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Neo Group
India · Fintech
Neo Group provides wealth and asset management for affluent clients, family offices and institutions.
Product
Neo Group combines wealth advice with asset management across private credit, infrastructure and private equity. Its wealth business supports investments, insurance and estate planning for individuals, families and corporate clients.
Based in Mumbai, the company operates through specialist advisory and investment teams across India. It develops financial products alongside technology to support long-term client relationships.
Funding history
1 round · 1 with disclosed amounts| Announced | Round | Amount | Investors |
|---|---|---|---|
| Definitive investment agreement | ~₹3.5B | Peak XV Partners — Lead |