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Current company Neo Wealth Partners
Financial Services · 83 employees · Lower Parel Mumbai, India
Neo Wealth Partners (NWP) is bringing a paradigm shift in wealth management where the Banker and the Firm are equal partners in delivering solutions to clients. Partners work with independence, free of organizational targets, cultivating their own style and client segmentation and are backed by wholesome support of the Institutional infrastructure. Such an engagement is sustainable, long-term, and client-centric. As a result the economic outcomes are substantially higher and in favour of entrepreneurs. Neo Wealth Partners is an initiative by Neo Group, a new-age strategic asset management and financial advisory platform. Neo Group aims to provide unbiased, transparent and cost effective solutions to its clients. Our founders, led by Founder & Chairman, Nitin Jain (Ex-CEO, PAG - Edelweiss Wealth Management Services) and Co-Founder and CEO, AV Srikanth (Ex- Edelweiss, Ex- Motilal Oswal and Ex-founder of BridgeMonte Advisors) collectively have more than 120 years of experience, have managed INR 3 Lakh Crores+ worth assets and have earned more than 75 coveted awards. Our goal is to establish -Synergy between our partners and clients-Eliminating conflicts while maximizing capabilities-Proportionately rewarding efforts-Scaling services. Neo Group is committed to doing good, with the simplicity of service and purity of purpose. Neo Wealth Partners Private Limited: Investment Adviser Mutual Fund Distribution – ARN – ARN-118471 PMS/AIF Distribution -APRN 00269