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NEO

NEO is a smart, goal-based investment tool that allows you to achieve your financial goals in an automated and a planned way.
It suggests the right investment portfolio based on your goal horizon and risk profile.

Achieve your goals with NEO in three steps.

  • 1

    set a goal

    Select from pre-defined goals or personalize your own.

  • 2

    plan with neo

    Help NEO understand your goals by answering few questions.

  • 3

    start investing

    Invest in the portfolio suggested by NEO in one click.

key features

  • Goal Planner and Risk Profiler

    NEO helps you achieve your goal in a systematic manner. It determines your risk profile and suggests a plan accordingly.

  • Customised Investment Guide

    NEO offers a tailor-made basket of investments, based on your profile. This basket contains up to six diversified funds, which are not limited to equity only.

  • Regular Review of Portfolio & Recommendations

    NEO helps you monitor your investment plans. It makes sure you meet your goals in time, and suggests changes in portfolio.

Frequently asked questions

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