Neha Katariya

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.