Neo Wealth
Finance
Only for iPhone
Free
iPhone
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
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Minor bugs fixed
The developer, Neo Wealth Management Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Neo Wealth Management Private Limited
- Size
- 104.7 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- ©2024 Neo Wealth