# Neo Wealth

> Comprehensive investment portfolio management with real-time insights and financial team access. (iPhone/iPad app by Neo Wealth Management Private Limited.)

- Source: https://appshunter.io/ios/app/neo-wealth/id6670383141 (this page in markdown: same URL + `.md`)
- Developer: [Neo Wealth Management Private Limited](https://appshunter.io/developer/1635971618)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 102 MB
- Languages: American English
- Released: 2024-12-17
- Data updated: 2026-08-06
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/neo-wealth/id6670383141/reviews.md

## What is 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

## Key features

- Consolidated portfolio management
- Real-time performance tracking
- Smart analytics and insights
- Customizable report generation
- Curated market news
- Direct financial team access
- Enhanced security features

## Recent user reviews (3 of 3)

All indexed reviews: https://appshunter.io/ios/app/neo-wealth/id6670383141/reviews.md

### 5/5 — Super App

*2025-05-02, version 1.1.54*

Super easy to track my wealth now.

### 5/5 — Great App

*2025-03-11, version 1.1.9*

This app makes everything simple and easy to understand. The interface is sleek , user-friendly and picked with powerful features.

### 5/5 — Amazing App

*2025-02-12, version 1.1.8*

I'm not financially savvy, but this app makes it easy for me to understand my wealth! The interface is sleek and user-friendly, with clear and concise information that's easy to digest. I love how it breaks down complex financial data into simple, actionable insights. The app has saved me so much time and stress when it comes to managing my finances. 10/10 would recommend!

## Frequently asked questions about Neo Wealth

### What is Neo Wealth?

Neo Wealth is a finance app designed to provide real-time insights into your investment portfolio performance. It allows you to manage all your investments in one place, make informed decisions with smart analytics, and generate dynamic reports.

### Is Neo Wealth free to use?

Yes, Neo Wealth is available for free. The app does not have any associated costs for download or usage, and it does not contain advertisements.

### What devices does Neo Wealth support?

Neo Wealth is available on iPhones and iPods. The app is designed to run on iOS devices, offering a seamless experience for Apple users.

### How secure is Neo Wealth?

Neo Wealth employs high-level encryption and secure access protocols to keep your data safe. It also features password-protected files to ensure the privacy of sensitive financial information.

### Can I generate reports with Neo Wealth?

Yes, Neo Wealth allows you to generate tailored reports on asset breakdowns, transaction summaries, and performance metrics. You can choose to export these reports in PDF or Excel formats for easy storage and sharing.

### Does Neo Wealth provide market news?

Neo Wealth offers curated news on market trends and economic events, personalized to your investments. This helps you stay informed and make more confident investment decisions.

### How often is Neo Wealth updated?

The latest version of Neo Wealth is 1.4.8, and it was last updated on March 19, 2026. This indicates a commitment to regular updates and improvements for the application.

### Who is Neo Wealth designed for?

Neo Wealth is for investors who want a consolidated view of their portfolio, advanced analytics, and direct communication channels with their financial advisors. It aims to simplify investment management for confident decision-making.

## Version history (last 5 releases)

### 1.6.0 — 2026-08-05

Minor bug fixed

### 1.5.0 — 2026-04-14

Minor bugs fixed

### 1.4.8 — 2026-03-19

Minor Bug fixed

### 1.4.1 — 2026-01-05

Minor Bugs Fixed

### 1.4.0 — 2026-01-01

Bugs Fixed

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## More apps by Neo Wealth Management Private Limited

- [Neo Family Office](https://appshunter.io/ios/app/neo-family-office/id1635971616)
- [NeoMarkets](https://appshunter.io/ios/app/neomarkets/id6553982256)
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- [AIF DIRECT](https://appshunter.io/ios/app/aif-direct/id6746932410)

All apps by Neo Wealth Management Private Limited: https://appshunter.io/developer/1635971618

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-06.*