Neo Income Plus Fund

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Neo Income Plus Fund

Neo Group is a modern asset and wealth management platform that offers comprehensive investment solutions. They focus on delivering reliable strategies to help clients grow and manage their wealth effectively. Their approach combines innovation with expert guidance to navigate today’s financial landscape, ensuring security and maximizing opportunities for the investors.

Aim: To build India’s preferred Alternative Asset Management Platform
Their journey highlights significant milestones:

  • Originating from Peak XV Funded (Formerly Sequoia Capital India)
  • 700 Cr Net worth
  • Serving 1000 + Clients
  • Managing assets totaling 330,000 Cr AUA & AUM
  • Achieved profitability in FY24 with positive PBT.
  • Overseeing 5000 crore rupees in mutual fund assets (AMC).

Fund Snapshot

Category SEBI registered Category AIF
Structure Close-ended
Fund Size INR 700 Cr
Expected IRR ~15%-16% p.a.
Fund Term 4 years from first close
Return Profile Interest Income + Capital Appreciation
Drawdowns Up to 3
Estimated Number of Fund Investments At least 12
Additional Sponsor Commitment Up to ~6% of fund size
Sector Focus Sector Agnostic
Investment Manager Neo Asset Management Private Limited Fund

Structured Uniquely in the best interest of Clients

1. Strong Sponsor Support
-Skin in the game
– Sponsor absorbs potential losses before investors
2. Fees
– Truly aligns with customer’s interest
– Zero performance fees
– Competitive pricing
3. Deployment and Drawdown
– Short deployment period of 12-18 months
-Maximum of 2-3 drawdowns
4. Robust Pipeline
– Pipeline of 20+ deals, 5 in advanced stages
– Well-diversified spread over multiple sectors

NEO's Unique Performing Credit Philosophy

At NEO, their approach to Performing Credit is guided by a distinctive set of principles aimed at delivering sustainable and robust investment outcomes.
Here’s how they achieve this:

  • Scaled time-tested Companies
  • Adequate Collateral
  • <3:1* Projected Debt / EBITDA
  • Low leverage focus
  • Proven Industries
  • Strong Covenants
  • Counterparty Conduct & Alignment

At NEO, their commitment to these principles underpins their strategy in Performing Credit, fostering trust, stability, and consistent value creation for the stakeholders.

FAQ:

What sets Neo Income Plus Fund apart from other investment options in the market?

Neo Income Plus Fund differentiates itself with strong sponsor support, zero performance fees, and a robust performing credit philosophy.

How does Fund Manager -Ashutosh Ojha's background and experience contribute to Neo Income Plus Fund's investment strategy?

Fund Manager – Ashutosh Ojha’s extensive experience in executing deals across sectors and achieving high IRRs enhances Neo Income Plus Fund’s portfolio management and risk assessment capabilities.

What are the key highlights of Neo Group's journey and achievements in the asset management industry?

Neo Group, originating from Sequoia Capital India, boasts a SEBI registered Category AIF, managing substantial assets with profitability achieved in FY24, showcasing strong client service and financial performance.

Meet the Investment Team

Nitin Jain – MD & Chairman-Neo Group

Nitin brings over 21 years of distinguished experience in financial services. Former CEO at PAG Edelweiss Wealth Management, he holds degrees from IIT Kharagpur and IIM Calcutta. Recognized as the Global Indian of the Year 2021 by Asia One, Nitin Jain exemplifies leadership and expertise in the financial sector, driving strategic growth and innovation within the industry.

Ashutosh Ojha – Fund Manager

Ashutosh brings over 19 years of extensive investment experience, having executed more than 25+ deals, and has deployed approximately 8000 crore rupees. With a proven track record of 13% to 16% Internal Rate of Return (IRR) and a remarkable 100% successful exit rate, he demonstrates a strong understanding of financial markets.
Educated at IIT Kanpur and IIM Lucknow, his career started in derivative trading at Edelweiss, followed by leadership roles in Risk Management and quantitative research at QUANT for 6 years. He further showed his expertise in managing credit investments across diverse sectors such as NBFCs, Infra, Promoter Holdco, Sub-Sovereigns, and securitization during his tenure at Birla Sun Life.
Before joining NEO in 2023, he managed the CreditPlus Category II AIF at Edelweiss. Throughout his career, he has maintained a track record of zero defaults, showing his expertise in managing investments across mutual funds and performing credit funds.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

ASK India Select Portfolio

AMC Name: ASK Investment Managers Ltd Inc Date: 4-Jan-10
Multi Cap
(PMS)
2,808 Strategy 5.80 10.60 15.30 22.70 6.50 12.90 13.50 17.30 15.70
S&P BSE 500 8.00 12.40 18.50 26.50 15.20 20.40 17.60 16.10 12.80

ASK Indian Entrepreneur Portfolio

AMC Name: ASK Investment Managers Ltd Inc Date: 25-Jan-10
Multi Cap
(PMS)
18,959 Strategy 3.70 7.20 10.00 20.50 5.00 13.80 14.80 18.40 17.60
BSE 500-TRI 8.00 12.40 18.50 26.50 15.20 20.40 17.60 16.10 13.10

Book a call with our experts

For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.