Meet Neomi 
What We Do >> Wealth Management >>
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
Industry Leading
Each of our verticals offers sophisticated solutions,
to build resilient portfolios that protect capital and
compound returns
across generations.
Elite wealth orchestration delivered by seasoned specialists with decades of expertise, combining institutional-grade processes with thoughtful strategies tailored for India's most discerning wealth creators.
Investment Management | Asset Allocation | Model Portfolios | Wealth Planning | Strategic Advisory | Estate Planning & TrustsExclusive multi-generational wealth stewardship for India's top echelon, providing direct access to specialist advisors who leverage deep knowledge and experience to preserve and enhance your legacy.
Promoter / Founder Advisory | Specialist Portfolio Capabilities | Strategic Corporate Advisory | Succession Planning | Bespoke Product Access | Philanthropy | Concierge ServicesGlobal investment opportunities and cross-border wealth management expertise to diversify your portfolio internationally while navigating complex regulatory environments.
Global Investments | GIFT City (Inbound & Outbound Investments)| Cross-Border Advisory & Offshore Solutions | Global ResidencySpecialized in protection of your assets through comprehensive risk assessment and tailored insurance solutions, safeguarding your financial future.
Risk Management | Insurance Advisory and BrokingFlexible capital access solutions using your investment portfolio as collateral, with customized structured lending options to meet your liquidity needs without disrupting your investment strategy.
Loan Against Securities | Structured Lending SolutionsMeticulously crafted investment strategies across all asset classes, developed through rigorous Investment Committee deliberation to deliver exceptional performance
Equities | Private Credit | Fixed Income | Private Markets | Treasury SolutionsA truly knowledge-centric, third-party advisory platform offering best-in-class research, deep portfolio analytics, and strategic investment opportunities across diverse asset classes. It combines rigorous due diligence, proactive house views, and customized solutions to deliver tailored client advisory and product offerings.
Best-In-Class Investment Processes | Research Reports & Market Updates | Deep Portfolio Analytics & Reviews | Strategic Investment OpportunitiesWe offer access to tax experts to help you be proactively tax efficient along with other statutory filings, thereby protecting your reputation, time and money.
Tax Advisory | Tax Planning | Regulatory FilingRevolutionary AI-powered wealth intelligence platforms reflecting our core technology DNA, delivering sophisticated analytics and insights for informed decision-making in real-time.
Proprietary Reporting Platform | AI Powered Portfolio Analytics | End-to-End Digital Client Servicing | AI Financial Assistant - 'Neomi'
A distinguished third-generation business family sought Neo's team to enhance their sophisticated portfolio. Applying our institutional-grade process with rigorous Investment Committee oversight, we aligned strategies with their complex needs. Within 18 months, this collaboration yielded outstanding results.
A sophisticated entrepreneur's governance needs evolved alongside family complexities. Neo implemented a structured family office with clear roles and a professional investment committee, enhancing wealth management decisions while strengthening family alignment.
A sophisticated family with strategically diversified investments across 27 platforms / AMCs sought enhanced performance tracking precision. Neo seamlessly integrated their portfolio into our comprehensive monitoring system, revealing optimization opportunities. This consolidation provided the client with refined visibility into their complete financial landscape.
A high-networth client was experiencing significant tax inefficiencies across multiple income streams. Neo's tax advisors restructured their investment vehicles and optimized capital gains realization timing. This institutional approach reduced their effective tax burden.
A distinguished business leader engaged Neo, seeking strategic wealth transition to family members with diverse financial expertise. Our specialists crafted a tailored succession framework with optimized trust structures and a family constitution. The client now has confidence their legacy continues through an elegant approach harmonizing family values with sophisticated wealth management.
A sophisticated client with complex income streams sought tax optimization. Neo's advisors strategically restructured their investment vehicles and enhanced capital gains timing. This institutional approach successfully aligned their tax obligations with regulatory frameworks, resulting in an optimized financial position.
At Neo, technology isn't just an enabler - it's our foundation. As an AI-first organization, we rethink every solution with intelligence at the core, transforming how wealth is managed, delivered, and experienced.
