Novelty Wealth

Provides a purpose-trained AI wealth intelligence platform for Indian retail and family investors. The platform aggregates account-level data from banks, brokerages, and mutual fund providers to deliver unified portfolio analytics, goal-based planning, tax optimisation, and personalised financial insights via an AI assistant. It operates on a fee-only advisory model and focuses on delivering transparent, unbiased financial guidance, portfolio monitoring, and family-level dashboards to simplify multi-account financial decision-making.