Neo Wealth Partners - Regulatory Notice

Regulatory Notice

Neo Wealth Partners Private Limited
AMFI-registered Mutual Fund Distributor
CIN: U01110MH2016PTC286990
SEBI Registration No.: INA000017958
BASL Member: 1994
AMFI Registration Number: ARN118471

The services offered by Neo Wealth Partners Private Limited include Investment Advisory and distribution of Financial Products such as Mutual Funds, PMS, and AIFs.

In case of any queries regarding our services, please write to info.transwealth@neowealthpartners.com

In case of any grievances related to our services, please write to info.transwealth@neowealthpartners.com

Compliance Officer: Sunayna Nayar
Ph: +91 22 66423600
Email: info.transwealth@neowealthpartners.com

Investment Adviser: INA000017958
Type: Non-Individual
Validity of Registration: Perpetual
Principal Officer: Subhajit Bhattcharjee
Ph: +91 22 66423600
Email: subhajit.b@neowealthpartners.com

Registered Address:
903, B-Wing, 9th Floor, Marathon Futurex,
Mafatlal Mills Compound, N.M. Joshi Marg,
Lower Parel, Mumbai, 400013
Ph: +91 22 66423600

Corresponding SEBI office address:
C/4-A, G Block, BKC, Bandra Kurla Complex,
Bandra East, Mumbai, Maharashtra 400051

Disclaimers:

Investment in securities market is subject to market risks, read all the related documents carefully before investing.

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.

KYC is a 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.

Attention Investor:

Check your Securities/MF/Bonds in the consolidated account statement issued by NSDL/CDSL every month.

In case PAN is not seeded with AADHAAR before 31st March, 2023, or any other date as notified by the Government, it will not be considered as a valid PAN. Please visit this link to link it now.

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