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
Our Founding Team
125+ Years Of Collective Experience |
INR 3+ Lakh Crores AUM* Handled |
75+ Awards Of Excellence |
Chairman & MD
|
Co-Founder & CEO |
Co-Founder & CEO |
Co-Founder & CEO |
Co-Founder & CIO |
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.