AV Srikanth
Co-Founder & Strategic Advisor
Neo Wealth & Asset Management
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A seasoned wealth management professional with over 24 years of experience, AV Srikanth brings deep expertise in advising Ultra High Net-worth Individuals across three market cycles. With a legacy of leadership at Motilal Oswal and Anand Rathi, he has consistently driven innovation and excellence in private wealth advisory. Srikanth’s entrepreneurial journey includes founding BridgeMonte Advisors, India’s first digital multi-family office platform, where he introduced proprietary advisory frameworks tailored to complex family office needs. His approach is marked by intellectual rigor, process orientation, and a passion for solving high-stakes wealth challenges through bespoke strategies.
Achievements
Led private wealth management functions at Motilal Oswal and Anand Rathi, spearheading award-winning advisory teams.
Led private wealth management functions at Motilal Oswal and Anand Rathi, spearheading award-winning advisory teams.
Founded BridgeMonte Advisors, India’s first digital multi-family office platform.
Developed and copyrighted two proprietary advisory processes, including the pioneering Advisory Alpha Process.
Recognised as a rare practitioner in India’s wealth landscape for blending institutional depth with entrepreneurial foresight.