Neo Wealth

Neo Wealth is your one-stop solution for real-time insights on your portfolio performance – anytime, anywhere.

It empowers you with all the tools to make informed, confident decision.

Here’s how Neo Wealth transforms your investment experience:

Get A Simplified Overview Of All Your Investments

• Manage your portfolio in one app—no more juggling platforms or spreadsheets.

• Get real-time snapshots of investment value, asset allocation, and performance metrics.

• Quickly assess portfolio health or dive into asset details for a deeper look.



Make Informed Investing Decisions With Smart Analytics

• Advanced tools reveal portfolio trends, exposure, and diversification insights.

• Benchmark against markets and adapt strategies with actionable data.

• Neo Wealth empowers you with insights beyond basic tracking.



Enjoy Dynamic Reporting At Your Fingertips

• Generate tailored reports on asset breakdowns, transaction summaries, and performance metrics.

• Choose PDF or Excel formats for secure sharing and easy storage.

• Stay informed with reports suited to your needs, anytime.



Stay On Top Of the Markets With Curated News

• Access timely, relevant news on market trends and economic events.

• Insights are personalized to your investments, enabling informed decisions.

• Get up-to-date context with a quick scroll or an in-depth read.



Get Direct Access To Your Financial Team

• Connect with your Relationship Manager and Client Service Officer easily.

• Receive updates and alerts on reports or changes impacting your portfolio.

• Neo Wealth keeps your financial team just a message away.



Experience Enhanced Security For Peace of Mind

• High-level encryption and secure access protocols keep your data safe.

• Password-protected files ensure the privacy of sensitive information.

• Robust security measures allow you to focus on investments worry-free.



Navigate Effortlessly With An Intuitive Design

• User-friendly layout for quick access to your portfolio, reports, insights, and communications.

• Save time by finding what you need quickly, focusing on your financial goals.



Experience Investment Management at its Best.



Member Name: Neo Wealth Management Pvt Ltd

SEBI Reg. No.: INZ000306537

NSE Trading Member Code: 90296

BSE Trading Member Coder: 6792

Registered Exchange: NSE, BSE

Exchange approved segments: BSE/NSE: Cash, Future & Options, Currency Derivatives, Debt



Member Name: Neo Wealth Partner

SEBI Investment Adviser Reg. No. INA000017958

AMFI Reg. No. ARN 118471

BASL Member: 1994