Neo Asset Management Pvt Ltd – Portfolio Management Services (PMS)

Co-Founder and CIO

Mr Puneet has more than 19 years of experience in marquee firms like Goldman Sachs and Kotak Institutional Equities comprising distressed assets, operational turn-around and equity research. He has invested US $ 1bn across more than 25 debt acquisition/ funding opportunities. He has done more than 25 debt acquisition/fresh funding deals across different structures with broad spectrum of large financial institutions. Involved in marquee debt deals across industries like steel, paper, and real estate in the Indian distress industry. Education:   IIT Kanpur IIM Ahmedabad Awards/ Achievements: Puneet was the only Indian investor to be featured as “Turnaround Titans” in Nov 2019 by Private Debt Investor, a globally recognized journal for special credit investing.

Managing Director

Mr. Rubin Chheda is the Managing Director at Neo Asset Management, leading the Special Situation & Core Credit Strategy to build the preferred alternatives platform that delivers superior risk-adjusted yields and address clients evolving income needs. With over two decades of experience in India's financial sector, he specializes in private credit, mid-market private equity, and transaction advisory. Previously, Rubin was the Managing Director and Co-founder of the True North Private Credit Vertical, part of one of India's oldest and most established private equity firms. Prior to his tenure at True North, he headed the Piramal-CDPQ Structured Credit Opportunities Fund and led the Corporate Lending (non-real estate) vertical at Piramal Capital. At Piramal, he managed approximately 4000 crores in investments across various sectors. He also has international experience with EY and PwC in New York and GE Capital in Chicago. Rubin holds an MBA in Finance from the University of Illinois and a BCom from Podar College of Commerce. He has completed the CPA (US) and all three levels of the CFA (US).

Managing Director and Head

Mr. Abishek is the Managing Director and Head – Infrastructure Funds at Neo Group and leads the Neo Infrastructure Income Opportunities Fund. He has over twenty one years of experience of which he has spent more than 16 years in Indian infrastructure. He has joined Neo from Global Infrastructure Partners which is one of the world’s largest infrastructure investor having AUM of more than USD100 billion. At GIP he was instrumental in several infrastructure investments in India and specially build-out, management and sale of infrastructure platforms. Prior to that he worked with leading global firms such as Actis which is one of the world’s largest emerging markets investor having AUM of USD24 bn, as well as with HSBC, Merrill Lynch, Morgan Stanley and McKinsey. Abishek holds a Post Graduate qualification in management from the Indian Institute of Management, Bangalore and a bachelor’s degree in mechanical engineering from the Indian Institute of Technology, Kanpur.

Principal Officer

8+ Years of Experience In Fixed Income Market and Financial Research Reputed Work History Established expertise as a Fixed Income Trader at LKP Securities, specializing in providing tailored financial solutions to institutional clients. Proven Track Record Responsible for managing proprietary treasury funds through strategic credit and directional calls on G-Secs & other Fixed Income Instruments. Qualifications Chartered Accountant and M.Com (Postgraduate)

Fund Manager

Mayank comes with 15 + years of deep commodities and capital market experience with institutions like Alpha Alternatives and Edelweiss , Set up, diversified and scaled one of the largest commodity fund for Alpha Alternative in India. Successfully deployed Rs 1500 Cr + across commodities with no negative quarter, He was also responsible for setting up and scaling Edelweiss commodities business which went on to become the largest desk in the country.He also has deep understanding of capital  market and has traded options and special situations.Mayank holds Master degree in Finance from Mumbai University

Head - Private Equity

Headed India Investments for TPG NewQuest; Co-Headed CLSA India PE,  IIT Delhi , IIM Bangalore