Neo Wealth vs Finease

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

Finease – Your Smarter Path to Financial Growth Take control of your financial future with Finease, the comprehensive investment and planning app designed for the modern retail investor. Whether you're looking to grow your wealth through IPOs, secure your savings with physical gold, or plan for retirement, Finease provides the tools and insights you need in one powerful platform. Key Features: 1. Seamless IPO Applications Never miss an investment opportunity. Track upcoming IPOs, view detailed company insights, and apply directly from the app. Manage Multiple Accounts: Easily add and manage Demat accounts for yourself and your family members to increase your IPO allotment chances. Real-time Tracking: Stay updated with subscription status and allotment details. 2. Physical Gold Investments Invest in the timeless security of gold. Purchase 24K 999.9 pure physical gold directly through the app. Secure Delivery: Get your gold delivered straight to your doorstep with insured shipping. Flexible Buying: Buy gold in varying denominations to suit your budget. 3. 25+ Comprehensive Financial Calculators Make informed decisions with our suite of powerful financial planning tools. Investment Planning: SIP, Lumpsum, CAGR, SWP, and Inflation calculators. PPF, EPF, SSY, and Retirement planners. 4. Market Insights & Screener Stay ahead of the market with real-time data and analysis. Watchlist: Track your favourite stocks and indices. Stock Screener: Filter stocks based on custom criteria to find your next winning trade. Market Indices: Monitor Nifty, Sensex, and global indices at a glance. 5.NPS Retirement Planning Plan your retirement journey with National Pension System (NPS) solutions. Monitor your NPS investments, understand contribution growth, estimate retirement corpus, and make informed decisions to secure your financial future. 6.Weekly Market Reports & Insights Stay updated with weekly market reports covering important market movements, trends, and investment insights. Get a simplified view of market performance to help you make informed financial decisions. Why Choose Finease? User-Centric Design: A clean, intuitive interface that makes financial management simple for everyone. Secure & Reliable: We prioritise your data security and financial transparency. All-in-One Convenience: No more hopping between apps. From calculation to investment, Finease does it all. Join thousands of investors who trust Finease to simplify their financial journey. Download Finease now and start building your wealth today!