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.

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Neo Income Plus Fund

About Fund Manager

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.

Structured Uniquely in the best interest of Clients

    1. 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.

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