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Redesigning The Financial Experience
With Unbiased, Transparent And
Cost-Effective Wealth Management 

The Vision Behind
Neo Wealth Partners

Tailored solutions built around specific objectives and financial status are the unspoken expectations of clients. Unfortunately, wealth management solutions are often plagued by organisational interests, with neutrality and client centricity taking a backseat – thanks to financial advisors being on the firm’s payroll. Large private banks and wealth management firms are in a constant tussle of hiring the best talent, the cost of which is humongous and is often the driving factor behind aggressive competition. 

Driving Sustainable Wealth Management With Aligned Interests Between The Client, The Advisor & The Firm

At Neo Wealth Partners, we have assembled the best and most experienced private bankers along with an engagement style centred around client needs. We exercise absolute independence and are free of any bias when it comes to designing solutions that are tailored to clients’ objectives. Our seasoned advisors work as partners, not employees, and ensure client interests sit at the heart of our advisory – by ensuring governance, driving efficiencies through scale, housing research and analytics, and thought leadership.  

Driving Sustainable Wealth Management
With Aligned Interests Between The
Client, The Advisor & The Firm

The Excellence That
Comes With Neo Group

The Excellence That Comes
With The Neo Group

Neo Group is a new-age strategic asset management and financial advisory platform focused on offering trustworthy, transparent, and unbiased financial solutions to its clients. Founded by Nitin Jain (Ex-CEO, PAG - Edelweiss Wealth Management Services), Neo Group was built to a vision to educate, enhance, and empower investors with optimal and value accretive financial tools for a secure and balanced future. The Group’s strategy lies in providing opportunities to allow investors grow their income sustainably and responsibly, all while empowering them to pursue their dreams.

Our underlying goal is to aid India’s glorious dream of self-reliance and egalitarian prosperity. Neo Group’s Asset Management, Multifamily office, Neo Wealth Partners as well as Retail businesses seek to serve both institutional and retail customers across India. We bring a highly accomplished team with deep domain expertise across operations to incorporate global best-in-class governance standards and innovative technology-driven services.



Our Founding Team


125+ Years Of Collective Experience

INR 3+ Lakh Crores AUM* Handled

75+ Awards Of Excellence

Nitin Jain

Chairman & MD
Neo Group

Varun Bajpai

Co-Founder & CEO
Neo Wealth Management

Srikanth A V

Co-Founder & CEO
Neo Wealth Partners

Hemant Daga

Co-Founder & CEO
Neo Asset Management

Puneet Jain

Co-Founder & CIO
Neo Asset Management

Nitin Jain

Chairman & MD
Neo Group

Varun Bajpai

Co-Founder & CEO
Neo Wealth Management

Srikanth A V

Co-Founder & CEO
Neo Wealth Partners

Hemant Daga

Co-Founder & CEO
Neo Asset Management

Puneet Jain

Co-Founder & CIO
Neo Asset Management


An outstanding team experienced in managing some of the most high-stake relationships in the country with proven and inspiring leadership in diverse domains of high finance.





An outstanding team experienced in managing some of the most high-stake relationships in the country with proven and inspiring leadership in diverse domains of high finance.

*Over the past collective careers of the founders

*Over the past collective careers of the founders





Experience The Edge With
Neo Wealth Partners 

Neo Wealth Partners is built around an impeccably strong advisory committee that comes with over 150+ years of collective experience. Our leadership team are nothing short of industry stalwarts, having managed over 3L crores worth of assets for India’s ultra-rich. Over the last two decades alone, they have covered multiple market cycles at the very helm of the wealth management industry in India and won over 75+ coveted awards.

We are ushering in a new era of wealth and asset management by bringing together the India’s best wealth managers and advisors.

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Unbiased, transparent and cost-effective wealth management powered by cutting-edge technology.

Unbiased, transparent and cost-effective wealth management powered by
cutting-edge technology.

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