Welcome to neoFIRST, the future of personalized wealth management
Neo First
What is it about?
Welcome to neoFIRST, the future of personalized wealth management. Designed with your financial success in mind, Neo Reporting offers a comprehensive overview of your investments, empowering you with the knowledge to make informed decisions.
App Screenshots
App Store Description
Welcome to neoFIRST, the future of personalized wealth management. Designed with your financial success in mind, Neo Reporting offers a comprehensive overview of your investments, empowering you with the knowledge to make informed decisions.
Key Features:
- Intuitive Dashboards: Navigate your financial landscape with ease. Our dashboards provide a quick overview of your portfolio's performance, including real-time updates on stocks, mutual funds, and more.
- Analytics: Dive deeper into your investments with our detailed analytics. Understand your holdings, asset allocation, and performance metrics to optimize your investment strategy.
- Custom Reports: Generate custom reports tailored to your preferences. Whether it's for tax purposes, investment analysis, or tracking growth, get the information you need when you need it.
- Secure and Private: Your financial privacy is our top priority. Enjoy secure access to your investment information with industry-leading encryption and privacy protocols.
Member Name: Neo Wealth Management Pvt Ltd
SEBI Registration Number: 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
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