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Reach Out To Us
Address:
903 - B Wing, Marathon Futurex,
NM Joshi Marg, Lower Parel,
Mumbai - 400013.
Email ID :
support@neo-wealth.com
Phone Number :
011-41168661
Neo Wealth Management PVT LTD
CIN-U74140MH2021PTC367572
SEBI Registration No.: INZ000306537 (Stock Broking) |NSE Trading Member
Code: 90296 | BSE Clearing Member : 6792 | IN-DP-725-2022 (CDSL) | CDSL
DP ID: 12096600 | AMFI Registration Number: 258756
The services offered by Neo Wealth Management Pvt.Ltd. includes Broking,
Depository Participant, Investment Advisory and Research. In case of any queries
regarding our services, please write to neocare@neo-wealth.com. In case of
any
grievances related to our services please write to ig@neo-wealth.com.
Compliance Officer: Mr. A. Jayadevan. Ph: +91 22 66423600, Email:
Compliance@neo-wealth.com.
Investment Adviser: INA000017286-Type-Non Individual , Validity of
Registration-Perpetual, Principal Officer Contact Number +91 22
66423600, Email Id- PO_advisory@neo-wealth.com|
Registered Address: 903, B-Wing, 9th Floor, Marathon Futurex, Mafatlal
Mills Compound, N.M. Joshi Marg, Lower Parel Mumbai, 400013. Tel +91 22
66423600.
Corresponding SEBI office address - C/4-A, G Block BKC, Bandra Kurla
Complex, Bandra East, Mumbai, Maharashtra 400051
Investment in securities market are subject to market risks, read all the
related documents carefully before investing. Please ensure you carefully read
the Risk Disclosure Document as prescribed by SEBI. Brokerage will not exceed
SEBI prescribed limit.
Neo Wealth Management Private Limited-AMFI-registered Mutual Fund
Distributor
Neo Wealth Management Private Limited is a distributor for Non-Broking
Products/Services such as Mutual Funds. All disputes with respect to the
distribution activity of these non-exchange traded products, would not
have access to Exchange investor redressal forum or Arbitration
mechanism.
Mutual fund investments are subject to market risks, read all scheme related
documents carefully.
The securities quoted are exemplary and are not recommendatory.
Registration granted by SEBI, membership of BASL and certification from NISM in
no way guarantee performance of the intermediary or provide any assurance of
returns to investors.
ASBA :- No need to issue cheques by investors while subscribing to IPO.
Just write the bank account number and sign in the application form to
authorise your bank to make payment in case of allotment. No worries for
refund as the money remains in investors account.
KYC is one time exercise while dealing in securities markets - once KYC
is done through a SEBI registered intermediary (broker, DP, Mutual Fund
etc.), you need not undergo the same process again when you approach
another intermediary.
Kindly note that as per NSE circulars nos: NSE/INVG/36333 dated November
17, 2018, NSE/INVG/37765 dated May 15.2018 and BSE circular nos:
20171117-18 dated November 17, 2018, 20180515-39 dated May 15.2018,
trading in securities in which unsolicited messages are being circulated
is restricted. The list of such stocks are available on the website of
NSE & BSE. Investors are advised not to blindly follow the unfounded
rumours, Tips given in social networks, SMS, WhatsApp, Blogs etc. and
invest only after conducting appropriate analysis of respective
companies.
Attention Investor,
• Update your email id and mobile number with your stock broker / depository
participant and receive OTP directly from depository on your email id and/or
mobile number to create pledge.
• Prevent unauthorised transactions in your account. Update your mobile
numbers/email IDs with us. Receive information of your transactions
directly from Stock Exchange / Depositories on your mobile/email at the
end of the day and alerts on your registered mobile for all debits and
other important transactions in your demat account directly from CDSL on
the same day. - Issued in the interest of investors. Circular No.:
NSE/INSP/27436, BSE - 20140901-21
• Stock Brokers can accept securities as margin from clients only by way
of pledge in the depository system w.e.f. September 1, 2020.
• Pay 20% upfront margin of the transaction value to trade in cash
market segment.
• Investors may please refer to the Exchange's Frequently Asked
Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated
July 31, 2020 and NSE/INSP/45534 and BSE vide notice no. 20200731-7
dated July 31, 2020 and 20200831-45 dated August 31, 2020 dated August
31, 2020 and other guidelines issued from time to time in this regard.
• Check your Securities /MF/ Bonds in the consolidated account statement
issued by NSDL/CDSL every month.
• Important update: Mandatory 6 KYC Attributes and Pan Aadhaar linking.
Clients are required to ensure the following 6 KYC attributes are
updated for their Demat and
Trading account: Name, Address, PAN, Valid Mobile Number, Valid E-mail
ID, and Income Range.
Any non-compliant account for the above requirement will be liable to be
made inactive.
• In case PAN is not seeded with AADHAAR before 31st March, 2023 or any
other date as notified by Government, it will not be considered as a
valid PAN. Visit
https://eportal.incometax.gov.in/iec/foservices/#/pre-login/bl-link-aadhaar
to link it now.
• CDSL advisory : If non-compliant clients have taken any position for
any settlements from June 30, 2022, they should execute Early / normal
pay-in instructions for transferring securities to TM/CM/CC well in
advance but latest by EOD of July 01, 2022, to avoid the risk of
non-delivery for sell trades of June 30, 2022 and July 01, 2022 due to
freezing of demat accounts for debits as mentioned above. Future dated
debit instructions (if any and balance is not blocked in the account)
executed for the deficient account, would be failed once account is
frozen for debits.
• Disclosure as to Proprietary Trades by Neo Wealth: Neo Wealth Management
Private Limited may carry out proprietary trades in addition to trades on behalf
of its clients.
• Dear Investor,
As you are aware, under the rapidly evolving dynamics of financial markets, it
is crucial for investors to remain updated and well-informed about various
aspects of investing in securities market. In this connection, please find a
link to the BSE Investor Protection Fund website where you will find some useful
educative material in the form of text and videos, so as to become an informed
investor.
https://www.bseipf.com/investors_education.html
We believe that an educated investor is a protected investor !!!
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