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People · Investment Leaders
Shradha Sheth · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Throughout my professional journey, I've cultivated an investment approach anchored in the core principles of compounding i.e. small wins lead to incremental success.
With over 15 years of experience in the financial services industry, I thrive on identifying 'undiscovered' opportunities, through identifying strong franchises known for their stability, enduring brand value and strong pricing power.
Drawing from personal experiences, I recognise the importance of prudent money management in achieving financial independence and well-being. Money, to me, is more than just a measure of wealth accumulation; it is a resource that aids transformation and fosters positive change in individuals' lives. I firmly believe in harnessing the power of this resource to help people achieve their dreams. This philosophy is our North Star at the Neo Group.
As the Head of Equities at Neo Wealth Management, I lead public equities across various platforms with a track record in maximising returns sustainably. In only 2 years, we have generated significant returns growing our clients’ wealth. Prior to this, I gained valuable experience working with esteemed financial service organisations, where my investing strategies consistently achieved an impressive CAGR.
Additionally, Asiamoney recognised me consecutively among the top small-cap analysts in 2015, 2018 and 2019.
Throughout my journey, my acumen has collectively propelled me to identify strong growth gems in India with a journey from being small caps (USD 200-300mn market cap) compounded and grown to be mid-cap and larger mid-caps (USD 2-3bn market cap).
Outside of work, I have a keen interest in finance literature like ‘Value Investing’ and social psychology books such as ‘Outliers’ along with educating children about financial concepts. I also enjoy music and attending symphony concerts with my husband.
You can reach out to me at - shradhasheth@neogroup.com
Experience
Head of Equities at Neo GroupCurrent
Neo Multi Family Office · Mumbai, Maharashtra, India
2022 – Present
As head of the equity investment team at Neo Group, I manage equity investments and portfolio management services. In my tenure, I have: • Led equity investment operations, overseeing portfolio management services leveraging advanced analytics and automation tools. • Achieved an absolute return of 44% since inception, surpassing performance benchmarks. • Implemented innovative investment strategies focused on preserving and sustainably growing clients' wealth through meticulous financial analysis and risk management. Skills: Financial Analysis, Portfolio Management, Capital Markets
Lead Mid-Cap Equity Analyst, Institutional Desk
Edelweiss Capital · Mumbai, Maharashtra, India
2013 – 2022
I dedicated my efforts to developing thorough research and delivering insightful investment recommendations. This encompassed: • Identifying high quality MNC and domestic franchisees early in clients journeys, focusing on intrinsic qualities and growth potential, this delivered a 30%+ CAGR. • Empowering portfolio managers with valuable insights, together we achieved a remarkable 3-4x absolute growth and exceeded the performance of the underlying index by 2x. I also received consecutive recognition as a top-ranked small-cap analysts by Asiamoney in 2015, 2018 and 2019. Skills: Equity Research
Education
- University of Mumbai — Post Graduate Diploma in Business Administration (PGDBA), Finance · 2002 – 2004
- Swami Vivekananda College — Bachelor's in Management Studies (BMS), Majored in Finance & Minored in Marketing · 1999 – 2002
Skills
Capital MarketsFinancial AnalysisPortfolio ManagementCapital MarketsEquity ResearchInvestmentsEquities
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