I’m Neha Katariya, a wealth advisor and portfolio management professional. I help individuals, business owners, and women investors build long-term wealth with clarity, discipline, and confidence.
My work focuses on equity investing, Portfolio Management Services (PMS), and goal-based financial planning. I believe in strong fundamentals, clean balance sheets, quality management, and long-term compounding—rather than chasing short-term market trends.
What truly drives me is simplifying money decisions and creating judgment-free spaces for financial conversations, especially for women. Through advisory work, workshops, and community initiatives, I help women take confident ownership of their finances—not just to grow wealth, but to build independence and choice.
For me, wealth is not just about numbers. It’s about clarity, consistency, and confidence over time. My purpose is to help people move from confusion to control, and from saving money to building meaningful, lasting wealth.
Practice at a glance
12
Years of Experience
150
Families Served
₹250
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
SEBI Registered Research Analyst
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Build Wealth
Can help you buy / invest in
Other Insurances
Health Insurance
Global Investing
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Neha.