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Prerak Bhatia
Founding Member, New Wealth Partners at Neo Wealth And Asset Management
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Work Experience
Founding Member, New Wealth Partners
Feb 2024 - Present · 10 months
Aug 2017 - Feb 2024 · 6 years and 6 months
Director - Private Clients
Jun 2021 - Feb 2024 · 2 years and 8 months
Vice President
Aug 2017 - May 2021 · 3 years and 9 months
Company Details
Neo Group is a new-age strategic asset management and financial advisory platform that aims to provide trustworthy, transparent, and unbiased financial solutions to its clients. Set up by Nitin Jain (Ex-CEO, PAG - Edelweiss Wealth Management Services), Neo Group aims to educate, enhance, and empower investors with optimal and value accretive financial tools for a secure and balanced future. Our strategy is to provide opportunities that allows investors to sustainably and responsibly grow their income, empowering them to pursue their dreams. The Group’s underlying goal is to assist in India’s glorious aspiration of self- reliance and egalitarian prosperity and as a responsible corporate citizen, Neo Group is committed to doing good, with the simplicity of service and purity of purpose. Neo Group’s Asset Management, Multifamily office, and Retail businesses seek to serve both institutional and retail customers across India, through global best-in-class governance standards, innovative technology-driven services, and a highly accomplished team with deep domain expertise in all its operations.
Year Founded
2021
Social Media
Linkedin
Industry
Financial Services
HQ Location
903 - B Wing, Marathon Futurex, NM Joshi Marg, Lower Parel Mumbai, Maharashtra 400013, IN
Keywords
Wealth & Asset ManagementMulti-Family OfficeAlternative InvestmentsRisk ManagementWealth Advisoryand Financial Services
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