Naveen Changoiwala

Co-Founder

Bengaluru, Karnataka, India7 yrs 2 mos experience

Highly StableAI Enabled

Key Highlights

Co-founder of a transformative wealth management platform.
Expertise in managing large investment funds across asset classes.
Strong background in accounting standards and financial advisory.

Stackforce AI infers this person is a Fintech expert with strong investment management and financial advisory skills.

Contact

Skills

Core Skills

Financial PlanningBusiness ManagementInvestment ManagementAsset ClassesInfrastructure InvestmentInvestment Deal StructuringAccounting Advisory

Other Skills

AI TechnologyAccountingAuditingCorporate FinanceData-linkingEnrolled ActuaryFinanceFinancial AccountingFinancial AnalysisFinancial ReportingFund ManagementHedge AccountingHedge FundsIFRSIncome Tax

About

True financial success comes from having both the right strategy and the peace of mind to execute it confidently. At Novelty Wealth, we're transforming wealth management from an exclusive service into an accessible solution for everyone. What makes us different: ✓ SEBI-registered expertise meets cutting-edge AI technology and secure & seamless data-linking ✓ 360° financial planning - investments, taxes, insurance & budgeting - Not just you, but your Family! ✓ NovaAI: Your 24/7 personal finance assistant for instant guidance & anything money! 🚀 Ready to Unlock Your Wealth's True Potential for Your Whole Family? Download "Novelty Wealth" App Today! We are a SEBI Registered Investment Advisor (INA000019415)

Experience

Novelty wealth

Co-Founder

Apr 2024 – Present · 1 yr 11 mos · Bengaluru, Karnataka, India · On-site

True financial success comes from having both the right strategy and the peace of mind to execute it confidently.
At Novelty Wealth, we're transforming wealth management from an exclusive service into an accessible solution for everyone.
What makes us different:
✓ SEBI-registered expertise meets cutting-edge AI technology and secure & seamless data-linking
✓ 360° financial planning - investments, taxes, insurance & budgeting - Not just you, but your Family!
✓ NovaAI: Your 24/7 personal finance assistant for instant guidance & anything money!
🚀 Ready to Unlock Your Wealth's True Potential for Your Whole Family?
Download "Novelty Wealth" App Today!
We are a SEBI Registered Investment Advisor (INA000019415)

Business ManagementFinancial PlanningAI TechnologyData-linking

Miras management ltd

Investment Professional

Jul 2020 – Mar 2024 · 3 yrs 8 mos · Dubai, United Arab Emirates

Part of investment team investing globally across asset classes (public equities, private debt, real estate, hedge funds and PEVC) managing ₹40,000+ crore fund.

Investment ManagementAsset ClassesPublic EquitiesPrivate DebtReal EstateHedge Funds+1

National investment and infrastructure fund (niif)

Investment Professional

Apr 2019 – Jun 2020 · 1 yr 2 mos · Mumbai Area, India

Part of the infrastructure investment team managing ₹10,000+ crore fund.

Infrastructure InvestmentFund Management

Temasek

Summer Intern

Apr 2018 – May 2018 · 1 mo · Mumbai, Maharashtra, India

Part of the investment deal team of ₹1000 crore investment in AU SFB at ₹20,000+ crore valuation.

Investment Deal StructuringValuation

Pwc

Senior Associate

Dec 2016 – May 2017 · 5 mos · Mumbai Area, India

Worked in the Accounting Advisory Services including implementation of Ind AS, IFRS, US GAAP and Hedge Accounting.
Worked majorly on Insurance Ind AS Implementation projects.

Accounting AdvisoryInd ASIFRSUS GAAPHedge Accounting

Pwc india

Article Trainee

Aug 2013 – Aug 2016 · 3 yrs · Mumbai Area, India

Worked in the Accounting Advisory Services including implementation of Ind AS, IFRS, US GAAP and Hedge Accounting.
Worked majorly on FMCG Ind AS Implementation projects, IT US GAAP Implementation projects and Hedge Accounting Implementation projects.

Accounting AdvisoryInd ASIFRSUS GAAPHedge Accounting