About Neo Wealth Partners
Neo Wealth Partners is a company based in Mumbai (India) founded in 2022. It operates as a B2B. The company has 21 employees as of March 31, 2023. Neo Wealth Partners operates in a competitive market with competitors including Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and FIS, among others.
- Headquarter Mumbai, India
- Employees 21 as on 31 Mar, 2023
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Neo Wealth Partners Private Limited
- Date of Incorporation 20 Oct, 2016
- Jurisdiction Mumbai, Maharashtra, India
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Annual Revenue
$209.76 K (USD)9612.18as on Mar 31, 2023
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Net Profit
-$1.73 K (USD)-274.21as on Mar 31, 2023
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EBITDA
-$207 K (USD)-89649.37as on Mar 31, 2023
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Latest Funding Round
Not available
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Investors
Not available
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Employee Count
21
as on Mar 31, 2023
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Funding Insights of Neo Wealth Partners
Detailed funding history for Neo Wealth Partners
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Investments & Acquisitions by Neo Wealth Partners
Investment portfolio details for Neo Wealth Partners
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Financial Statements - Neo Wealth Partners
Detailed financials for Neo Wealth Partners
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Neo Wealth Partners Comparisons
Peer comparison for Neo Wealth Partners
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Competitors of Neo Wealth Partners
Neo Wealth Partners 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, S&P Global, UTI Mutual Fund, Bank of America and FIS, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Mutual funds, portfolio management, and retirement planning services are offered.
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Commercial banking and asset management services are offered worldwide.
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Software suites for banks and financial institutions are provided.
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Corporate advisory and investment services are provided to clients.
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Detailed competitors of Neo Wealth Partners
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Latest news on Neo Wealth Partners
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Frequently Asked Questions about Neo Wealth Partners
Neo Wealth Partners was founded in 2022.
Neo Wealth Partners is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
As of Mar 31, 2023, the latest employee count at Neo Wealth Partners is 21.
Annual revenue of Neo Wealth Partners is $209.76K as on Mar 31, 2023.
Neo Wealth Partners, based in Mumbai, focuses on offering financial products and advice, managing wealth portfolios, providing financial advice, and investment services. Offers financial advisory and wealth management services for personalized client solutions. The company prioritizes operational excellence, innovation, and customer-centric approaches for success.
Neo Wealth Partners's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.