About Neo Asset Management
Neo Asset Management is a company based in Mumbai (India) founded in 2021 by Puneet Jain, Hemant Daga, and Nitin Jain. Neo Asset Management has raised $47.62 million across 3 funding rounds from investors including Neo Wealth, Peak XV Partners and Atha Group. The company has 32 employees as of April 09, 2024. Neo Asset Management has completed 1 acquisition, including SolarArise. Neo Asset Management operates in a competitive market with competitors including Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
- Headquarter Mumbai, India
- Employees 32 as on 09 Apr, 2024
- Founders Puneet Jain, Hemant Daga, Nitin Jain
- Stage Minicorn
-
Sectors
Financial Services
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Neo Asset Management Private Limited
- Date of Incorporation 18 Nov, 2021
- Jurisdiction Mumbai, Maharashtra, India
-
Annual Revenue
$1.55 M (USD)577.98as on Mar 31, 2023
-
Net Profit
-$461.17 K (USD)-780.9as on Mar 31, 2023
-
EBITDA
-$1.78 M (USD)-1225.76as on Mar 31, 2023
-
Total Equity Funding
$47.62 M (USD)
in 3 rounds
-
Latest Funding Round
$3.82 M (USD), Series B
Jul 25, 2024
-
Investors
Neo Wealth
& 8 more
-
Employee Count
32
as on Apr 09, 2024
- Investments & Acquisitions
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
People of Neo Asset Management
Unlock access to complete
Funding Insights of Neo Asset Management
Neo Asset Management has successfully raised a total of $47.62M across 3 strategic funding rounds. The most recent funding activity was a Series B round of $3.82 million completed in July 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Neo Asset Management
Neo Asset Management has secured backing from 9 investors, including institutional, venture fund, and angel investors. Prominent investors backing the company include Neo Wealth, Peak XV Partners and Atha Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Venture capital firm investing in startups and providing support programs.
|
Locked | Locked | Locked | |
|
Produces premium chocolate and cocoa for B2B clients worldwide.
|
Locked | Locked | Locked | |
|
-
|
Locked | Locked | Locked |
Investor details for Neo Asset Management
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Neo Asset Management
Neo Asset Management has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include SolarArise.
Investment portfolio details for Neo Asset Management
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Solar energy projects are developed and managed across India.
|
Locked | Locked | 2009 | Locked |
Complete acquisition details for Neo Asset Management
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Neo Asset Management
Detailed financials for Neo Asset Management
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Neo Asset Management Comparisons
Peer comparison for Neo Asset Management
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Neo Asset Management
Neo Asset Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| Locked | Locked | Locked |
Mutual funds, portfolio management, and retirement planning services are offered.
|
|
| Locked | Locked | Locked |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
|
|
| Locked | Locked | Locked |
Commercial banking and asset management services are offered worldwide.
|
|
| Locked | Locked | Locked |
Software suites for banks and financial institutions are provided.
|
|
| Locked | Locked | Locked |
Financial services are provided to asset managers worldwide.
|
Detailed competitors of Neo Asset Management
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Neo Asset Management
Complete news archive for Neo Asset Management
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Neo Asset Management
Neo Asset Management was founded in 2021.
Neo Asset Management is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Hemant Daga is the current CEO of Neo Asset Management. They have also founded this company.
Neo Asset Management is a funded company, having raised a total of $47.62M across 3 funding rounds to date.
As of Apr 09, 2024, the latest employee count at Neo Asset Management is 32.
Annual revenue of Neo Asset Management is $1.55M as on Mar 31, 2023.
Provider of alternative asset management solutions focusing on credit and fixed income. It offers bespoke capital solutions to stabilize and grow companies, primarily catering to institutional investors. Investment strategies include private credit, core credit, and real assets, emphasizing long-term, risk-adjusted returns and capital preservation. A process-driven approach underpins investment decisions, leveraging deep market understanding to generate returns for clients. The firms investment philosophy centers on identifying deep value opportunities with multiple layers of protection.
Neo Asset Management's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
Neo Asset Management has made 1 acquisition, including SolarArise.
Neo Asset Management has 9 investors. Key investors include Neo Wealth, Peak XV Partners, Atha Group, Goyal Group, and Morde Foods.
The valuation of Neo Asset Management is $11.9M as of Dec 2021.