Wealth Management Consultant

Company Description

Novelty Wealth is a SEBI-registered investment adviser and wealth platform designed to simplify financial planning for affluent Indian families. Through a fee-only advisory model, secure IndiaStack infrastructure, and AI tailored specifically for Indian personal finance, we empower professionals to make informed financial decisions. Clients benefit from end-to-end financial planning in investments, taxes, insurance, and cash flow management, often discovering significant annual savings. Novelty Wealth prioritizes privacy, transparency, and offering a safe space for honest financial discussions. Our platform is available on iOS and Android, enabling seamless management of finances without mis-selling or unnecessary product pushing.

Role Description

We are seeking a full-time, on-site Personal Finance Researcher based in Bengaluru to support our wealth advisory and AI-driven ...