Company profile
Neo Wealth and Asset Management
Do Good.
- Industry
- Financial Services
- Employees
- 481
- Headquarters
- Mumbai, Maharashtra
- Founded
- 2021
- LinkedIn followers
- 98,028
- Office locations
- 1
Neo Wealth and Asset Management company summary
Neo Wealth and Asset Management is a company in the Financial Services industry, headquartered in Mumbai, Maharashtra, founded in 2021. On LinkedIn the company has around 481 employees and 98,028 followers. Its listed specialties include Wealth & Asset Management, Multi-Family Office, Alternative Investments, Risk Management, Wealth Advisory.
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About Neo Wealth and Asset Management
Neo Group is a premium, new-age wealth and asset management firm built for India's most discerning families and institutions. Founded by a leadership team with an average of 25+ years of domain experience, Neo brings together deep specialist expertise, rigorous investment process, and genuinely unbiased advice — all under one roof. Neo's institutional pedigree is reflected in its investor base: Peak XV Partners (formerly Sequoia India & SEA), MUFG (Japan's largest financial institution), Euclidean Capital (the family office of the legendary Jim Simons), and TVS Capital Funds. The Group holds HURUN India's Future Unicorn recognition. Neo's philosophy rests on three pillars: knowledge-centric, specialist-driven advice; razor-focused performance through rigorous process; and research-backed, client-first recommendations. Clients have direct access to seasoned specialists — across multi-family office, discretionary portfolio management, equity broking, real estate advisory, estate planning, corporate treasury, investment banking, and insurance. Investor Alert: Impersonation of Neo Group and its Employees Certain WhatsApp/Telegram groups are misusing the “Neo” name and branding for stock trading and investment activities. Neo Group companies, their directors, and employees have no association whatsoever with these groups, schemes, or persons. Investors and the public are strongly advised not to engage with or rely on such unauthorised offerings. Neo Wealth Management: SEBI Broking: INZ000306537, NSE:90296, BSE: 6792, MCX: 57520, NCDEX:1318, IN-DP-725-2022, NSDL -IN304756, CDSL -96600, Investment Adviser -INA000017286, Mutual Fund Distribution - ARN-258756, PMS/AIF Distribution - APRN00292, Clearing Membership - 90296, Research Analyst-INH000025674 Neo Alternative Asset Managers Pvt. Ltd: SEBI - INP000007641, Category II - IN/AIF2/22-23/1042, Category III - IN/AIF3/21-21/1001, Category II - IN/AIF2/24-25/1656
Specialties
Where is Neo Wealth and Asset Management located?
Neo Wealth and Asset Management lists 1 location.
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Frequently asked questions about Neo Wealth and Asset Management
What does Neo Wealth and Asset Management do?
Neo Group is a premium, new-age wealth and asset management firm built for India's most discerning families and institutions. Founded by a leadership team with an average of 25+ years of domain experience, Neo brings together deep specialist expertise, rigorous investment process, and genuinely unbiased advice — all under one roof. Neo's institutional pedigree is reflected in its investor base: Peak XV Partners (formerly Sequoia India & SEA), MUFG (Japan's largest financial institution), Euclidean Capital (the family office of the legendary Jim Simons), and TVS Capital Funds. The Group holds HURUN India's Future Unicorn recognition. Neo's philosophy rests on three pillars: knowledge-centric, specialist-driven advice; razor-focused performance through rigorous process; and research-backed, client-first recommendations. Clients have direct access to seasoned specialists — across multi-family office, discretionary portfolio management, equity broking, real estate advisory, estate planning, corporate treasury, investment banking, and insurance. Investor Alert: Impersonation of Neo Group and its Employees Certain WhatsApp/Telegram groups are misusing the “Neo” name and branding for stock trading and investment activities. Neo Group companies, their directors, and employees have no association whatsoever with these groups, schemes, or persons. Investors and the public are strongly advised not to engage with or rely on such unauthorised offerings. Neo Wealth Management: SEBI Broking: INZ000306537, NSE:90296, BSE: 6792, MCX: 57520, NCDEX:1318, IN-DP-725-2022, NSDL -IN304756, CDSL -96600, Investment Adviser -INA000017286, Mutual Fund Distribution - ARN-258756, PMS/AIF Distribution - APRN00292, Clearing Membership - 90296, Research Analyst-INH000025674 Neo Alternative Asset Managers Pvt. Ltd: SEBI - INP000007641, Category II - IN/AIF2/22-23/1042, Category III - IN/AIF3/21-21/1001, Category II - IN/AIF2/24-25/1656
How many employees does Neo Wealth and Asset Management have?
Neo Wealth and Asset Management has around 481 employees on LinkedIn.
Where is Neo Wealth and Asset Management headquartered?
Neo Wealth and Asset Management is headquartered in Mumbai, Maharashtra.
When was Neo Wealth and Asset Management founded?
Neo Wealth and Asset Management was founded in 2021.
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