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NEO INVESTMENT VALUE ADVISORS PRIVATELIMITED

Neo

U67110MH2021PTC367309

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Suggest Edit Last updated: Oct 25, 2024
Key Metrics
  • No. of Employees238
  • Founded Year 2021
  • Company StagePrivate Limited Company
  • Total Funding₹997.46 Cr
  • Industry

  • Headquarter
  • Company StatusActive
About Neo

Neo is a new-age, focused Wealth and Asset Management firm in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Additionally, it also serves global institutions such as pension funds, insurance companies, endowments, Sovereign Wealth Funds etc. who are looking to participate in India’s long-term growth.

Business Model

Wealth and asset management firm Neo provides clients, who are some of the top billionaires in the country, with advisory and yield-based investment solutions which it claims to deliver in a transparent and cost-effective manner.

Neo Funding Details
Funding Highlights
Latest Founding RoundSeries B
Total Funding Raised₹997.46 Cr
No. of Investments Made0
Total No. of Acquisitions0
Lead Investors2
Investors
  • Peak XV Partners, Hemant Daga
Funding Details
TheKredible's detailed funding report contains info about Funding raised by the company along with Lead Investors, Investors, Shareholding Strcuture, and its Investments & Acquisitions.
₹799.00 ₹1,598.00
Funding History
TheKredible's 'Funding History' report provides deep insights of Funding with list of Lead Investors
₹399.00 ₹798.00
Funding Per Year
A Funding report of the company's overall funding on yearly basis, segregated by the team TheKredible.
₹199.00 ₹398.00
Neo Financial Details
Financial Highlights
FY 2022-23 Revenue₹65.11 Cr
FY 2022-23 Expenses₹73.74 Cr
FY 2022-23 Profit/Loss-₹3.6 Cr
Net Cash Flow From Operations-₹43.92 Cr
Full Financial Details
Detailed report containing info about Business Model, year-wise Financial Comparison, Ratio Analysis and detailed Revenue and Expense breakdowns.
₹799.00 ₹1,598.00
Financial Comparison
A detailed report of year-wise Financial Comparison of the company
₹430.00 ₹860.00
Revenue Breakdown
A report and breakdown of the company's year-wise revenue streams.
₹399.00 ₹798.00
Expense Breakdown
A report and breakdown of the company's year-wise expenditures.
₹399.00 ₹798.00
Shareholding Structure
Team at TheKredible has gone through several ROC filings and portrayed Shareholding Structure of the company.
₹499.00 ₹998.00
Financial Ratio
Analysis of Financial Ratios which gives quick insights about the company's profitability and capital efficiency.
₹199.00 ₹398.00
Neo Key People
People Metrics
Current Core Team1
Board Members/Directors3

Core Team

NJ
Nitin Jain Chairman & Managing Director

Board Members/Directors

PJ
Puneet JainDirector
RJ
Rashmi JainDirector
DJ
Dipty JainDirector
Neo Documents

AY - 2021-22

Profit and loss statement - Neo - 2021-22.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Neo for FY 2021-22
₹249.00 ₹498.00
Balance sheet - Neo - 2021-22.pdf
TheKredible's experts has summarized the Balance Sheet of Neo for FY 2021-22
₹249.00 ₹498.00

AY - 2022-23

Profit and loss statement - Neo - 2022-23.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Neo for FY 2022-23
₹249.00 ₹498.00
Balance sheet - Neo - 2022-23.pdf
TheKredible's experts has summarized the Balance Sheet of Neo for FY 2022-23
₹249.00 ₹498.00

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