Neo Executive and Leadership Team

Rayan Malhotra, the Founder & Chief Executive Officer at Neo, directs the overarching strategic vision for the wealth and asset management platform. By prioritizing intergenerational financial planning, Malhotra architects high-level investment frameworks tailored for family offices and institutional clients. This leadership role involves constant engagement with market trends to ensure the platform maintains a competitive edge in the Indian financial landscape. Rayan Malhotra drives the expansion of bespoke credit and equity solutions, ensuring alignment with the diverse needs of sophisticated global investors. Through rigorous oversight of corporate governance and long-term capital allocation, the Founder & Chief Executive Officer secures the firm's market position. By fostering a culture of excellence and precision, the executive ensures that every client receives personalized attention. Ultimately, the Founder & Chief Executive Officer maintains the integrity of the firm's investment philosophy while scaling operations to meet the evolving demands of the private wealth sector.

A. Srikanth, the Co-Founder & Chief Executive Officer at Neo, manages the execution of asset management initiatives and institutional partnerships. Focusing on real assets and complex financial instruments, A. Srikanth designs robust investment vehicles that cater to the specific requirements of corporate and institutional entities. This role requires deep collaboration with the board to refine the firm's product offerings and market reach. By optimizing the deployment of capital across diverse asset classes, the Co-Founder & Chief Executive Officer enhances the overall value proposition for the firm's clientele. The executive monitors global economic shifts to adjust portfolio strategies, ensuring resilience and growth in volatile markets. Through the implementation of sophisticated risk management protocols, the Co-Founder & Chief Executive Officer protects client interests while pursuing sustainable returns. This leadership position demands constant innovation in financial product development, directly impacting the firm's ability to provide comprehensive wealth management solutions to a global audience.

Anupam Agal, the Chief Operating Officer at Neo, oversees the internal infrastructure and operational efficiency of the wealth management platform. By streamlining administrative processes and technological integration, Agal ensures that the firm delivers seamless service to private wealth clients. This leadership role involves managing the day-to-day execution of business strategies, allowing the firm to scale effectively across various market segments. Anupam Agal directs the implementation of operational workflows that support the delivery of bespoke financial solutions. By coordinating between departments, the Chief Operating Officer maintains high standards of service delivery and regulatory compliance. The executive focuses on optimizing resource allocation to support the firm's growth objectives in the competitive Indian financial sector. Through the continuous improvement of operational systems, the Chief Operating Officer enables the organization to handle complex intergenerational wealth management tasks with precision. This role remains vital for maintaining the operational agility required to serve sophisticated clients effectively.

Anirban Banerjee, the Co-Founder, Chief People & Transformation Officer at Neo, drives the organizational culture and human capital strategy. By architecting talent acquisition and development programs, Banerjee ensures the firm attracts top-tier professionals capable of delivering complex wealth management services. This leadership role involves managing the transformation of internal processes to align with the firm's long-term growth objectives. Anirban Banerjee oversees the integration of new technologies and cultural initiatives that foster innovation across the workforce. By prioritizing employee engagement and professional development, the Co-Founder, Chief People & Transformation Officer builds a resilient team capable of meeting the diverse needs of family offices and institutional clients. The executive monitors organizational performance metrics to ensure that human capital investments directly support the firm's strategic goals. Through the implementation of forward-thinking people strategies, the Co-Founder, Chief People & Transformation Officer secures the firm's ability to maintain its status as a premier asset management platform.