10+ Years Institutional Experience

Let us help you in making better money decisions

Most portfolios are built on tips and hope. Ours are built on real analysis: understanding the risk you are actually carrying, planning the return you can reasonably expect, and holding the plan when markets test it.

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No product pushing

Data-driven allocation

Risk-first framework

Investment products for every goal

A curated suite of offerings to build, protect, and grow your wealth.

Mutual Funds

Choose from more than 5,000 mutual fund schemes.

Pre IPOs

Access opportunities across more than 25 pre-IPO companies.

SIFs

Specialised investment strategies designed to generate alpha.

Wealthcase

Structured investment portfolios aligned with your goals.

Debentures

Risk-managed opportunities with predictable fixed returns.

PMS

Select from more than 50 leading PMS providers.

Insurance

Comprehensive solutions across all types of insurance.

Fixed Deposits

Explore returns beyond those offered by conventional banks.

Demat

Trade equities and participate in futures and options.

Loan against MF

Unlock portfolio value to optimise short-term liquidity.

Wealth management should be honest

No hidden commissions. No exaggerated return promises. Just disciplined analysis, transparent risk framing, and portfolios aligned to your real goals.

Unbiased Analysis

No product commissions. Advice is aligned to your outcome, not a sales target.

Risk First

We define how much you can afford to lose before chasing how much you can gain.

Realistic Returns

Expectations are grounded in data, not marketing headlines.

Transparent Fees

Clear fee structure with no hidden charges or embedded commissions.

Meet the co-founders

A leadership team combining institutional investment discipline with a strong foundation in finance.

Co-founder

Pulkit Moar, CFA

A CFA charterholder with over a decade of experience analyzing and managing portfolios for large financial institutions.

Bringing institutional-grade rigor and sophisticated wealth strategies directly to retail investors.

CFA Charterholder

A globally recognized credential, bringing insight into the global macro movements that shape Indian markets.

10+ Years Experience

Managed and analyzed portfolios for large financial institutions.

Retail Investor Focus

Translating institutional discipline into actionable personal strategies.

Co-founder

Neetu Nehra, MBA

An MBA in Finance with a strong understanding of personal financial priorities, Neetu helps shape Neem Wealth’s thoughtful, client-focused approach to wealth management.

MBA in Finance

A strong grounding in financial analysis, investment principles, and strategic decision-making.

Client-first Perspective

Understanding each investor’s priorities before translating them into clear financial decisions.

Retail Investor Focus

Helping make wealth strategies accessible, purposeful, and aligned with long-term personal goals.

Start with a conversation

Book a one-on-one WhatsApp consultation or complete a short assessment so we can understand your goals before we speak.

WhatsApp Consultation

Direct message to discuss your wealth management needs.

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Request a Call Back

A short form to understand your goals, risk appetite, and time horizon.

Request a Call Back