🔓 Unlock the full profile of Balakrishna Hariharan (Neo Wealth And Asset Management), including verified contact details, financial insights, and professional associations.
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Email: bal*****@neo******.com
Mobile: 70038*****
Estimated Net Worth 💰 : ₹0 – ₹500+ Cr (approx. $0 – $60M)
Key Insights You Should Know About This Individual
- Co-Founder and Executive Director of Neo Wealth and Asset Management since December 2022, playing a pivotal role in shaping the organization’s strategic direction and business development.
- Previously served as Director at Absolute 15 Capital starting from September 2011, contributing to investment strategies and client relationship management.
- Held the position of Senior Partner at Edelweiss - Private Wealth from May 2015 until November 2022, where significant growth in client portfolios was achieved.
- Started the professional journey at IIFL Wealth Management Ltd, working from October 2005 to February 2009, gaining foundational experience in wealth management and client service.
- Instrumental in establishing a client-first approach at Neo Wealth and Asset Management, focusing on personalized financial solutions and holistic investment strategies.
- Led various initiatives to expand the service offerings of Neo Wealth and Asset Management, enhancing the firm’s competitive edge in the wealth management sector.
- Faced challenges related to market volatility and client trust during economic fluctuations, adapting services to mitigate risks and maintain client confidence.
- Focused on innovation in wealth management practices, integrating technology to offer improved services and operational efficiencies at Neo Wealth and Asset Management.