About NeoWealth
NeoWealth is a Financial Services company based in Giridih (India) founded in 2019 by Padma Bhudolia and Subodh Modi. It offers mutual fund research, customized portfolios, SIP calculators, and investment advice. It operates on a B2C model. Its Indian entity Neowealth Private Limited reported revenue of ₹18.4 Lakh. NeoWealth offers products and services including Mutual Fund Research, SIP Calculator, and Retirement Planning Calculator. Its focus areas include FinTech, Investment Tech, Mutual Funds and Online Advisory. Similar companies include HDFC Mutual Fund, SBI Mutual Fund and DSP Mutual Fund.
Company details
NeoWealth is a financial services company based in Giridih, India, offering online platforms for mutual fund research, customized investment portfolios based on user risk profiles, SIP and retirement calculators, and goal-based planning for education, home, and retirement. It provides advisory support through tools and consultations, helping investors select funds and track returns, while emphasizing disciplined financial strategies.
- Headquarters Giridih, India
- Founders Padma Bhudolia, Subodh Modi
- SectorsFinancial Services
- Email••••••••
- Website neowealth.in
- Social Facebook
- Legal Name Neowealth Private Limited
- Date of Incorporation 06 Feb, 2019
- Jurisdiction Giridih, Jharkhand, India
- Annual Revenue₹18.4 Lakh
FY 2024 · +15% YoY
- Net Profit₹95,153
FY 2024 · 5% margin
- EBITDA₹1.8 Lakh
FY 2024 · 10% margin
Associated legal entities of NeoWealth
NeoWealth operates through Neowealth Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Neowealth Private Limited CIN U74999JH2019PTC012515 | Active | 06 Feb 2019 | Giridih, Jharkhand | ₹0.2 Cr | 2 | View details |
Products & Services of NeoWealth
NeoWealth offers a comprehensive portfolio of products and services, including Mutual Fund Research, SIP Calculator, and Retirement Planning Calculator.
Tool for selecting top-performing mutual funds based on returns and categories.
Calculator to estimate returns on systematic investment plans for long-term goals.
Tool for projecting retirement savings and lifestyle maintenance needs.
Board of directors of Neowealth Private Limited (NeoWealth)
Neowealth Private Limited is the primary company behind NeoWealth. The board of Neowealth Private Limited currently have 2 directors; the longest-serving is Subodh Modi, appointed in 2019. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Subodh Modi DIN 08354004 | Director | 06 Feb 2019 | 7 yrs 8 mo | Neowealth Private Limited |
| Anil Kumar Bhudolia DIN 03601732 | Director | 30 Apr 2019 | 7 yrs 6 mo | Neowealth Private Limited |
People of NeoWealth
2 people are tracked at NeoWealth (2 in leadership).
| Name | Role | Group |
|---|---|---|
| Founder | Leadership | |
| Founder | Leadership |
Complete people profiles for NeoWealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of NeoWealth
Figures of Neowealth Private Limited, the primary company behind NeoWealth, for FY 2024. Revenue was ₹18.4 Lakh (+15% year on year). Net profit was ₹95,153 (5% margin). EBITDA was ₹1.8 Lakh (10% margin). Revenue has grown at a compounded annual rate of +38% over three years.
- ₹18.4 LakhRevenue · FY 2024 · +15% YoY
- ₹95,153Net profit · 5% margin
- ₹1.8 LakhEBITDA · 10% margin
- ₹5 LakhPaid-up capital
- +38%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Neowealth Private Limited are on its company page.
Detailed financial statements for NeoWealth
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 NeoWealth
NeoWealth has 3 listed similar companies in our database. They include HDFC Mutual Fund, SBI Mutual Fund and DSP Mutual Fund.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| hdfcfund.com | 1999 | Mumbai, India | 1,634 | Mutual fund services are provided with focus on investment management. | ||
| sbimf.com | 1987 | Mumbai, India | 1,555 | Provides mutual funds management and financial advisory services. | ||
| dspim.com | 1996 | Mumbai, India | 508 | Delivers comprehensive investment management services for funds. |
Detailed similar companies of NeoWealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of NeoWealth
The website of NeoWealth (neowealth.in) receives about 2.6K visits a month.
- Monthly visits2.6K
▲ 12.3% vs previous month
Websites whose visitors overlap most with NeoWealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| neo-wealth.com | 74% | 2.9K | #5,632,806 | View details |
Top companies in Investment Banks
2 companies that operate in the same segment as NeoWealth (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 105.56 M | USD 116.66 M | 104 | |
Commercial bank | 1911 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about NeoWealth
NeoWealth was founded in 2019.
NeoWealth is headquartered in Giridih, India. It is registered at Giridih, Jharkhand, India.
The primary company behind NeoWealth, Neowealth Private Limited, reported revenue of ₹18.4 Lakh for FY 2024, up 15% year on year.
NeoWealth is a financial services company based in Giridih, India, offering online platforms for mutual fund research, customized investment portfolios based on user risk profiles, SIP and retirement calculators, and goal-based planning for education, home, and retirement. It provides advisory support through tools and consultations, helping investors select funds and track returns, while emphasizing disciplined financial strategies.
NeoWealth's top competitors include SBI Mutual Fund, HDFC Mutual Fund and DSP Mutual Fund.
NeoWealth offers Mutual Fund Research, SIP Calculator, and Retirement Planning Calculator.
NeoWealth operates through Neowealth Private Limited.
The legal entities of NeoWealth currently have 2 directors, including Subodh Modi, Anil Kumar Bhudolia.