AMC Background

Neo Asset Management is part of the Neo Group, a fast-scaling alternatives-focused wealth and asset management platform founded in October 2021, with roots in institutional wealth management and private markets. The group is backed by high-quality global investors, including MUFG, Peak XV (formerly Sequoia Capital India/SEA), and Euclidean Capital. Neo Asset Management manages approximately INR 17,000 crore across private credit, secondaries, and real assets, supported by a 65+ member team including over 40 dedicated investment professionals with a cumulative experience of more than 250 years in Indian alternative assets. The founding and senior leadership team - comprising professionals with prior leadership roles at Edelweiss, Macquarie, Goldman Sachs, TPG, Deutsche Bank, and Citibank - brings deep experience in scaling financial services businesses, structuring complex transactions, and managing large pools of capital. Neo has positioned itself as a platform-led alternative asset manager with strong origination, underwriting, and execution capabilities.

PMS Investment Philosophy

People-Led Investment Platform

Neo’s investment approach is anchored in the belief that strong outcomes in alternative assets are ultimately driven by the quality of people and leadership. The platform is built around experienced investment professionals with institutional backgrounds across private credit, structured finance, and special situations, supported by clearly defined decision-making accountability and investment committee oversight.

Adaptive and Entrepreneurial Mindset

The investment philosophy emphasises flexibility and continuous learning. Neo actively evaluates shifts in market structure, regulatory environment, and capital availability, and adjusts investment theses as conditions evolve. This adaptive approach allows the platform to identify emerging opportunities and recalibrate risk assumptions rather than relying on static, one-time underwriting views.

Conservative Capital Allocation with a Deep Value Bias

Capital preservation forms the foundation of Neo’s investment philosophy. The firm seeks opportunities where assets or businesses are priced with a meaningful margin of safety and where multiple downside protection mechanisms are available. Investments are structured conservatively, with a clear preference for collateral-backed exposure, senior positioning, and scenarios where downside outcomes are clearly defined and controlled.

Process-Driven and Repeatable Decision Making

Neo follows a structured and disciplined investment process designed to ensure consistency across deal sourcing, underwriting, and portfolio management. Investment decisions are supported by detailed checklists, standardised evaluation frameworks, and multi-layered diligence, aiming to reduce subjectivity and improve repeatability while retaining room for informed judgment where necessary.

Deep Due Diligence and Active Monitoring

Investment decisions are supported by a multi-layered due diligence framework covering financial, promoter, technical, and legal assessment, supplemented by external industry experts, institutional advisors, and third-party service providers. Post-investment, Neo maintains a strong focus on monitoring and enforcement, including ongoing covenant tracking, asset revaluation, utilisation checks, and periodic risk reviews, ensuring early identification and mitigation of potential stress.