Neo Wealth Partners

Overview

Neo Wealth Partners is a wealth management firm based in Mumbai, India, offering investment advisory and portfolio management services to high-net-worth individuals and institutions. The firm provides a range of services, including investment advisory, asset management, tax efficiency and management, reporting and bookkeeping, business and capital market advisory, legacy management, and risk management and insurance. These services are designed to cater to diverse financial needs, from goal-based investments to intergenerational wealth management using trusts and estate planning. The firm's strategy focuses on delivering unbiased, transparent, and cost-effective wealth management solutions powered by cutting-edge technology. Neo Wealth Partners emphasizes a client-centric approach, ensuring that client interests are at the heart of their advisory services. The firm operates with a strong advisory committee, bringing together experts with decades of financial advisory and wealth management experience to design bespoke solutions tailored to a diverse range of requirements. With a leadership team experienced in managing significant assets for India's ultra-rich, Neo Wealth Partners aims to usher in a new era of wealth and asset management by bringing together India's best wealth managers and advisors. The firm is committed to providing institutional-grade capabilities, sophisticated architecture, unwavering support, and deep expertise across asset classes and investments, all while maintaining alignment with client goals and offering the freedom to work without restrictions.