| 開發人員: | Neo Wealth Management Private Limited (4) | ||
| 價錢: | 免費 | ||
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| App Store | |||
描述
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
價錢
- 今天: 免費
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開發人員
- Neo Wealth Management Private Limited
- 平台: iOS 應用程式 (4)
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其他資訊
Neo Wealth 縮短網址: 已複製!- 🌟 分享
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