NeoMarkets vs TriGen Wealth

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

Track, manage and transact your investments with the official TriGen Wealth app - exclusively for registered clients of Prime TriGen Wealth Limited. YOUR PORTFOLIO. ANYTIME. ANYWHERE. The TriGen Wealth app gives you complete visibility over your wealth - across mutual funds, PMS holdings alternate investments, direct equity bonds, and family portfolios - in one secure, intuitive interface. Built for clients who expect clarity and control without the complexity. WHAT YOU CAN DO: • Portfolio Overview: See your current value, net capital deployed, and overall gain or loss at a glance • Performance Analytics: Track returns against benchmarks across custom time periods • Holdings Summary: View your complete holdings broken down across equity, debt, and alternative assets • Return Summary: Analyse period-wise performance across your entire portfolio • Family Portfolio View: Manage and monitor multiple family members' portfolios in one Transactions • Reports: Access portfolio and performance reports on demand Prime TriGen Wealth Limited (PTWL) is a wholly owned subsidiary of Prime Securities Limited (NSE: PRIMESECU | BSE: 500337), a SEBI-registered Category-I Merchant Banker with nearly three decades of institutional expertise. We serve HNI, UHNI, NRI, and institutional clients across in India. AMFI-registered Mutual Fund Distributor: ARN 312885 APMI-registered PMS Distributor: APRN01119 SECURITY: Your data is encrypted in transit. No data is shared with third parties. The app is designed exclusively for registered clients of Prime TriGen Wealth Limited and requires verified login credentials to access. This app is for existing clients only. To become a client, visit us at www.trigenwealth.com or contact your nearest TriGen Wealth office.