Neo Wealth Management Private Limited - Company Profile

It is a financial services private limited company based in Mumbai, Maharashtra, India, established in 2021.
2021 Mumbai, Maharashtra, India Active
Last Updated:
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About Neo Wealth Management Private Limited

Neo Wealth Management Private Limited, a active private limited company, was established on 15 September 2021 in Mumbai, Maharashtra, India. Engaging in portfolio management services within the financial and insurance service sector, it holds CIN: U70200MH2021PTC367572. Registered under ROC Roc Mumbai. it is unlisted. It has an authorized capital of ₹3.50 M and a paid-up capital of ₹3.23 M.

Employing 136 professional, Its leadership includes Anupam Agal (Director), Pawan Kumar (Director), Chandramouli Raghavendra Prabhu (Additional Director). Past directors included Priti Jayant Sheth, Vishal Jayprakash Vithlani, Kaushik Hirji Karani. It holds ₹839.50 Cr open charges and ₹120.00 Cr settled loans. Its latest AGM occurred on 26 September 2025, with the balance sheet filed on 31 March 2025. It is based at 903, B-Wing, 9Th Floor, Marathon Futurex, Mafatlal Mills Compound, N.M. Joshi Marg, Lower P, Arel, Mumbai, Maharashtra, 400013.

Company Details
  • Email
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  • Telephone

    +91-XXXXXXXXXX

  • Website
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  • Social Media
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  • Apps
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Company Details

  • CIN/LLPIN

    U70200MH2021PTC367572

  • Registration Number

    367572

  • Incorporation Date

    15 September 2021

  • Authorized Capital

    ₹3.50 M

  • Paid-Up Capital

    ₹3.23 M

  • ROC Code

    Roc Mumbai

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Metrics
  • Authorised Capital ₹ 3.50 M
  • Paid Up Capital ₹ 3.23 M
  • Company Age 4 Year, 5 Months
  • Last Filing with ROC 31 Mar 2025
  • Open Charges ₹ 839.50 Cr
  • Satisfied Charges ₹ 120.00 Cr
Company report

Neo Wealth Management Private Limited

Company Report FY 2025-2026

Comprehensive Company Insights

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Who are the key members and board of directors at Neo Wealth Management Private Limited?
Current Directors
Name Designation Appointment Date Status
Anupam Agal Director 25 May 2022 Current
Pawan Kumar Director 30 Jul 2024 Current
Chandramouli Raghavendra Prabhu Additional Director 08 Sep 2025 Current
Past Directors
Name Designation Cessation Status
Pramod Abcsdd Director 03 Jan 2022 Past
Pramod Abcsdd Additional Director 28 Sep 2023 Past
Pramod Abcsdd Additional Director 27 May 2022 Past
Pramod Abcsdd Additional Director 01 Sep 2022 Past
Pramod Abcsdd Cfo(Kmp) - Past
Pramod Abcsdd Additional Director 27 May 2022 Past

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Financial Performance of Neo Wealth Management.
Neo Wealth Management revenue growth over time
Neo Wealth Management profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors
Emtek
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
Jan, 2021 Amount Post-IPO - Grab Valuation

investors
Hana Financial Group , GGV Capital
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
  • Key Matrics
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • Ratios
Metrics
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What is the Ownership and Shareholding Structure of Neo Wealth Management?

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Shareholding Pattern (FY 2024)
shareholding
  • Promoters: 92.83%
  • Public: 4.10%
  • Others: 3.07%
Shareholding Pattern over the Year
FY (2024) FY (2023) FY (2022) FY (2021) FY (2020)
Promoters 92.83 94.62 94.55 94.55 94.55
Public 4.10 3.89 3.95 3.96 3.98
Others 3.07 1.49 1.50 1.49 1.47

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Charges (Loans)
Open Charges

₹8,395,000,000.00

Satisfied Charges

₹1,200,000,000.00

Charges Breakdown by Lending Institutions
  • Others : 340.50 Cr
  • Hdfc Bank Limited : 300.00 Cr
  • Axis Bank Limited : 199.00 Cr
Latest Charge Details
Date Lender Amount Status
06 Nov 2025 Hdfc Bank Limited ₹300.00 Cr Open
23 May 2025 Others ₹60.00 Cr Open
29 Nov 2024 Others ₹130.50 Cr Open
18 Dec 2023 Others ₹50.00 Cr Open
22 Sep 2023 Others ₹100.00 Cr Open

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How Many Employees Work at Neo Wealth Management?

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Employee Date Number of Employees
2020 78,000
2021 80,500
2022 83,200
2023 86,000
2024 89,500
2025 92,000
Deals i
Graph showing company valuation over time

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Rating
Graph displaying rating trends over time

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Alerts
Alert Indicator

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Latest Updates, News, and FAQs on Neo Wealth Management
Recent Activity within the Organization
  • Charges

    Progress on A charge with Others of Rs. 1,000.00 M registered on 22 Sep 2023 with Charge ID 100791138 was modified on 04 Dec 2025. was documented.

  • Charges

    The activity A charge with Axis Bank Limited of Rs. 1,990.00 M registered on 10 Jul 2023 with Charge ID 100752611 was modified on 04 Dec 2025. was completed.

  • Charges

    The activity A charge with Hdfc Bank Limited amounted to Rs. 3,000.00 M with Charge ID 101192960 was registered on 06 Nov 2025. was completed.

  • Charges

    A charge with Others of Rs. 600.00 M registered on 23 May 2025 with Charge ID 101105751 was modified on 30 Oct 2025. was recorded as a recent event.

  • Annual General Meeting

    Neo Wealth Management Private Limited last Annual general meeting of members was held on 26 Sep 2025 as per latest MCA records. was recorded as a recent event.

  • Charges

    Progress on A charge registered on 17 Aug 2023 via Charge ID 100777667 with Others was fully satisfied on 17 Sep 2025. was documented.

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Frequently Asked Questions
What is the CIN of Neo Wealth Management Private Limited?

The CIN of Neo Wealth Management Private Limited is U70200MH2021PTC367572.

Where is Neo Wealth Management Private Limited headquartered?

Neo Wealth Management Private Limited is headquartered at 903, B-Wing, 9Th Floor, Marathon Futurex, Mafatlal Mills Compound, N.M. Joshi Marg, Lower P, Arel, Mumbai, Maharashtra, 400013.

When was Neo Wealth Management Private Limited incorporated?

Neo Wealth Management Private Limited was incorporated on 15 September 2021.

Who are the current directors of Neo Wealth Management Private Limited?

The current directors of Neo Wealth Management Private Limited are

What is the primary industry of Neo Wealth Management Private Limited?

The primary industry of Neo Wealth Management Private Limited is Financial And Insurance Service.

Is Neo Wealth Management Private Limited a listed company?

Neo Wealth Management Private Limited is unlisted.

What is the capital structure of Neo Wealth Management Private Limited?

The authorized capital of Neo Wealth Management Private Limited is ₹3.50 M, and the paid-up capital is ₹3.23 M.

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