About Neo Wealth Partners
Neo Wealth Partners is a Financial Services company based in Mumbai (India) founded in 2022. It offers financial advisory and wealth management services for personalized client solutions. It operates on a B2B model. The company has 21 employees. Its Indian entity Neo Wealth Partners Private Limited reported revenue of ₹77.60 Cr. Its focus areas include Wealth Management, Financial Advisory and Investment Services. Similar companies include UTI Mutual Fund, Avendus and 360 One; 2 of its 3 listed similar companies have raised funding.
Company details
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.
- Headquarters Mumbai, India
- Employees 21
- SectorsFinancial Services
- Website neowealthpartners.com
- Social LinkedIn
- Legal Name Neo Wealth Partners Private Limited
- Date of Incorporation 20 Oct, 2016
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹77.60 Cr
FY 2025 · +129% YoY
- Net Loss-₹17.81 Cr
FY 2025 · -23% margin
- EBITDA-₹12.81 Cr
FY 2025 · -17% margin
- Employee Count21
Associated legal entities of Neo Wealth Partners
Neo Wealth Partners operates through Neo Wealth Partners Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Neo Wealth Partners Private Limited CIN U01110MH2016PTC286990 | Active | 20 Oct 2016 | Mumbai, Maharashtra | ₹77.6 Cr | 21 | 4 | View details |
Board of directors of Neo Wealth Partners Private Limited (Neo Wealth Partners)
Neo Wealth Partners Private Limited is the primary company behind Neo Wealth Partners. The board of Neo Wealth Partners Private Limited currently have 4 directors; the longest-serving is Visva Srikanth Ayinavolu, appointed in 2022. 11 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Visva Srikanth Ayinavolu DIN 06883744 | Director | 10 Nov 2022 | 3 yrs 11 mo | Neo Wealth Partners Private Limited |
| Shantanu Bhargava DIN 11382540 | Additional Director | 05 Jan 2026 | 9 mo | Neo Wealth Partners Private Limited |
| Anindita Bhowmik DIN 11383472 | Additional Director | 05 Jan 2026 | 9 mo | Neo Wealth Partners Private Limited |
| Nikhir Nemchand Jain DIN 11488686 | Additional Director | 27 Feb 2026 | 7 mo | Neo Wealth Partners Private Limited |
Financials of Neo Wealth Partners
Figures of Neo Wealth Partners Private Limited, the primary company behind Neo Wealth Partners, for FY 2025. Revenue was ₹77.60 Cr (+129% year on year). Net loss was -₹17.81 Cr (-23% margin). EBITDA was -₹12.81 Cr (-17% margin). Revenue has grown at a compounded annual rate of +1529% over three years and +232% over five years.
- ₹77.60 CrRevenue · FY 2025 · +129% YoY
- -₹17.81 CrNet loss · -23% margin
- -₹12.81 CrEBITDA · -17% margin
- ₹1.08 CrPaid-up capital
- 21Employees (provident fund records)
- +1529%Revenue CAGR, 3 years
- +232%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Neo Wealth Partners Private Limited are on its company page.
Detailed financial statements for Neo Wealth Partners
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Similar companies to Neo Wealth Partners
Neo Wealth Partners has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, Avendus and 360 One.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. |
Detailed similar companies of Neo Wealth Partners
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- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Top companies in Investment Banks
2 companies that operate in the same segment as Neo Wealth Partners (Investment Banks) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 39.09 M | USD 116.66 M | 104 | |
Commercial bank | 1911 | Mumbai, Maharashtra, India |
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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.
Neo Wealth Partners has 21 employees.
The primary company behind Neo Wealth Partners, Neo Wealth Partners Private Limited, reported revenue of ₹77.60 Cr for FY 2025, up 129% year on year.
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 UTI Mutual Fund, Avendus and 360 One.
Neo Wealth Partners operates through Neo Wealth Partners Private Limited.
The legal entities of Neo Wealth Partners currently have 4 directors, including Visva Srikanth Ayinavolu, Nikhir Nemchand Jain, Shantanu Bhargava and others.