocks, banks, and more)
> Plan financial goals and monitor progress
> Chat with your finances using NovaAI
> Get SEBI-registered advisory support
> Diversification and style analysis
> Tax optimisation and money management

Whether you're building wealth or managing it - we help you do it better, smarter, and free from commission bias.

Website: https://www.noveltywealth.in
SEBI RIA License No. INA000019415
Company: FW Fintech Private Limited

Download Now and Unlock Your Wealth's True Potential with Easy, Simple, and Smart family financial planning!