Neonate FinServ is a wealth management firm dedicated to understanding the complex financial needs of HNIs, UHNIs, families, and corporates. We provide access to a curated range of financial solutions tailored to individual requirements.
Our approach combines disciplined processes, a clear investment policy framework, and rigorous due diligence-with a strong emphasis on risk management. Every client relationship is managed with transparency, consistency, and long-term perspective.
Our customized offering is strengthened by superior execution, a robust investment policy framework, and rigorous due diligence-with a strong focus on risk management.
Purpose Meets Perspective: The Mission & Vision Behind Neonate FinServ.
In todays fast-paced world, managing wealth isn't just about crunching numbers-it's about making smart, intentional decisions that align with how you want to live.
At Neonate FinServ, we set out to bridge the gap between financial complexity and everyday clarity. Our goal is simple: to help individuals and communities grow their wealth wisely, and invest with confidence.
Our mission is to build a thriving community where people are empowered to invest wisely and grow their wealth smartly.
We're here to simplify finance, offer practical guidance, and be a part of each client's journey toward financial independence. Because we believe that with the right support, everyone can take ownership of their financial story.
We envision a future where your lifestyle and your financial goals no longer stand in conflict.
Our vision is to elevate the Investment Quotient (IQ) of every individual we work with-empowering people to live well without compromising their long-term financial security.
"We're not here for short-term wins. We're here to help you make intentional & informed decisions that align with your values, goals & vision"
We operate with one simple principle - your interests come first. Every recommendation, allocation, and review is designed around your goals, risk appetite, and long-term comfort.
As an independent wealth management firm, we are product-agnostic. We focus solely on what's right for you - not what's easy to sell or popular in markets.
Our advice is backed by in-depth analysis, macro research, and a disciplined investment framework.
We identify opportunities early and help you stay ahead of market shifts.
Beyond investments, we address every layer of your financial life - asset allocation, estate planning, tax efficiency, and liquidity needs - to build a comprehensive wealth plan.
We believe in open communication. From fees to portfolio updates, every aspect of your relationship with us is transparent and measurable.
We see every client relationship as a long-term partnership - built on trust, clarity, and shared growth.
Our mission is simple: to help families preserve, grow, and transition wealth seamlessly across generations.
Our founders bring an enriching mix of expertise to the table which enables us to make our offerings & approach suit the new-age clientele & at scale. Our vision is to elevate the Investment Quotient of our clients & thereby enhance their lifestyle without compromising on their financial goals & security. We want to build such a large commune & be a part of each member's financial independence journey.
We are overly ambitious because we realize it Can be done.
With over two decades of dedicated experience in wealth management, JP is a seasoned professional with a proven track record in managing family office clients, branch banking operations, relationship management and mentoring wealth managers on product strategies. Over his career span, he has empowered individuals, HNIs, UHNIs & Enterprises to achieve their financial goals. With a deep understanding of wealth management, his focus has always been on delivering strategic financial solutions that align with clients' aspirations.
Pradeep is a cross-functional leader with 20 years of experience across FinOps, Delivery & Human Resources. He has hands-on in the areas of Operational Finance, Cost Optimization, Delivery, Change Management, Customer Success, People & Culture, Recruitment, Payroll & Employee Engagement. With an insightful exposure in start-up environment; he is equipped in setting up operational & support framework to create a 'Zero to One' moment. He possesses expertise in understanding of business processes & crafting delivery requirements.
