Who We Are

Who We Are

ITI Principal

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.

At 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.

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. We focus on being the most reliable prompt and efficient provider of financial and insurance services. We endeavour to be a one stop financial supermarket and to be of immense help to our investors and provide help regarding Tax Solutions, Retirement Planning, Wealth Creation and Insurance Management.

We are certified Mutual Fund Distributors recognized by the AMFI (Association of Mutual Funds in India) ARN-281840, EUIN-E530923.

Our main aim is to provide strategic solutions keeping in mind client's short and long-term goals by using various tools of asset allocation and financial planning and we take a reasonable amount of care whilst doing this.