A premium,
ultra-sophisticated, new-age
Wealth Management firm
designed around you.

What We Do >> Wealth Management >> Proposition











The Neo Difference





Knowledge Centric,
Specialists Driven

Deep knowledge, experience and intellect led. Clients have direct access to seasoned specialists, each with decades of expertise in their respective fields.


Institutional
By Design

Your on-demand, bespoke wealth solutions provider, with world class process institutionalisation.


Fit for
the top 0.01%

We take pride in managing the nation's most privileged relationships - powering India's high achievers.


Core Technology
DNA

AI and technology first. Always. And in everything.


Investing. Investing.
Investing.

Thoughtful and formidable Investment Committees sit at the heart of every client recommendation.




Neo is
significantly transforming
the wealth management industry

in India by emphasising uniquely
thoughtful, knowledge-based,
client centric business models.

Quote

Neo Wealth & Asset Management is uniquely positioned
as a knowledge-led, technology-powered, core investing
DNA firm, making it the preferred choice of India's new
sophisticated UHNI and HNI clients. We believe that Neo
is the ideal new-age platform designed to cater to the
increasingly complex needs of discerning wealth creators.”

Shajikumar Devakar
Co-Founder and CEO
Neo Wealth Management





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© Neo Wealth & Asset Management. All Rights Reserved.

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