Neo Wealth and Asset Management
Jills Shah serves as Vice President at Neo Wealth and Asset Management since January 2025, bringing extensive expertise in finance. Prior experience includes a significant role in building India's first and largest corporate debt platform for institutional finance at Yubi from April 2019 to January 2025. Jills held the position of Senior Analyst at Royal Bank of Scotland Business from October 2017 to March 2019, providing advisory services backed by thorough research for diverse industry sectors. Participation as a delegate at the Harvard US-India Initiative in January 2018 highlighted involvement in discussions focused on India's sustainable future. Jills began with GBCA & Associates LLP as an Article Assistant from August 2013 to August 2016, focusing on transaction advisory, due diligence, mergers and acquisitions, valuations, and corporate restructuring. Jills is a Chartered Financial Analyst from the CFA Institute and a Chartered Accountant from The Institute of Chartered Accountants of India.
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Neo Wealth and Asset Management
Neo Group is a new-age wealth, asset and risk management platform that aims to provide clients with unbiased investment solutions in a transparent and cost-efficient manner. Set up by Nitin Jain (Ex-CEO, PAG - Edelweiss Wealth Management Services), Neo Group aims to educate, enhance, and empower investors with optimal and value-accretive financial tools for a secure and balanced future. Our strategy is to provide opportunities that allows investors to sustainably and responsibly grow their income, empowering them to pursue their dreams. The Group’s underlying goal is to assist in India’s glorious aspiration of self- reliance and egalitarian prosperity and as a responsible corporate citizen, Neo Group is committed to doing good, with the simplicity of service and purity of purpose. Neo Group’s Asset Management, Multifamily office, and Retail businesses seek to serve both institutional and retail customers across India, through global best-in-class governance standards, innovative technology-driven services, and a highly accomplished team with deep domain expertise in all its operations.