About Neo Asset Management Private Limited
Data last updated: 23 December 2025
Neo Asset Management Private Limited is a private limited company based in Mumbai, Maharashtra, India, a subsidiary of Neo Wealth Management Private Limited. It specialises in asset management firms, a part of the broader financial services sector. Incorporated on 18 November 2021, the company has been in operation for over 5 years.
Registered with ROC Mumbai under CIN U67100MH2021PTC371799.
Capital: an authorised share capital of ₹20 Lakh and a paid-up capital of ₹4.35 Lakh. It is led by directors including Suresh Chand Goyal and Puneet Jain.
Last AGM: 18 September 2025. Financial statements filed for year ended 31 March 2025. Office: Mumbai, Maharashtra.
As per the financials filed for FY 2025, the company reported a revenue of ₹77.13 Cr, a growth of 66% compared to the previous year.
The company has a workforce of approximately 32 employees as per the latest available data. It operates as a subsidiary of Neo Wealth Management Private Limited.
The company is associated with 3 brands - Neo Group, Neo Wealth, Neo Asset Management.
For more details, the company can be reached via its website neoassetmanagement.com.
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Registered Address903 B – Wing 9Th Floor Marathon Futurex Mafatlal Mills Compound N.M. Joshi Marg Lower P, Arel, Mumbai, Maharashtra, India – 400013
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IndustryFinancial Services, Asset Management Firms
- Historical Financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Litigation, compliance and MCA filings
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CIN History of Neo Asset Management Private Limited
Neo Asset Management Private Limited has one previous CIN (Corporate Identification Number): U67100MH2021PTC371799. The current CIN is U66300MH2021PTC371799, which is the unique identifier assigned by the Registrar of Companies.
| CIN | Status |
|---|---|
| U66300MH2021PTC371799 | Current |
| U67100MH2021PTC371799 | Previous |
Associated Brands with Neo Asset Management Private Limited
Neo Asset Management Private Limited operates multiple associated brands including Neo Group, Neo Wealth, and Neo Asset Management. These brands represent Neo Asset Management Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Neo Group is engaged in wealth and asset management services. | neo-group.in | |
| Wealth management, family office services, and investment opportunities are provided. | neo-wealth.com | |
| Provider of alternative asset management solutions focusing on credit and fixed income | neoassetmanagement.com |
Competitors & Alternatives of Neo Asset Management Private Limited
Brands and companies operating in the same space as Neo Asset Management Private Limited include Angel One, Upstox, Fidelity Investments and 7 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Angel One
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App-based brokerage stock trading platform | Mumbai, India, India | 1996 |
Upstox
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Tech-driven trading platform is offered for low-cost brokerage services. | Mumbai, India, India | 2009 |
Fidelity Investments
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | Boston, United States, United States | 1946 |
Groww
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An online platform for investments and trading services is offered. | Bengaluru, India, India | 2016 |
UTI Mutual Fund
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Mutual funds, portfolio management, and retirement planning services are offered. | Mumbai, India, India | 2001 |
Goldman Sachs
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Investment banking services are delivered across multiple financial sectors. | New York, United States, United States | 1869 |
Samco
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Online trading platforms and investment tools are provided by Samco. | Mumbai, India, India | 2015 |
Fisdom
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Online investment and wealth management services are provided digitally. | Bengaluru, India, India | 2015 |
Tiger Brokers
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Online trading of stocks, securities, and options is enabled. | Beijing, China, China | 2014 |
Interactive Brokers
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Provider of online brokerage services and trading platforms | Greenwich, United States, United States | 1977 |
Business Activity of Neo Asset Management Private Limited
Neo Asset Management Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including fund management services.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K6 | Fund Management Services | Locked |
Business activity turnover details for Neo Asset Management Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
- Turnover contribution
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Auditor Details of Neo Asset Management Private Limited
Neo Asset Management Private Limited is audited by B S R & Co. LLP for the financial year 2023. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| B S R & Co. LLP | Locked | Locked | Locked |
Complete auditor history for Neo Asset Management Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
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Board of Directors of Neo Asset Management Private Limited
Neo Asset Management Private Limited is currently managed by 3 directors, with 7 former directors having served the organization. The current Directors play a crucial role in shaping the company's strategic direction and governance.
| Name | Designation | Appointment Date | Tenure | Status |
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Suresh Chand Goyal
Also directs:
Poysha Power Projects Private Limited, Hibra Power Private Limited, Rugby Renergy Private Limited and 5 more
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Director | 21 Dec 2021 | 4 Years 7 Months | Current |
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Puneet Jain
Also directs:
Neo Investment Value Advisors Private Limited
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Whole-Time Director | 13 Sep 2022 | 3 Years 11 Months | Current |
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Hemant Daga
Also directs:
Neo Advisory And Consulting Services Private Limited
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Director | 19 Apr 2022 | 4 Years 3 Months | Current |
Financials of Neo Asset Management Private Limited FY 2025 filings available
Neo Asset Management Private Limited reported revenue of ₹77.13 Cr (up 66.00% YoY) for FY 2025.
Ten-year financial statements for Neo Asset Management Private Limited
Historical statement values and trend charts require an active report plan.
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Ownership and Shareholding of Neo Asset Management Private Limited
Shareholding and ownership data for Neo Asset Management Private Limited
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Charges & Borrowings Neo Asset Management Private Limited
Neo Asset Management Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Neo Asset Management Private Limited
Neo Asset Management Private Limited has a workforce of 32 employees as of Apr 09, 2024.
Employee and EPFO history for Neo Asset Management Private Limited
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GST Compliance of Neo Asset Management Private Limited
GST registrations and filing compliance for Neo Asset Management Private Limited
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Credit Ratings, Litigation & Regulatory Alerts for Neo Asset Management Private Limited
Credit ratings, litigation, and regulatory alerts for Neo Asset Management Private Limited
Agency ratings, court records, regulatory events, and entity-specific compliance alerts require an active report plan.
- Rating history
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MSME Payment Delays by Neo Asset Management Private Limited
MSME payment history for Neo Asset Management Private Limited
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Subsidiaries & Group Companies of Neo Asset Management Private Limited
Corporate group structure for Neo Asset Management Private Limited
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MCA Filings & Documents of Neo Asset Management Private Limited
MCA filings and documents for Neo Asset Management Private Limited
Official forms, annual returns, financial statements, charge filings, and document dates require an active report plan.
- Incorporation documents
- Annual returns and statements
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- Complete filing index
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Recent Activity on Neo Asset Management Private Limited
Recent News on Neo Asset Management Private Limited
Frequently Asked Questions about Neo Asset Management Private Limited
Neo Asset Management Private Limited is an active private limited company in the financial services sector based in Mumbai, Maharashtra, India. It was incorporated on 18 November 2021 (5+ years old) and is registered under CIN U66300MH2021PTC371799. The company has 32 employees.
Neo Asset Management Private Limited reported revenue of ₹77.13 Cr for FY 2025 (up 66.00% YoY).
The current directors of Neo Asset Management Private Limited are:
- Suresh Chand Goyal - Director
- Puneet Jain - Whole-Time Director
- Hemant Daga - Director
The primary industry of Neo Asset Management Private Limited is financial services. The company specifically operates in asset management firms. The company is currently active in this sector.
Neo Asset Management Private Limited can be reached at the registered office: 903 B – Wing 9Th Floor Marathon Futurex Mafatlal Mills Compound N.M. Joshi Marg Lower P, Arel, Mumbai, Maharashtra, India – 400013, or through the website neoassetmanagement.com.
The authorised capital is ₹20 Lakh, and the paid-up capital is ₹4.35 Lakh.