Mr Puneet Jain Co-Founder and CIO
Mr. Puneet brings over 19 years of extensive experience gained at prominent financial institutions including Goldman Sachs and Kotak Institutional Equities. His expertise spans distressed asset management, operational turnarounds, and equity research. He has a proven track record of deploying US$1 billion across more than 25 debt acquisition and funding initiatives. Mr. Puneet has successfully executed over 25 debt acquisition and fresh funding transactions, employing diverse structures and engaging with a wide range of large financial institutions. He has been instrumental in significant debt transactions within the Indian distressed sector, specifically in industries such as steel, paper, and real estate.
**Education:** IIT Kanpur, IIM Ahmedabad.
**Awards and Recognition:** Mr. Puneet was recognized by Private Debt Investor, a globally respected publication focusing on special credit investing, in its November 2019 issue as a "Turnaround Titan," making him the sole Indian investor to receive this distinction.
Mr Rubin Chheda Managing Director
Mr. Rubin Chheda serves as the Managing Director at Neo Asset Management. In this capacity, he spearheads the Special Situation & Core Credit Strategy, with the objective of establishing a premier alternatives platform designed to generate enhanced risk-adjusted returns and cater to the evolving income requirements of our clientele.
With an extensive career spanning over twenty years within India's financial industry, Mr. Chheda possesses deep expertise in private credit, mid-market private equity, and transaction advisory services. Prior to his current role, he was a Managing Director and Co-founder of the True North Private Credit Vertical, associated with a prominent and long-standing private equity firm in India.
His prior experience includes leading the Piramal-CDPQ Structured Credit Opportunities Fund and overseeing the Corporate Lending (non-real estate) division at Piramal Capital. During his tenure at Piramal, he was responsible for managing investments totaling approximately INR 4,000 crores across a diverse range of sectors.
Mr. Chheda also brings international experience, having worked with EY and PwC in New York, and GE Capital in Chicago. He holds an MBA in Finance from the University of Illinois and a Bachelor of Commerce from Podar College of Commerce. Furthermore, he has attained the CPA designation (US) and successfully completed all three levels of the CFA program (US).
Mr Abishek Goel Managing Director and Head
Mr. Abishek serves as the Managing Director and Head of Infrastructure Funds at Neo Group, overseeing the Neo Infrastructure Income Opportunities Fund. His extensive career spans over twenty-one years, with a significant portion of more than 16 years dedicated to the Indian infrastructure sector. Prior to joining Neo, he was associated with Global Infrastructure Partners, a prominent global infrastructure investor managing assets exceeding USD 100 billion. During his tenure at GIP, he played a pivotal role in numerous Indian infrastructure investment initiatives, particularly in the development, management, and divestment of infrastructure platforms. His prior professional experience includes roles at esteemed international organizations such as Actis, a leading emerging markets investor with assets under management of USD 24 billion, as well as at HSBC, Merrill Lynch, Morgan Stanley, and McKinsey. Mr. Abishek holds a postgraduate degree in management from the Indian Institute of Management, Bangalore, and a bachelor's degree in mechanical engineering from the Indian Institute of Technology, Kanpur.
Ms Arpee Jani Principal Officer
**Professional Experience & Expertise**
With over eight years of dedicated experience in the fixed income market and financial research, this professional possesses a distinguished work history. Established expertise has been demonstrated as a Fixed Income Trader at LKP Securities, where a specialization in delivering customized financial solutions to institutional clients was developed.
**Performance & Capabilities**
A proven track record includes the successful management of proprietary treasury funds. This was achieved through strategic credit decisions and directional calls concerning Government Securities (G-Secs) and other fixed income instruments.
**Academic Credentials**
Qualifications include being a Chartered Accountant and holding a Master of Commerce (M.Com) degree.
Mr Mayank Bhagat Fund Manager
Possessing over 15 years of extensive experience in commodities and capital markets, Mayank has a proven track record with esteemed firms such as Alpha Alternatives and Edelweiss. He was instrumental in establishing, diversifying, and expanding one of India's most significant commodity funds at Alpha Alternatives. This involved successfully deploying over ₹1,500 crore across various commodity assets, achieving consistent positive returns without any negative quarters. Furthermore, Mayank spearheaded the setup and growth of Edelweiss's commodities business, which subsequently became the nation's largest desk. His expertise extends to a profound understanding of capital markets, including trading in options and special situations. Mayank holds a Master's degree in Finance from Mumbai University.
Mr. Nitin Agarwal Head - Private Equity
Led the India investment division at TPG NewQuest. Previously, co-led the India Private Equity practice at CLSA. Educational background includes IIT Delhi and IIM Bangalore.
