Neo Wealth Management Private Limited Company Logo

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:

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: U74140MH2021PTC367572. 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 Vishal Jayprakash Vithlani (Director), Varun Bajpai (Ceo), Nitin Jain (Director). Past directors included Priti Jayant Sheth, Vishal Jayprakash Vithlani, Kaushik Hirji Karani. It holds ₹720.50 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

  • CIN/LLPIN

    U74140MH2021PTC367572

  • 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 Indicators

  • Authorised Capital ₹ 3.50 M
  • Paid Up Capital ₹ 3.23 M
  • Company Age 4 Year, 3 Months
  • Last Filing with ROC 31 Mar 2025
  • Open Charges ₹ 720.50 Cr
  • Satisfied Charges ₹ 120.00 Cr
  • Revenue Growth 342.47%
  • Profit Growth -1693.32%
  • Ebitda -579.94%
  • Net Worth 0.70%
  • Total Assets -34.99%
Company report

Neo Wealth Management Private Limited

Company Report FY 2025-2026

Explore comprehensive insights into Neo Wealth Management Private Limited — covering financial performance, compliance records, Competitor, shareholding patterns, directors, key metrics, and litigation history. Unlock to see detailed insights and stay informed.

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Who are the key members and board of directors at Neo Wealth Management Private Limited?

Current Directors

NameDesignationAppointment DateStatus
Vishal Jayprakash VithlaniDirector13 Feb 2023Current
Varun BajpaiCeo13 Feb 2023Current
Nitin JainDirector16 Nov 2021Current
Anupam AgalDirector25 May 2022Current
Pawan KumarDirector30 Jul 2024Current
Gaurav AthaDirector30 Jul 2024Current

Past Directors

NameDesignationCessationStatus
Pramod AbcsddDirector03 Jan 2022Past
Pramod AbcsddAdditional Director28 Sep 2023Past
Pramod AbcsddAdditional Director27 May 2022Past
Pramod AbcsddAdditional Director01 Sep 2022Past
Pramod AbcsddCfo(Kmp)-Past
Pramod AbcsddAdditional Director27 May 2022Past

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Financial Performance of Neo Wealth Management.

Neo Wealth Management Private Limited, for the financial year ended 2023, experienced significant growth in revenue, with a 342.47% increase. The company also saw a substantial fall in profitability, with a 1693.32% decrease in profit. The company's net worth moved up by a moderate rise of 0.7%.

Neo Wealth Management revenue growth over time
Neo Wealth Management profit and loss trends over time
  • Key Matrics
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • Ratios
Metrics
(FY 2023)YOY Growth
(FY 2022)(FY 2021)(FY 2020)(FY 2019)
Total Revenue
342.47%
Revenue from Operations
148.85%
Total Assets
-34.99%
Profit or Loss
-1693.32%
Net Worth
0.70%
EBITDA
-579.94%

What is the Ownership and Shareholding Structure of Neo Wealth Management?

In 2023, Neo Wealth Management had a promoter holding of 55.74% and a public holding of 44.25%. The company had 3 Subsidiaries. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

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Charges (Loans)

Open Charges

₹7,205,000,000.00

Satisfied Charges

₹1,200,000,000.00

Charges Breakdown by Lending Institutions

  • Hdfc Bank Limited : 300.00 Cr
  • Others : 270.50 Cr
  • Axis Bank Limited : 150.00 Cr

Latest Charge Details

DateLenderAmountStatus
06 Nov 2025Hdfc Bank Limited₹300.00 CrOpen
23 May 2025Others₹60.00 CrOpen
29 Nov 2024Others₹130.50 CrOpen
18 Dec 2023Others₹50.00 CrOpen
22 Sep 2023Others₹30.00 CrOpen

Explore comprehensive loan charge details -

How Many Employees Work at Neo Wealth Management?

Neo Wealth Management has a workforce of 136 employees as of Jun 27, 2024. Unlock access to detailed historical data on individuals associated with the company, including employment records, contributions to the Employees' Provident Fund Organization (EPFO), and other related insights.

Employee growth trends for Neo Wealth Management Private Limited

Deals i

Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of Neo Wealth Management, offering detailed information on various transactions, including security allotment data. Explore the intricate details of financial agreements, mergers, acquisitions, divestitures, and strategic partnerships that have shaped Neo Wealth Management's trajectory.

Rating

Graph displaying rating trends over time

Access the credit rating data, providing valuable insights into the company's creditworthiness and financial stability. Explore assessments from leading credit rating agencies, evaluating factors such as debt obligations, liquidity, profitability, and overall financial health.

Alerts

Alert Indicator

Stay informed about regulatory alerts and litigation involving and associated companies. Receive timely updates on legal proceedings, regulatory changes, and compliance issues that may impact the company's operations, reputation, and financial performance. Monitor litigation involving subsidiaries, joint ventures, and other affiliated entities to assess potential risks and liabilities.

Latest Updates, News, and FAQs on Neo Wealth Management

Recent Activity within the Organization

  • Charges

    A charge with Hdfc Bank Limited amounted to Rs. 3,000.00 M with Charge ID 101192960 was registered on 06 Nov 2025. was recorded as a recent event.

  • Charges

    Progress on 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 documented.

  • Annual General Meeting

    Progress on Neo Wealth Management Private Limited last Annual general meeting of members was held on 26 Sep 2025 as per latest MCA records. was documented.

  • Charges

    The activity A charge registered on 17 Aug 2023 via Charge ID 100777667 with Others was fully satisfied on 17 Sep 2025. was completed.

  • Director Appointment

    Progress on Chandramouli Raghavendra Prabhu was appointed as a Additional Director was appointed as a Additional Director on 08 Sep 2025 & has been associated with this company since 3 months 8 days . was documented.

  • Charges

    The activity A charge with Others amounted to Rs. 600.00 M with Charge ID 101105751 was registered on 23 May 2025. was completed.

Frequently Asked Questions

  • What is the CIN of Neo Wealth Management Private Limited?

    The CIN of Neo Wealth Management Private Limited is U74140MH2021PTC367572.

  • 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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