AMFI-Registered Mutual Fund Distributor
Maximize Your Wealth with Expert Portfolio Management.
We always want to provide you the best services & support at every step of your smart investment. That’s why we have a team of highly professional & knowledgeable finance executives with us.
In an era of constant changing and volatile financial Market, Investors need an Qualified / Trained and unbiased professional to assist them in achieving their short term and long term Investment goal.Neo Economy and you Financial Services Pvt.Ltd.,our single utmost aim is to assist clients with dedication and integrity so that we exceed their expectations and build enduring relationships.
A critical component of our financial planning services is investment advisory. Our team of experienced advisors provides expert guidance on how to allocate your resources across various asset classes
We start by understanding your healthcare needs, taking into account factors like your age, medical history, family size, and lifestyle. Based on this, we recommend health insurance plans that offer the best coverage for you and your loved ones.
In a country like India, where healthcare costs are rising steadily, having health insurance is no longer optional but a necessity. Our health insurance services are designed to provide you with comprehensive medical coverage.
One of the key advantages of investing in mutual funds is diversification. By spreading investments across a wide array of assets, mutual funds help mitigate risk and enhance potential returns.
Equity investment is a powerful tool for individuals looking to participate in the long-term growth of companies. In India, the equity market has grown substantially over the years,
PMS is designed to provide personalized investment solutions, allowing you to benefit from professional expertise and insights. Whether you are an individual investor looking to grow your wealth or a corporate entity
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.
We've been helping businesses to do their best since 2003.
"I, Dr. Rahul Paithankar, am extremely satisfied with the service provided by Neo Economy and You Financial Services Pvt Ltd for my Star Health Policy no - ***********94954. The claim process for my knee surgery (Meniscus and Ligaments) on August 16th, 2025, was smooth and efficient. The team settled the bill promptly, and I appreciated their responsiveness and helpfulness throughout the process. Claim no - CIR/2026/******/******* was processed very quickly. I highly recommend Neo Economy and You Financial Services Pvt Ltd for their excellent service and wish them continued growth and success."
"Neo Economy and You is truly very cooperative and excellent by giving financial suggestions as per individual needs and family requirements in the best interest of not as a customer but like a family. It is a one-stop destination for solutions to all kinds of financial planning. I can truly recommend anyone who really needs financial comfort and to keep their future secured."
"My experience with this investment company has been highly satisfactory. The team demonstrates exceptional professionalism and a strong understanding of financial markets. They provide well-researched investment advice tailored to individual objectives, ensuring clarity and transparency throughout the process. I confidently recommend this company to anyone seeking reliable and strategic investment guidance."
"I’ve had a great experience with this financial services firm. They are professional, trustworthy, and truly committed to understanding their clients’ needs. They take the time to explain every detail clearly, provide smart and practical financial strategies, and consistently go above and beyond to ensure everything is well-managed. Sagar ***** has been assisting me for over a year now.. His guidance has really helped me feel more confident and organised with my finances. I appreciate his timely communication, transparent approach, and the personalised attention . Highly recommended for anyone looking for reliable financial management and long-term planning support!"
"Neo Economy and You Financial Services Pvt. Ltd. provides prompt financial guidance with professionalism. They really know their stuff and are always there with the best support. Super transparent, easy to work with, and genuinely committed to helping their clients."
"Such a great team! They really know their stuff and are always there with the best support. Super transparent, easy to work with, and genuinely committed to helping their clients. I’ve had an awesome experience and would definitely recommend their services to anyone."
"I have been associated with Shri. Dattatraya Mule sir for my insurance needs for last 10 years. Shri. Mule and his efficient team is very friendly in advising the product , follow up and timely response on whatever queries put to them. I will strongly recommend others to get his professional services and leave all your worries of insurance on their shoulders . They are the best in this business . I wish all the best to Mule Sir and his team"
"Great experience with Neo Economy and You Financial Services Pvt.Ltd.. The team was very cooperative specially Amol Pawar, polite, and helpful. Really happy with their service!"
"I found the experts and professionals here to be highly knowledgeable. Their advice was generally insightful and beneficial. The information provided contributed positively to my understanding. 🌟👍"
"I would like to express my sincere thanks to team for their support in all concerns the entire team is handling their tasks and provide customer support smoothly and professionally. I truly appreciate their service Keep it up👍👍"
"’ve been a client of Neo Economy and You Financial Services Pvt. Ltd. for over 8 years, and their professionalism and dedication to client satisfaction stand out. From investment planning to wealth management, their team provides tailored solutions that align with my financial goals. The advisors are knowledgeable, responsive, and always go the extra mile to clarify doubts. The digital platform is user-friendly, making it easy to track my portfolio. Overall, Neo Economy and You Financial Services Pvt. Ltd. is a trusted partner for anyone seeking reliable and personalized financial guidance." If you’re looking for a reliable, professional, and ethical financial partner, Neo Economy and You Financial Services Pvt. Ltd. is the answer."
"I would like to express my sincere thanks to Neo Economy and Financial Services for their support in getting my medical insurance. The entire process was handled smoothly and professionally. A special thanks to Komal ma’am, who helped me a lot at every step. She was patient, clear in her explanations, and always available to answer my questions. Her guidance made the whole experience easy and stress-free. I truly appreciate their service and would happily recommend Neo Economy and Financial Services to others."
"The service provided by Neo Economy and You Financial Services Pvt. Ltd. is truly excellent! Their team guided us very clearly and patiently through every step. They explained all the details in a simple, easy-to-understand manner and ensured we made the right financial decisions. Their professionalism, transparency, and customer-focused approach really stand out."
"It’s been 7 years since I started my SIP investment, and looking back, it feels amazing to see how far I’ve come. This journey has not just been about financial growth, but also about learning patience, discipline, and the value of consistency. A heartfelt thank you to Dattatray Mulye Sir and Ujjwala Ma’am for always guiding and supporting me like mentors. Your advice, encouragement, and genuine care have made a big difference in my financial journey. I truly appreciate all your efforts and the trust you’ve built over the years. 🙏 Feeling grateful and confident to continue this beautiful journey ahead. 🌿"
"Neo Economy and You Financial Services Pvt. Ltd. provides excellent financial guidance with professionalism and integrity. Their expert team ensures smart investment planning and transparent advice. Truly a one-stop solution for all insurance and investment needs."
"I have used their services multiple times and each time they do not amaze me with the level of services offered. Komal is amazing, quick and takes complete ownership of the concern and resolves ASAP. Datatray and team are supporting me on medical insurance for multiple years and I would strongly recommend their services to everyone."
We have more than 14 years of experience in the Financial Services Sector. We offer technology based services for our clients to effectively monitor their portfolio and help them reach their financial goals. We are one solution for all insurance and investment needs.
Office No - 13, B - Wing, 4th
Floor, Dr Herekar Park, Near
Kamala Nehru Park, Bhandarkar Road,
Pune - 411004
