Clarity. Control.
Confidence.

The intelligent wealth management platform. For those who demand more.

All Your Investments, Unified.

Take full control of your wealth with a powerful dashboard that seamlessly integrates portfolios across advisors and asset classes. Say goodbye to silos and hello to clarity.

View portfolio by product or asset class
Drill down from holding to transaction level for every instrument
View performance with XIRR or absolute returns.

Comprehensive Cashflow View. Zero Missed Transactions.

Get complete visibility into your cashflows and transactions, ensuring no financial move goes unnoticed. Stay informed and always one step ahead.

Get your cash breakup across accounts
Stay ahead with upcoming cashflows tracked for the next 30 days.
Unlock quarterly and yearly Net MTM performance insights.

AI Powered Portfolio Insights. Intelligent Decision Making.

Leverage cutting-edge AI to uncover trends, benchmark performance, and gain actionable insights for your portfolio.

In-depth insights on every card.
Filter performance by category, asset class, or sector.
Real-time benchmark comparisons with unmatched accuracy.

Your Investment Reports. Instant Clarity.

Get detailed, secure reports that keep you informed and in control of your investments.

All your investment reports and transactions with Neo at one place.
Get an overview of drawdown summary of your AIF investments (first in class).
Curated analytics for deep portfolio insights.

All Your
Fixed Income Investments, Unified

Take full control of your fixed-income portfolio with NeoDive—a powerful tracker that brings clarity, precision, and convenience to managing your wealth.

Access critical information at a glance, including issuer name, issue date, maturity date, current face value, payment frequency, interest rate and much more.
Plan effortlessly with a clear view of upcoming interest payouts, principal repayments, and maturity schedules.
Navigate seamlessly through detailed cashflow tables to view payment dates, cashflow types (interest, maturity, or principal), and amounts—all designed to keep you informed and in control.

Seamless Advice & Support. Tailored For Your Schedule.

Uncover trends, benchmark performance, and get actionable insights—all powered by cutting-edge AI analytics.

Schedule meetings in seconds from the contact and support section.
Access CKYC details, bank account info, and nominee information.
Designed for simplicity and ease of use, because your time is valuable.

Clarity. Control. Confidence.