NeoNest Finserve Private Limited is a next-generation wealth advisory firm committed to redefining the financial landscape in India. With a client-first philosophy, we deliver highly personalized, research-backed financial solutions that cater to individuals across all income levels — from first-time investors to seasoned professionals.

At NeoNest, we believe wealth creation should be inclusive, accessible, and transparent. Our mission is to empower every client to build a secure and prosperous future through strategic guidance and holistic financial planning.
What Sets Us Apart
Inclusive Wealth-Building: We democratize access to wealth advisory by serving clients from all financial backgrounds.

Expert Leadership: Led by seasoned professionals with deep expertise in finance, investments, and economic strategy.

Tailored, Insight-Driven Advice: Every recommendation is based on your unique goals, backed by rigorous market research.

Comprehensive Solutions: From mutual funds and insurance to broking and research — all your financial needs under one roof.

Client-First Philosophy: Your interests come first — always. No product-pushing, just purposeful planning.

Trusted by Thousands: Built on relationships, credibility, and long-term value creation.

Visionaries Behind NeoNest
Navin Jain – Co-Founder & CEO
A seasoned finance strategist with nearly two decades of experience in corporate treasury, balance sheet and liquidity management, P&L optimization, and financial risk governance. Navin brings deep insight into both domestic and global financial markets.

Santosh Singh – Co-Founder
Chartered Accountant and CFA charterholder with 25+ years in capital markets. Former Head of Research and Fund Manager at Motilal Oswal AMC. Recognized as India’s #1 Insurance Analyst by AsiaMoney (2015–2017), Santosh brings a strong research-driven investment philosophy to NeoNest.

Ritu Jhingran – Co-Founder
Brand strategist and financial inclusion advocate with over 15 years of experience across financial services, FMCG, tech, and social sectors. Ritu leads growth and impact initiatives to make financial empowerment more relatable and accessible.

What We Offer
Mutual Funds – Tailored investment strategies for every goal

Health Insurance – Comprehensive protection for you and your family

Life Insurance – Safeguarding your future with trusted plans

Fire & General Insurance – Asset protection for life’s uncertainties

Stock Broking – Trade, invest, and grow your wealth confidently

Research & Insights – Market intelligence that powers smart decisions