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Neo Wealth Management Private Limited SEBI Registration No.: INZ000306537

+91 703-910-0002

903, B-Wing, 9th Floor, Marathon Futurex,
N. M. Joshi Marg, Lower Parel,
Mumbai – 400013

support@mor.trade

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Reference Documents

Risk Disclosure on Derivatives

• 9 out of 10 individual traders in the Equity Futures & Options segment incurred net losses.
• On average, loss-making traders lost approximately ₹50,000.
• Over and above the net trading losses incurred, Loss-making traders incurred an additional 28% of their net trading losses as transaction costs.

Those making net trading profits incurred between 15% and 50% of such profits as transaction costs.

General Market Risk Disclosure

Investments in the securities market are subject to market risks.

Read all related documents carefully before investing.

Brokerage will not exceed SEBI prescribed limits.

All investment and trading decisions shall be made by clients at their own discretion.

Important Investor Information

• Update your email ID and mobile number with your broker/depository participant.
• Receive OTPs directly from the depository on your email/mobile to create pledge.
• Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.
• KYC is a one-time process when dealing in the securities market.

Issued in the interest of investors.

Kindly, read the Advisory Guidelines of BSE | NSE for investors as prescribed by the exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client's assets.

Important Links: SEBI | BSE | NSE | ODR Portal

For any complaints or grievances, clients may register on the SEBI SCORES portal:

https://scores.sebi.gov.in

Neo Wealth Management Private Limited
CIN: U74140MH2021PTC367572

SEBI Registration No.: INZ000306537 (Stock Broking), Membership: NSE (90296), BSE (6792) & MCX (57520) | DP SEBI Registration No.: IN-DP-725-2022 (CDSL-12096600 & NSDL-IN304756) |
AMFI Registration Number: 258756
Registered Office Address: Neo Wealth Management Private Limited, 903, 9th Floor, B Wing, Marathon Futurex, N M Joshi Marg, Lower Parel (E), Mumbai, Maharahstra - 400013.

In case of any queries regarding our services, please write to support@mor.trade
In case of any grievances related to our services please write to ig@neo-wealth.com.
Please refer to the Mandatory disclosure section for detailed instructions on filing investor grievance complaints.

Compliance Officer: Dhirendra Rautela. Ph: +91 22 66423600, Email: compliance@neo-wealth.com.

©2026 Neo Wealth Management Pvt Ltd. All Rights Reserved.

©2026 Neo Wealth Management Pvt Ltd. All Rights Reserved.