Jaya Prakash Kalasamudram — Director · Neonate Financial Services

Jaya Prakash Kalasamudram — Director · Neonate Financial Services · Hyderabad, Telangana, India.

Direct contact

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About

With over two decades of dedicated experience in wealth management, I am a seasoned professional with a proven track record of success in managing family office clients, branch banking operations, relationship management, and mentoring wealth managers on product strategies.

Experience

DirectorCurrent
Neonate Financial Services · Hyderabad, Telangana, India
Dec 2024 – Present
At Neonate, we are passionate about empowering individuals, High Net-Worth Individuals (HNIs), Ultra-High-Net-Worth Individuals (UHNIs) & Enterprises to achieve financial freedom and security. With a deep understanding of wealth management, our focus is on delivering personalized & strategic financial solutions that align with our clients' goals and aspirations. Leveraging 20+ years of expertise, we at Neonate FinServ offer a comprehensive suite of services, including investment advisory, retirement planning, estate management, tax optimization and risk mitigation strategies. Our commitment is to build lasting relationships with our clients, providing them with expert guidance, bespoke strategies and the highest level of professionalism. A robust approach combining deep industry insights, cutting-edge technology, and a client-first mindset. We believe in a holistic approach to wealth management that goes beyond just numbers – it's about understanding our clients’ life goals, values, and priorities. Whether it's building a sustainable investment portfolio, planning for future generations, or optimizing tax strategies, Neonate FinServ is here to turn visions into reality. Let's connect and explore how best we can synergize.
Director Investment Analytics
HDFC Bank · Hyderabad, Telangana, India
Apr 2022 – Nov 2024

Education