Neo Wealth vs Julius Baer e

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

THE JULIUS BAER INDIA APP IS EXCLUSIVELY AVAILABLE TO EXISTING CLIENTS AND MIGHT BE SUBJECT TO COUNTRY SPECIFIC RESTRICTIONS Welcome to the Julius Baer mobile private banking experience, designed exclusively for our discerning clients in India. The Julius Baer app delivers secure, seamless, and personalised access to your wealth management journey — anytime, anywhere.Stay informed with timely updates on markets, curated research publications, and bespoke investment insights from our global experts.The app supports biometric login (Face ID, fingerprint), session timeouts, and device binding to ensure your data remains secure whether you're at home or travelling. Key Features: View consolidated investment portfolios & balances, Review performance reports and holdings, Approval for mutual fund orders, Trading related features.