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Ashok Subramaniam CFA — Managing Director · Neo Group | The Family Office Stack

People · Advisors · Investment Leaders

Ashok Subramaniam CFA

Managing Director | Advisory

Managing Director · Neo Group

Role confidence VerifiedLocation Delhi, IndiaFollowers 1.8KConnections 572

Ashok Subramaniam CFA — Managing Director · Neo Group · Delhi, India.

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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

About

PORTFOLIO MANAGEMENT # WEALTH ADVISORY# PRIVATE BANKING# MULTI-FAMILY OFFICE

RELATIONSHIP & PEOPLE MANAGEMENT# NEW CHANNEL DEVELOPMENT

UHNI SALES # BUSINESS DEVELOPMENT# PARTNERSHIP & COLLABORATION # ANALYTICAL & STRATEGIC THINKING

BUDGETING & COSTING # RISK MANAGEMENT & COMPLIANCE# KYC & AML

Experience

Managing DirectorCurrent
Neo Wealth and Asset Management · India
Jul 2024 – Present
Charter MemberCurrent
TiE · Chennai, Tamil Nadu, India
Mar 2020 – Present

Education

CFA Institute

— Chartered Financial Analyst, Finance, General

· 2014

Lal Bahadur Shastri Institute of Management — PGPM, Business Administration and Management, General · 2001 – 2003

Skills

Relationship ManagementPortfolio ManagementBankingInvestmentsWealth ManagementCRMRisk ManagementMutual FundsFinanceFinancial RiskFinancial MarketsManagementPrivate BankingInvestment AdvisoryLeadershipNew Business DevelopmentFinancial AdvisoryTeam Management

Related professionals · Neo Group

Divij Chopra — Founding Member | Managing Director
Tarun Singh — Managing Partner

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Yashwardhan Chauhan — Founder’s Office - Investment, Capital Allocation & Special Opportunities · ReNew
Manoj Bandivadekar
Saurav Lugria — Executive Director & Head - Family Office Advisory · Spark Capital PWM
Biharilal Deora CFA, CIPM, FCA — Director · Abakkus Asset Manager

Organisation

Confidence scale

Verified · primary source
Corroborated by survey
Reported · unconfirmed
Unknown