Neo Wealth Management Private Limited
About Neo Wealth Management Private Limited
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Neo Wealth Management Private Limited is a private limited company based in Mumbai, Maharashtra, India, a subsidiary of Neo Investment Value Advisors Private Limited. It operates in the portfolio management services segment of the financial services sector. It was incorporated on 15 September 2021 and has been in existence for over 5 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U70200MH2021PTC367572. Its GSTIN is 27AAHCN8058K1ZV (Maharashtra). The company holds 6 GST registrations, all of them active.
The company has an authorised share capital of ₹35 Lakh and a paid-up capital of ₹32.29 Lakh. It is led by directors including Anupam Agal and Pawan Kumar.
Its last annual general meeting (AGM) was held on 26 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at Mumbai, Maharashtra.
As per the financials filed for FY 2025, the company reported a revenue of ₹94.36 Cr, a growth of 52% compared to the previous year. For the same year it recorded a net loss of ₹20.05 Cr (net margin -21.3%) and EBITDA of ₹14.54 Cr (EBITDA margin 15.4%). Revenue has grown at a compounded annual rate (CAGR) of 144% over three years.
The company has about 136 employees on its provident fund (EPFO) records.
The company is associated with 1 brand: Neo Wealth. As per MCA filings, the company has open charges of ₹839.5 Cr and satisfied charges of ₹120 Cr on record. The company has 4 deals on record (3 rights issues, 1 secondary share transfer); the latest was in February 2022. Its 3 peer companies in the BFSI industry (Portfolio Managers, Wealth Management), with the same principal business activity (financial advisory, brokerage and consultancy services) are compared by revenue, 2 larger and 1 smaller; the largest is Bellwether Capital Private Limited with revenue of ₹119.2 Cr.
Company details
CIN history
Neo Wealth Management has one previous CIN (Corporate Identification Number): U74140MH2021PTC367572. The current CIN is U70200MH2021PTC367572, which is the unique identifier assigned by the Registrar of Companies.
| CIN | Status |
|---|---|
| U70200MH2021PTC367572 | Current |
| U74140MH2021PTC367572 | Previous |
Contact details
Neo Wealth Management Private Limited's registered office is in Mumbai, Maharashtra.
- Registered Address903 B – Wing 9th Floor Marathon Futurex Mafatlal Mills Compound N.M. Joshi Marg Lower P, Arel, Mumbai, Maharashtra, India – 400013
- IndustryFinancial Services, Portfolio Management Services
- Company details, directors and signatories
- Historical financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Legal cases, compliance and MCA filings
Brands
Neo Wealth Management operates one associated brand: Neo Wealth. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Wealth management, family office services, and investment opportunities are provided. | neo-wealth.com |
Business activity
The main business activity of Neo Wealth Management is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services |
To see the full business activity and turnover split of Neo Wealth Management Private Limited, buy the company report.
Financials of Neo Wealth Management Private Limited
FY 2025 filings availableNeo Wealth Management Private Limited reported revenue of ₹94.36 Cr (up 52% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue has grown at a compounded annual rate (CAGR) of 144% over three years, including 52% growth in the latest year. EBITDA rose 17% in the latest year. Three- and five-year figures are compounded annual growth rates (CAGR): the steady yearly rate that links the first and the last year. All are worked out from the filed statements.
Financial Statement Summary
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 |
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| EBITDA | ₹14.54 Cr | |||
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| Net Profit (PAT) | -₹20.05 Cr | |||
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Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 |
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| EBITDA Margin | 15.4% | |||
| Net Profit Margin | -21.3% | |||
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To see the full financial statements and ratios of Neo Wealth Management Private Limited, buy the company report.
Board of directors of Neo Wealth Management Private Limited
Neo Wealth Management has 3 current directors and 14 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Anupam Agal Also directs: Neo Technology and Innovation Private Limited | Director | 25 May 2022 | 4 Years 5 Months | Current |
| Pawan Kumar | Director | 30 Jul 2024 | 2 Years 3 Months | Current |
| Chandramouli Raghavendra Prabhu | Additional Director | 08 Sep 2025 | 1 Years 1 Months | Current |
Peer comparison
Neo Wealth Management Private Limited is compared with the 3 companies closest to it by revenue in the BFSI industry (Portfolio Managers, Wealth Management), with the same principal business activity (financial advisory, brokerage and consultancy services), from the latest filed financials of each company.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| Bellwether Capital Private Limited | ₹119.2 Cr (FY 2025) | 20.0% | Mumbai, Maharashtra, India | |||
| Globe Derivatives and Securities Limited | ₹102.8 Cr (FY 2025) | -15.0% | New Delhi, Delhi, India | |||
| Neo Wealth Management Private Limitedthis company | ₹94.36 Cr (FY 2025) | -₹20.05 Cr | -21.3% | 52.0% | Mumbai, Maharashtra, India | |
| Equirus Wealth Private Limited | ₹87.46 Cr (FY 2025) | 38.0% | Mumbai, Maharashtra, India |
To see the full peer comparison of Neo Wealth Management Private Limited, buy the company report.
Charges & borrowings
| Date | Charge ID | Lender | Amount | Status | Modified or satisfied on |
|---|---|---|---|---|---|
| 06 Nov 2025 | 101192960 | Hdfc Bank Limited | ₹300 Cr | Open | |
| 23 May 2025 | 101105751 | Others | ₹60 Cr | Open | |
| 29 Nov 2024 | 101023760 | Others | ₹130.5 Cr | Open | |
| 18 Dec 2023 | 100844493 | Others | ₹50 Cr | Open | |
| 22 Sep 2023 | 100791138 | Others | ₹100 Cr | Open |
To see the full charge records of Neo Wealth Management Private Limited, buy the company report.
Total charge records: 8 View all charges
Deals & funding
Neo Wealth Management Private Limited has 4 deals on record (3 rights issues, 1 secondary share transfer); the latest was in February 2022.
Deals on record (4 of 4)
| When | Deal | Amount | Parties |
|---|---|---|---|
| Feb 2022 | Rights issue | ₹10 Cr | Investors: Crystal Investment Advisors LLP |
| Oct 2021 | Rights issue | ₹85 Cr | Investors: Crystal Investment Advisors LLP , VT Capital Market Private Limited |
| Oct 2021 | Rights issue | ₹25 Cr | Investors: Neo Investment Value Advisors Private Limited |
| Sep 2021 | Secondary share transfer | Undisclosed | Buyer: Neo Investment Value Advisors Private Limited Seller: 2 individuals |
Deal records are compiled from filings and public sources; amounts are shown only where the source reported them.
Legal cases
No court or tribunal cases involving Neo Wealth Management Private Limited are on our record; a case search with case numbers, parties and status is in the company report Buy the company report.
MSME payment delays
No delayed payments to MSME suppliers are on our record for Neo Wealth Management Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
Neo Wealth Management has 6 GST registrations: 6 active. The first 4 active GSTINs are listed below.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27AAHCN8058K1ZV | Maharashtra | Active | 22 Oct 2021 |
| 06AAHCN8058K1ZZ | Haryana | Active | 30 Aug 2022 |
| 36AAHCN8058K1ZW | Telangana | Active | 26 Sep 2022 |
| 19AAHCN8058K1ZS | West Bengal | Active | 28 Sep 2022 |
To see the full GST registrations and return filing status of Neo Wealth Management Private Limited, buy the company report.
Recent activity
Neo Wealth Management Private Limited has 21 board changes on record since 2021: 7 appointments and 14 cessations. The latest: Chandramouli Raghavendra Prabhu was appointed as Additional Director on 08 Sep 2025.
25 earlier events are in the company report.
Frequently asked questions
Neo Wealth Management is an active private limited company based in Mumbai, Maharashtra, India. The company works in portfolio management services, within the financial services industry. It was incorporated on 15 September 2021 (5+ years old) and is registered under CIN U70200MH2021PTC367572.
Neo Wealth Management has 3 current directors:
- Anupam Agal - Director
- Pawan Kumar - Director
- Chandramouli Raghavendra Prabhu - Additional Director
The latest financial statements of Neo Wealth Management on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 26 September 2025. Year-wise statements from FY 2022 are in the company report.
The GSTIN of Neo Wealth Management is 27AAHCN8058K1ZV, registered in Maharashtra. The company has 6 GST registrations in all, of which 6 are active. Other active GSTINs include 06AAHCN8058K1ZZ (Haryana), 36AAHCN8058K1ZW (Telangana), 19AAHCN8058K1ZS (West Bengal).
The CIN (Corporate Identification Number) of Neo Wealth Management is U70200MH2021PTC367572. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Neo Wealth Management was incorporated on 15 September 2021, making it 5+ years old. It is registered with the Registrar of Companies, Mumbai.
Neo Wealth Management has 4 deals on record (3 rights issues, 1 secondary share transfer); the latest was in February 2022.
The peers of Neo Wealth Management by revenue are Bellwether Capital Private Limited, Globe Derivatives and Securities Limited, Equirus Wealth Private Limited, all in the BFSI industry (Portfolio Managers, Wealth Management), with the same principal business activity (financial advisory, brokerage and consultancy services).
Chandramouli Raghavendra Prabhu was appointed as Additional Director on 08 Sep 2025. Pawan Kumar ceased to be Additional Director on 29 Sep 2024. Gaurav Atha was appointed as Director on 30 Jul 2024. Neo Wealth Management has 21 board changes on record in total.
The registered office of Neo Wealth Management is at 903 B – Wing 9th Floor Marathon Futurex Mafatlal Mills Compound N.M. Joshi Marg Lower P, Arel, Mumbai, Maharashtra, India – 400013.
Neo Wealth Management operates in the financial services industry, in the portfolio management services segment.
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