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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.

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© Neo Wealth Partners Pvt Ltd
B-903, Marathon Futurex
Lower Parel, Mumbai - 400013
SEBI Investment Adviser Reg. No. INA000017958
AMFI Reg. No. ARN 118471
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