ultra-sophisticated, new-age
Wealth Management firm
What We Do >> Wealth Management >>
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.
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.
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
