AMFI Registered • IRS-Registered Tax Preparer • PTIN P03472019
Most advisors pick funds. We engineer your after-tax wealth. As an AMFI-Registered Advisor and IRS-Registered Tax Preparer, we eliminate tax leakage across your entire portfolio — so every rupee you earn works harder.
Who We Serve
Choose your profile — we’ll show you exactly how NovaRock Advisory can help you build and protect wealth.
Salaried Professional
You earn well — but your employer’s TDS is likely higher than it should be. With smart 80C, NPS, and 80D planning, most salaried Indians can save ₹50,000–80,000 in tax every year legally.
NRI • H-1B • OCI Holder
Managing investments in India while filing taxes in the US? DTAA treaty benefits, FBAR, PFIC rules, and NRE/NRO accounts — we handle both sides so you never pay tax twice or miss a deadline.
Not sure which applies to you? Message us directly — we’ll figure it out together.
Credentials
As an AMFI registered mutual fund advisor and IRS registered tax preparer, we operate with complete transparency and in full compliance with SEBI regulations and US IRS standards.
Association of Mutual Funds in India
IRS Preparer Tax Identification Number
What We Offer
From investment planning to retirement strategies, we provide end-to-end financial advisory services tailored to your unique goals.
Expert guidance on selecting and managing mutual fund investments aligned with your financial objectives and risk tolerance.
Learn More →Strategic portfolio construction with regular rebalancing to optimize returns while effectively managing risk.
Learn More →Comprehensive planning to secure your post-retirement lifestyle through disciplined wealth accumulation strategies.
Learn More →Build a dedicated corpus for your children's higher education with smart, long-term investment approaches.
Learn More →Optimize your tax liability through strategic investments in tax-efficient instruments and comprehensive planning.
Learn More →Comprehensive insurance solutions to protect your family's financial security in every situation.
Learn More →IRS Registered Tax Preparer (PTIN P03472019) — US federal tax return preparation for NRIs, H-1B, F-1 visa holders, and India-US DTAA cases.
Learn More →Why Choose Us
As a SEBI-compliant advisory firm, we're committed to delivering exceptional, transparent financial planning services backed by AMFI registration, IRS authorisation, and ethical practices.
Fully compliant with SEBI Investment Adviser Regulations, ensuring ethical and transparent advisory services for your peace of mind.
ARN-344268 | AMFI Registered Financial Advisor with expertise in mutual fund investments and comprehensive financial planning.
Transparent, unbiased advice tailored to your unique financial goals and risk profile. Your success is our only priority.
Disciplined investment strategies based on thorough research and analysis, not speculation, trends, or market noise.
Your personal and financial information is protected with industry-standard security measures and strict confidentiality.
Regular portfolio reviews and continuous guidance to keep you on track towards achieving your long-term financial goals.
Educational insights to help you make better financial decisions
New rules effective July 2026: Banks can't force-sell products with loans, use dark patterns, or sell unsuitable products. Full refunds if mis-selling proven.
In-depth breakdown of ₹12.2L Cr capex, defence boost, sector winners/losers, and how to reposition your portfolio for maximum returns.
Understand how the new BER framework and cost caps could change your mutual fund returns in 2026.
Limited Time Offer
As a new firm, we're offering exclusive benefits to our first 25 clients. Join us early and be part of our success story.
Reduced advisory fees for the first 12 months of service. Lock in preferential pricing.*
Complimentary comprehensive financial plan (Worth ₹5,000) covering all aspects of your financial life.
Exclusive access to priority consultation slots and personalized portfolio review sessions.
Honest feedback on our service quality and performance
A testimonial if you're satisfied with our advisory services
Referrals to friends and family who might benefit from our services
*Limited to first 25 clients. Terms & conditions apply. Standard SEBI-compliant advisory fees apply after promotional period. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully.
Only few Spots Remaining
How to keep ₹50,000–80,000 more per year — legally, using FY 2025-26 rules.
⬇️ Download Free Playbook (PDF)8 pages • Free • FY 2025-26 rules • No signup required
Client Reviews
Real reviews from real clients on Google — 5 stars across the board.
“They helped me select the right mutual fund that suits my investment style perfectly. A good investment is one that gives you peace of mind — and that’s exactly what happened. I no longer worry about choosing the right plan because it’s already taken care of. I recommend NovaRock Advisory to anyone who wants to invest without worry.”
Harjinder Kaur
Mutual Fund Client • Google Review
“I got health insurance through NovaRock Advisory and it was a genuinely great experience. They have very in-depth knowledge, gave me complete clarity, and truly understood my perspective — which is why they recommended the best option for me.”
Jaskaran Singh
Insurance Client • Google Review
“Most firms focus on sales and push pre-planned products without thinking about what actually suits you. NovaRock Advisory is different — they solve your problem first. You get a plan built around your individual needs, not a product they want to sell.”
Rinku Singh
Financial Planning Client • Google Review
“The risk quiz on the website was genuinely useful — it helped me identify my investment profile and I received the best recommendations suited to my money and goals. Simple, clear, and effective.”
Narinder Kaur
Investment Planning Client • Google Review
“Choosing NovaRock Advisory for my life policy was one of the best decisions I’ve made. I’m not very experienced in financial management, but their guidance made everything simple and clear. They truly make financial planning easy.”
Kashmir Singh
Life Insurance Client • Google Review
Schedule a consultation today and take the first step toward financial independence.
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