About
Who are We
"Imagination is the beginning of creation."
At NeoWealth, we help you visualize and work toward your financial aspirations with clarity and precision. We simplify the complexities of the financial landscape, helping you understand how different investment choices align with your specific long-term goals.
With NeoWealth, you benefit from a modern, tech-enabled approach to wealth distribution.
Our digital platform, NeoWealth , utilizes advanced financial technology to help identify investment allocations tailored to your requirements. Every plan is unique, built on structured data and sound principles focused on long-term wealth creation.
Consultant Team
Anil Kumar Bhudolia
Director & Principal Relationship Manager
Anil possesses extensive experience in the financial and mutual funds markets. His journey began in 1994 in equity trading, shortly followed by engagement in the commodities sector. He entered the Mutual Funds industry in 2002 during its nascent stage in India and has been a key figure in the Jharkhand market for major Mutual Fund Houses. With this deep institutional knowledge, Anil brings a unique perspective to helping clients select appropriate investment solutions.
Professional Certifications
- AMFI-Certified Mutual Fund Distributor
- NISM Certified: Securities Operations and Risk Management (Capital Markets)
- Insurance Institute of India: Certified in Life and General Insurance facilitation
- NSE NCFM: Certified in Commodities Market
Personal Interests & Community
Outside of the financial world, Anil is an accomplished cricketer and an avid reader of books on global financial markets. He is a dedicated practitioner of meditative Yoga and a firm proponent of its benefits. Anil is also deeply committed to philanthropic initiatives, serving as a significant contributor to the Kutia Mandir Charitable Trust and participating in various social community services.
Core Philosophy
"In the long run, it's not just how much money you make that determines your future prosperity, but how much of that money you put to work by saving and investing it wisely."
Connect with Anil: anilbhudolia@neowealth.in
Subodh Modi
Director & Principal Officer
Subodh began his career in the financial markets in 2003. Within two years, he successfully established an Authorized Direct Trading Terminal as a sub-broker with the BSE, NSE, MCX, NCDEX, and MCX-SX. Over the decades, Subodh has supported clients in building capital through reliable market insights and distribution services. With over 20 years of exposure to the financial markets, he possesses extensive knowledge in Equities, Equity Derivatives, Commodities, Mutual Funds, SIFs and Insurance.
Professional Certifications
- Management Development Programme from IIM Indore.
- AMFI-Certified Mutual Fund Distributor.
- Certified Principal Officer: Insurance Institute of India.
- NISM Certified: Currency Derivatives, Specialised Investment Fund (SIF).
- NSE NCFM Certified: Derivatives Market, Capital Markets, and Commodities Market.
Leadership & Community Engagement
Subodh is a keen swimmer and badminton player who values time spent with family and friends. He maintains a robust professional network as a member of the Giridih District Chambers of Commerce.
As an active member of the Rotary Club Giridih Greater, Subodh has served in multiple leadership roles, including Treasurer, Secretary, and President. His exemplary contributions earned him the President's Citation from Rotary International, USA. Furthermore, he is dedicated to social causes, including environmental conservation and education, under the Marwari Yuva Manch.
Core Philosophy
"Wise spending begins with wise investing. And it's never too late to start."
Connect with Subodh: subodhmodi@neowealth.in
Our Services
Mutual Fund Distribution
Execution support across mutual fund schemes. No guaranteed returns.
Investment Facilitation
SIP & lump sum investments based on client preference.
Portfolio Review
Periodic tracking and rebalancing support.
Financial Awareness Support
General guidance on goal-based investing.
Disclaimer: NeoWealth is a Mutual Fund Distributor (MFD). We do not provide investment advisory services. Investments in mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing.
Why Invest Through Us
At NeoWealth we do extensive researches and our Investment ideas are based on study and analysis of ongoing financial market trends. Our robo Consultant tools incorporate these trends and offer customised investment opportunity based on your specific needs.
Building a solid financial plan means doing some homework-both on your part and NeoWealth. From examining your current situation, to setting goals, to deciding how to measure your progress, we handhold you through our structured 6 step Consultant process.
Step1: We agree to work together and explain the services you can avail.
Step2: Gather information about your current finances and set personal and financial goals, including timeframes. At this point we determine your risks too.
Step3: With all this information we analyse and strategise on plans to meet your goals. The analysis may cover your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.
Step4: Basis this analysis we develop recommendations explaining the rationale so you can make informed investment decisions.
Step5: Finally we put the plan into motion.
Step6: We followup periodically to monitor progress and ensure you're staying on track to achieve your investment goals, Course corrections are recommended in the financial plan whenever required.
Our Commitment of Service
In the course of interactions, you entrust us with a range of private information. Trust and reliability is the cornerstone of our philosophy. It forms the backbone of culture at NeoWealth and shapes our advice to you, realising that we have the unique ability to positively influence your future.
We deliver our service to you with these following Values:
- Operate with integrity and transparency
- Deliver outcomes that we are proud of and which leave our clients satisfied
- Maintain the highest ethical standards and behave in ways that earn trust of others
- Continuously improve our professional knowledge for betterment of our clients
