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 includes
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
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 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 Government, it will not be considered as a valid PAN. Please
visit
https://eportal.incometax.gov.in/iec/foservices/#/pre-login/bl-link-aadhaar
to
link it now.
BSE
|
NSE
|
MCX
|
SEBI
|
SCORES |
AMFI |
BASL |
Investor
Charter |
Investor
Complaints Report |
Standard Account Opening Documents |
Mutual Fund Distribution |
Common Online Dispute Resolution Portal
|
Investment Advisory Audit Reports