Wealthverse vs NeoMarkets

With the Centrum Wealth Dashboard app, you can: * Stay on top of your portfolio and access portfolio at various levels * One view of current portfolio along with returns * Monitor performance include XIRR, across asset categories * Analyse your asset allocation and drill-don into sub-assets * Know your latest holdings with historical investments * Keep a check on your upcoming maturities * Know your tax implications across products on event of any sale/redemption * Download details of any corporate action If you are the head of family, you can view all of the above reports at a family level as well as a family member level. You also have the ability to filter reports at an account level, or for specific period. In addition, you have the ability to add a family manager, who can view the reports on your behalf.

Neo Wealth and Asset Management is a comprehensive app designed for brokers and investors to seamlessly manage portfolios, execute trades, and track market movements in real-time. With features like portfolio management, SIP options, and secure transactions, it simplifies wealth management for optimal financial outcomes. · Member name – NEO Wealth Management Pvt Ltd · SEBI Registration Number – INZ000306537 · Member Code – NSE 90296 & BSE 6792 · Registered Exchange/s name: NSE, BSE, MCX, NCDEX, MSEI · Exchange approved segment/s: Cash, F&O, CD (Active in NSE), Commodity , IRF, SLBM (Active in NSE), MFSS