Portfolio intelligence for considered decisions

Your wealth. One intelligent view.

Understand what you own, research what comes next, and plan where your money should go—all with Novekra intelligence across the experience.

Portfolio, Invest, and Plan tools are available in Beta. Trade is coming soon. The preview uses illustrative data and is not financial advice.

Product preview

Illustrative view · not live data

Sample

Illustrative portfolio

₹24,80,000

Up 8.4% over sample period

Equity

52%

Fixed Income

24%

Cash

14%

Gold

10%

Review queue

Illustrative

Portfolio concentrationReview

Goal allocationOn track

Long-term goal68% funded

Ask Novekra · example

“Where is this sample portfolio most concentrated?”

Equity is the largest allocation in this illustrative view. Review sector and security-level concentration before drawing a conclusion.

Portfolio Â· Understand what you own

See your financial world clearly.

Bring holdings, performance, income, risk, and net worth into one connected view.

View Portfolio

Portfolio intelligence

One connected financial picture

Illustrative

Asset groups4

Equity52%

Fixed Income24%

Cash14%

Gold10%

Allocation

4 asset groups

Income

3 tracked sources

Risk review

1 item to review

Research workspace

Illustrative Â· not live

Watchlist thesis

Review assumptions

In review

Mutual Fund plan

Monthly contribution model

Modeled

Allocation decision

Reasoning recorded

Documented

Invest Â· Research what may come next

Research before you decide.

Organize ideas, review research, model scenarios, and keep the reasoning behind investment decisions in one place.

Open Watchlist Mutual Fund tools

Watchlist, research, decision journal, and planning tools are available. Full security discovery and Mutual Fund Explore are coming later.

Plan Â· Decide where money should go

Turn decisions into a financial plan.

Connect goals, cash flow, debt, protection, and capital allocation with long-term planning.

Goals & FIRE

Financial plan

Progress with purpose

Illustrative

Long-term goal68%

Emergency reserve82%

Debt reduction46%

Goals

Connected

Cash flow

Reviewed

Allocation

Planned

Intelligence across your workspace

Ask with context.

Ask Novekra to help review information across Portfolio, Invest, and Plan while keeping private workspace access behind authentication.

Ask Novekra

Portfolio allocationResearch notesGoal progress

Where is this sample portfolio most concentrated?

Illustrative response

Equity is the largest allocation in this illustrative view. Review sector and security-level concentration before drawing a conclusion.

Static product preview. No AI request is made from this section.

Trade

Coming Soon

From research to actionâ€”when Trade arrives.

Trade execution is not currently available. The Trading Journal is available now for recording and reviewing decisions, execution, and outcomes.

Open Trading Journal

Trust through product clarity

Built around clear boundaries.

Novekra states what is private, what is illustrative, and what is not available yet.

Authenticated workspace

Private financial modules remain behind the existing sign-in boundary.

Illustrative previews

Homepage examples are static presentation data, not a real account or live market feed.

Server-side credentials

Broker and provider credentials are kept out of the public homepage client.

Clear availability

Trade and incomplete research capabilities are labeled before they are available.

A clearer financial workspace

Bring the next decision into view.

Start with your portfolio, explore planning tools, or ask Novekra to review the context already organized in your private workspace.

Try public Mutual Fund planning tools