WHO WE ARE
EMPOWERING YOUR FINANCIAL FUTURE….
Novus Wealth is a boutique wealth advisory firm founded on the belief that financial success is not just about returns — it’s about clarity, confidence, and control.
Our team combines deep market expertise with personalized attention, offering a transparent, values-based approach to managing wealth.
Investment Advisory
Tailored portfolios built on data, discipline, and your financial goals — not market noise.
Financial Planning
From retirement to children’s education, we help design your life’s financial blueprint with clarity and care.
International Investment Access
Access curated offshore investment platforms, global ETFs, international bonds, and feeder funds for global diversification.
Mutual Fund Investment for NRIs
We help NRIs invest in India-based mutual funds while ensuring FEMA compliance, tax clarity, and easy repatriation where applicable.
“At Novus, we don’t just manage money — we manage your financial peace of mind.”
Striving to redefine trust in wealth management through performance, personalisation, and purpose. Here’s what people are saying about us:
FROM FIRST SALARY TO FINANCIAL INDEPENDENCE
“As a young executive, I wanted clarity. Novus gave me that and more — a plan, discipline, and financial confidence.”
-SHRUTI MALHOTRA, Marketing Manager
TRANSFORMING FAMILY WEALTH GOALS
“Novus brought structure to my family’s finances. They don’t just manage money — they manage peace of mind.”
– AMAN R., Entrepreneur
NEVER TOO LATE TO TAKE CHARGE
“I always managed the household, but never thought investing was for me. Novus Wealth changed guided me step by step, helped me start SIPs, and explained everything without jargon. Now, I track my own portfolio & feel financially independent.”
-SUNITA AGARWAL, Homemaker
Plan youR goals
PRODUCTS
Mutual Funds
At Novus Wealth, mutual funds are not just investment products—they are carefully selected building blocks of long-term wealth.
We help you invest across equity, debt, hybrid, and thematic mutual funds based on your financial goals, time horizon, and risk appetite. Our approach is research-driven, unbiased, and aligned with your life stages—whether you are building wealth, generating income, or preserving capital.
What sets our mutual fund advisory apart:
- Goal-based investing tailored to milestones like wealth creation, retirement, or legacy planning
- Independent fund selection across top fund houses, free from product bias
- Active portfolio monitoring & rebalancing to stay aligned with market conditions
- Tax-efficient strategies to optimize post-tax returns
- Transparent advice with a long-term wealth mindset
From first-time investors to seasoned market participants, we simplify mutual fund investing with clarity, discipline, and trust—so your money works harder while you stay focused on what matters most.
PMS & AIF
Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) are designed for investors seeking advanced, differentiated investment solutions beyond traditional markets.
These offerings provide access to professionally managed, high-conviction strategies across listed equities, private markets, structured investments, and thematic opportunities. We assist clients in selecting suitable PMS and AIF strategies based on their financial objectives, risk appetite, investment horizon, and overall portfolio allocation.
Our PMS & AIF advisory approach focuses on:
- Access to curated, high-quality strategies managed by experienced fund managers
- Deeper portfolio diversification across asset classes and investment styles
- Personalized allocation aligned with individual wealth goals
- Thorough due diligence on investment philosophy, risk factors, and structure
- Ongoing review and monitoring to ensure long-term alignment
PMS and AIF investments are typically suited for investors with higher risk tolerance and longer investment horizons, forming a strategic component of a well-balanced, long-term wealth plan.
novuswealth.in 