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Hardik Barot — Director · Neo Wealth and Asset Management | The Family Office Stack

People · Advisors · Finance & Operations

Hardik Barot

Neo group - Multi family office | 360 One WAM | Nuvama | Founder Kartavya Foundation (education for all)

Director · Neo Wealth and Asset Management

Role confidence CorroboratedLocation Mumbai, Maharashtra, IndiaFollowers 1.6KConnections 1.6K

Hardik Barot — Director · Neo Wealth and Asset Management · Mumbai, Maharashtra, India.

Direct contact

No direct contact on file for Hardik yet.

About

Experienced Professional with a demonstrated history of working in the financial services industry. Skilled in Fixed income, Portfolio management, credit analytics and Equity Research

Experience

DirectorCurrent
Neo Wealth and Asset Management · Mumbai
Feb 2026 – Present
Associate Director
IIFL Capital Services Limited
Mar 2025 – Feb 2026

Education

SIMSREE — Master of Business Administration - MBA, Finance and Financial Management Services · 2013 – 2015
University of Mumbai — Bachelor of Engineering - BE, Information Technology · 2006 – 2010

Skills

Financial PlanningClient RelationsPrivate BankingFinancial AdvisoryFamily Wealth ManagementPrivate EquityFundraisingFixed IncomeEquity ValuationEquity ResearchStock TradingTrade FinanceMarket AnalysisWritten & Oral Presentation Skills

Communication Skills

Microsoft Excel

C++

Microsoft Office Sharepoint Server

.NET

Market Research

SQL

Java

Business Strategy

Microsoft Office

Management

Microsoft Word

High Yield Bonds

Bond Markets

Corporate Bonds

Government Bonds

Business Development

Financial Analysis

Portfolio Management

Team Management

Leadership

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Anjali Khurana
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Divij Chopra
Jaya Obhan
Kusharaj Bhandary

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Organisation

Neo Wealth and Asset Management

Confidence scale

Verified · primary source
Corroborated by survey
Reported · unconfirmed
Unknown