Mutual Fund Distribution
Carefully selected investments aligned to your goals, timeline, and comfort with risk.
Discuss your goals
Thoughtful advice. Disciplined growth.
Grow wealth with clarity and confidence.
Personalized financial advisory and mutual fund distribution for individuals and families building a brighter tomorrow.
Oct 2024
Established
25+ years
Combined experience
Client-first
Our approach
Our identity
Clear guidance. Smarter investing.
Novus Financial Services was founded to simplify investing and bring transparent, honest guidance to a cluttered market.
Our recommendations begin with one question: would we confidently recommend this to our own family? That principle keeps every plan grounded in clarity, discipline, and your long-term interests.
Simple & jargon-free
Disciplined growth
Clarity & safety first
What we offer
A plan for every chapter.
Clear, goal-led services built around where you are today and where you want to go.
Goal-Based Planning
A clear financial roadmap for education, home ownership, family milestones, and more.
Discuss your goalsRetirement Planning
Disciplined strategies designed to help you build and preserve lasting financial independence.
Discuss your goalsPortfolio Review
An objective review to simplify scattered investments and keep your wealth plan on course.
Discuss your goalsInsurance Planning & Advisory
We help you identify the right insurance protection based on your income, family responsibilities, financial goals, existing coverage, and personal risk profile. From Term and Health Insurance to Critical Illness, Accident and other protection needs, we help you understand your requirements and make informed insurance decisions.
Discuss your goalsFixed Income
Fixed income investments are designed to provide relatively predictable income and help preserve capital. They include investments such as government and corporate bonds, certificates of deposit (CDs), and money market instruments. Compared with equities, fixed income investments generally have lower price volatility, although they still carry risks such as interest-rate, credit, inflation, and liquidity risk.
Discuss your goalsPlan with numbers
See how your money can grow.
Move the sliders to explore a one-time investment, a monthly SIP, or the corpus you may need for retirement.
₹ 10,000
12% p.a.
15 years
Projected value
₹ 50,45,760
- Total invested
- ₹ 18,00,000
- Estimated gains
- ₹ 32,45,760
- Monthly SIP
- ₹ 10,000
Illustrative projections only, based on an assumed constant return. Actual mutual fund returns vary and are not guaranteed.
Turn this into a real plan
Mutual fund investments are subject to market risks.
Built on trust
Guidance that keeps you anchored.
“Our greatest asset is our ability to keep you calm, disciplined, and aligned with the milestones that matter.”
The Novus wealth manifesto
25+ years
Combined financial-services experience
Client-first
Transparent, family-minded recommendations
Long-term
Disciplined, goal-aligned wealth creation
Why Novus
Confidence comes from knowing your plan has a purpose.
We are built on transparent conduct, disciplined frameworks, and personal relationships that can last for generations.
01
Personalized guidance
Every recommendation reflects your unique goals, finances, and timeline.
02
Transparent & ethical
Risks, commissions, and investment horizons are explained clearly.
03
Long-term planning
We favour patient, compounding-led strategies over speculation.
04
Client-first service
Direct founder access and prompt, personal attention at every stage.
Our leadership
Experience you can speak to directly.
Neil Leo Dsouza
Co-Founder · Personal Wealth Management
10+ years experience
Neil Leo Dsouza brings over 10+ years of deep industry experience in financial services and personal wealth management. Having steered major clients through distinct market cycles, he focuses on helping individuals and families build sustainable long-term wealth through disciplined, non-speculative investment strategies and hyper-personalized guidance.
“Sustainable wealth is not built overnight through speculation; it is harvested over decades through consistent, calm, and structured discipline.”
Shashikala N Shervegar
Co-Founder · Operations & Investment Processing
15+ years experience
Shashikala N Shervegar brings over 15 years of operational mastery in financial services with specialized expertise in investment compliance, onboarding operations, and seamless client servicing. She ensures that every onboarding step is intuitive and error-free, delivering an outstanding operational experience.
“Our goal is absolute precision in processing. Behind every great wealth plan is an impeccable operational framework that gives the client absolute peace of mind.”
Client voices
Trusted by those who invest with us.
The team at Novus Financial Services offers top-tier support for mutual fund SIPs and market investments. Their expert advice, transparent process, and timely updates have made a real difference in managing my wealth. I highly recommend their investment advisory services.
Sujith Prathap
Proprietor, My Tree Carvings
Working with Novus Financial Services has been a genuinely smooth experience. From setting up my mutual fund investments to building out my broader portfolio, the team has been prompt, transparent, and always ready to explain things clearly whenever I had questions. It's reassuring to have people who actually take the time to guide you rather than just push products. Glad to have Novus as part of my investment journey — looking forward to growing together.
Suhail Rehman
CEO / Co-Founder, Simba Foods LLP
Novus guys are knowledgeable in MF investment, excellent in their advisory. I have been associated with Novus people in my wealth building journey. Thank you Novus.
Udaya Krishna
Asst. Gen. Manager, AAI (Retd)
My journey with Novus Financial Services has been wonderful. The team is knowledgeable, responsive, and genuinely cares about my financial goals. They have made investing simple and stress-free for me. I am happy to have them as a part of my financial journey and would highly recommend them.
Amol Suvarna
Vice President- Corporate General Insurance
Hover or focus on the testimonials to pause the scroll.
Partner with confidence
Let’s begin with a conversation.
Tell us what you are planning for. Our team will connect with you to understand your goals and outline the next steps.
Call us+91 72592 49555 · +91 72592 50555Email usgrow@novusfinancials.com
novus.mangalore@gmail.com
novus.mangalore@gmail.com
Visit usDoor No. 4-3-306/3, Ground Floor, No. G3, Pio Mall, Jail Road, Bejai, Mangalore – 575004
Common questions
Clear answers, before we begin.
Who can work with Novus?
We support individuals and families at different stages—from first-time investors to those planning retirement or reviewing an existing portfolio.
How do you recommend investments?
We begin with your goals, timeline, financial position, and comfort with risk. Recommendations are explained clearly before any decision is made.
Can you review my existing mutual funds?
Yes. We can review your current holdings, identify overlap or gaps, and discuss whether they remain aligned with your long-term goals.
Are mutual fund returns guaranteed?
No. Mutual fund investments are subject to market risks, and returns cannot be guaranteed. We focus on informed selection, suitable risk, and long-term discipline.
What should I bring to the first conversation?
A broad view of your goals, current investments, regular commitments, and any questions is enough to begin. We will guide you through the rest.