Neo Wealth
1K+
Downloads
Everyone
info
About this app
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.
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.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection
Data is encrypted in transit
You can request that data be deleted
What’s new
Minor bug fixes
App support
About the developer
NEO WEALTH MANAGEMENT PRIVATE LIMITED
developers@neo-life.in
903, B-wing, 9th Floor, Marathon Futurex,
Mafatlal Mills Compound, N.m. Joshi Marg, Lower Parel,
Mumbai, Maharashtra 400013
India
+91 98221 28312
