Neo Wealth Quest

New Delhi, India Founded: 2022 • Age: 4 yrs
Offers mutual funds, insurance, equity advisory, and wealth management services.

About Neo Wealth Quest

Neo Wealth Quest is a Financial Services company based in New Delhi (India) founded in 2022. It offers mutual funds, insurance, equity advisory, and wealth management services. It operates on a B2C and Advisory Services model. Its website neowealthquest.com draws about 681 thousand monthly visits. Neo Wealth Quest offers products and services including Mutual Funds, Life Insurance, Health Insurance, Equity Advisory, and Wealth Management. Its focus areas include FinTech, Investment Tech, Insurance Services and Life and Health. Its legal entity in India is Artha Guru Capital Private Limited (U74140DL2022PTC398032). Its competitors include Artham Finserve, The Capital Box and UTI Pension Fund.

Company details

Artha Guru Capital Private Limited is a financial services company that provides investment advisory, mutual funds, life and health insurance, equity advisory, loans, wealth management, retirement planning, and estate planning. It operates by matching products to clients risk profiles and uses technology for efficient service. Based in New Delhi, India, it focuses on long-term client relationships through authorized distribution and advisory.

Key Metrics
  • Annual Revenue
    ₹11,000

    FY 2024

  • EBITDA
    ₹1,000

    FY 2024 · 9% margin

  • Employee Count
    1

Products & Services of Neo Wealth Quest

Neo Wealth Quest offers a comprehensive portfolio of products and services, including Mutual Funds, Life Insurance, Health Insurance, Equity Advisory, and Wealth Management.

Mutual Funds
Investment Services

Distribution and advisory for mutual fund investments to clients.

Life Insurance
Insurance Services

Provides life insurance plans based on client risk profiles.

Health Insurance
Insurance Services

Offers health insurance to cover medical expenses effectively.

Equity Advisory
Investment Services

Advises on equity trading and investment strategies.

Wealth Management
Financial Planning

Manages portfolios for long-term financial growth.

Retirement Planning
Financial Planning

Assists in systematic planning for retirement needs.

Estate Planning
Financial Planning

Guides on asset distribution and legacy management.

Board of directors of Artha Guru Capital Private Limited (Neo Wealth Quest)

Artha Guru Capital Private Limited is the primary company behind Neo Wealth Quest. The board of Artha Guru Capital Private Limited currently have 3 directors; the longest-serving is Rajesh Gupta, appointed in 2022.

DirectorDesignationAppointedTenureEntity
Rajesh Gupta
DIN 09600050
Director09 May 20224 yrs 6 moArtha Guru Capital Private Limited
Abhiranjan Kumar
DIN 06446822
Director09 May 20224 yrs 6 moArtha Guru Capital Private Limited
Rajender Karki
DIN 06751815
Director09 May 20224 yrs 6 moArtha Guru Capital Private Limited

Financials of Neo Wealth Quest

Figures of Artha Guru Capital Private Limited, the primary company behind Neo Wealth Quest, for FY 2024. Revenue was ₹11,000. EBITDA was ₹1,000 (9% margin).

  • ₹11,000Revenue · FY 2024
  • ₹1,000EBITDA · 9% margin
  • ₹10,000Paid-up capital

Balance sheet, profit and loss, cash flow and ratios of Artha Guru Capital Private Limited are on its company page.

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Detailed financial statements for Neo Wealth Quest

Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.

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Competitors of Neo Wealth Quest

Neo Wealth Quest has 3 listed competitors in our database. They include Artham Finserve, The Capital Box and UTI Pension Fund.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
arthamfinserve.com2002Surat, India
Offers wealth management, investment advisory, insurance, and mutual fund services.
thecapitalbox.com2016Gurugram, India
Provides financial advice on tax solutions, risk management, and retirement planning services.
utipension.com2008Mumbai, India
Provides comprehensive retirement planning services.
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Detailed competitors of Neo Wealth Quest

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Web traffic of Neo Wealth Quest

The website of Neo Wealth Quest (neowealthquest.com) receives about 680.7K visits a month.

  • Monthly visits
    680.7K

    ▼ 6.7% vs previous month

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All 40 similar websites and full traffic analytics for Neo Wealth Quest

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  • 40 similar websites
  • Audience overlap
  • Engagement analytics
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Top companies in Insurance Technology & Support Services

2 companies that operate in the same segment as Neo Wealth Quest (Insurance Technology & Support Services) in India, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Insurance products for vehicles, health, travel, and life are offered.
2016Bengaluru, Karnataka, IndiaUSD 746.17 MUSD 216.04 M1,306
API-enabled insurance distribution platform is provided for B2C companies.
2011Noida, Uttar Pradesh, IndiaUSD 120.6 MUSD 42.44 M408
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Frequently Asked Questions about Neo Wealth Quest

Neo Wealth Quest was founded in 2022.

Neo Wealth Quest is headquartered in New Delhi, India. It is registered at New Delhi, Delhi, India.

Neo Wealth Quest has 1 employees.

The primary company behind Neo Wealth Quest, Artha Guru Capital Private Limited, reported revenue of β‚Ή11,000 for FY 2024.

Artha Guru Capital Private Limited is a financial services company that provides investment advisory, mutual funds, life and health insurance, equity advisory, loans, wealth management, retirement planning, and estate planning. It operates by matching products to clients risk profiles and uses technology for efficient service. Based in New Delhi, India, it focuses on long-term client relationships through authorized distribution and advisory.

Neo Wealth Quest's top competitors include Artham Finserve, UTI Pension Fund and The Capital Box.

Neo Wealth Quest offers Mutual Funds, Life Insurance, Health Insurance, Equity Advisory, and 3 more products and services.

Neo Wealth Quest operates through Artha Guru Capital Private Limited.

The legal entities of Neo Wealth Quest currently have 3 directors, including Rajesh Gupta, Abhiranjan Kumar, Rajender Karki.

The website of Neo Wealth Quest receives about 681 thousand visits a month.

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