Your Gateway to Extraordinary Financial Growth
Institutional grade investment access for Indian investors, trusted by 15,000+ investors, HNIs and family offices across India.
What is Neoma Capital
India's Full Stack
Financial Advisory Platform.
Neoma Capital is a financial services platform that brings institutional grade investment access to Indian investors. Trusted by 15,000+ investors, HNIs and family offices, and backed by global financial infrastructure, Neoma delivers end-to-end solutions across investment, advisory and consulting.
From Unlisted Shares and Global Equities to Strategic Advisory mandates and CFO Services, Neoma operates as a comprehensive financial services firm trusted by HNIs, family offices and corporate promoters across India.
Start a ConversationUnlisted Securities
Global Tickers
Verified Securities
Max p.a. Structured Notes
Investors Served
Years of Expertise
Our Services
Complete Financial Solutions
for Every Investor.
Unlisted and Pre-IPO Shares
Access 500+ unlisted and pre-IPO securities before they reach public markets. Every name on our platform is backed by Neoma research covering financials, growth trajectory and risk profile.
- 500+ curated and verified securities
- Real-time pricing transparency
- Research-backed selection
- Technology, BFSI, Consumer and more
Global Investingvia GIFT City
Access US, UK and HK equities, global ETFs, structured notes and offshore funds from a single platform. Build a truly international portfolio alongside your India book.
- 4,000+ tickers across US, UK and HK
- Pre-IPO: SpaceX, OpenAI, Stripe and more
- 200+ global ETFs from $1 minimum
- USD structured income at 10-19% p.a.
Structured Income Notes
USD coupons of 10 to 19% per annum (indicative) from A-rated issuers. Capital-protected variants available.
- Indicative USD coupons 10-19% p.a.
- A-rated global issuers
- Capital-protected variants available
- Quarterly or monthly coupon options
Strategic and Due Diligence Advisory
Institutional-grade advisory across the full growth journey - go-to-market strategy, strategic planning, expansion and acquisitions, and end-to-end due diligence, backed by deep financial analysis and our expert advisory team.
- Go-to-Market (GTM) strategy
- Strategic and growth advisory
- Expansion, M&A and acquisitions
- Due diligence and valuation
Our Past Work
Mandates Delivered.
Impact Measured.
Private Equity Client
Full-scope financial and commercial due diligence on a profitable consumer brand ahead of a growth-stage acquisition.
FMCG Venture Capital Client
India's traditional convenience food sector spanning 17 product categories.
Delhi HNI Family Office
Structured a USD-denominated global portfolio including US equities, structured notes and global REITs.
D2C Startup
End-to-end fundraising advisory including financial modelling and investor introductions for a Series A round.
SME Manufacturing Client
Virtual CFO engagement covering financial reporting, cash flow management and statutory compliance.
Real Estate Developer
Strategic advisory for a commercial real estate developer exploring JV structures across NCR properties.
Tools and Screeners
Research Before You Invest.
Think Before You Decide.
Unlisted Shares Screener
Filter 500+ unlisted securities by sector, financials, growth rate and deal stage. Advanced filters for informed discovery.
Open ScreenerMutual Funds Screener
Returns, ratios, sector allocations, holdings and fund manager data, powered by live data, all in one place.
Open ScreenerFinancial Health Assessment
Know where you stand before deciding where to go. Scored, segmented and personalised direction.
Take AssessmentAbout Neoma Capital
India's Full Stack
Financial Services Platform.
Neoma Capital Private Limited is a financial services company incorporated in India, operating as a comprehensive advisory and investment platform. Founded by CA Harsh Agarwal, Neoma is built on a foundation of legal, financial and advisory expertise serving clients across India.
Our platform serves 15,000+ investors including HNIs, family offices, corporate promoters and institutional clients across Delhi, Mumbai, Bengaluru and beyond.
Neoma partners with Valura.ai (IFSCA-regulated, GIFT City) for Global Investing services, bringing international market access to Indian investors with full regulatory compliance.
CA Harsh Agarwal
Founder and Managing Director
Investment and advisory professional with expertise in investment advisory, financial due diligence, strategic transactions and global markets. Leads Neoma Capital's platform strategy and client advisory across India.
Ready to grow your wealth with confidence?
Speak with a Neoma advisor and get a personalised plan across Unlisted Shares, Global Markets and Structured Products, no obligation.
What Our Clients Say.
"Neoma gave us access to a pre-IPO name we had been tracking for two years. The research note was thorough and the advisory on sizing was exactly what we needed."
"The due diligence report was institution-grade. The team went beyond the numbers and flagged things we had missed."
"We moved a portion of our family office portfolio into global equities and structured notes through Neoma. The unified reporting and direct access made all the difference."
"The financial health assessment tool on their platform is genuinely useful. Free, and better than most paid tools I have used."
"Direct access to the advisor who knows your portfolio is rare in India. The team picks up the phone. That alone is worth it."
"Neoma Capital helped us structure a complete fundraising strategy. The financial model and investor materials were pitch-perfect."
Ideas, Insight
and Analysis.
India's IPO Rush: The Case for Pre-IPO Investing
D-Street anticipates a ₹33,000-cr IPO pipeline. This surge highlights why serious Indian investors should understand the strategic advantages and risks of Pre-IPO investing.
Read the note →Evaluating AMC IPOs: The SBI Funds Management Case
As SBI Funds Management considers an IPO, serious investors need a framework to evaluate asset management companies. We break down the metrics and market dynamics.
Read the note →SBI Funds Management IPO: Decoding the Asset Manager Opportunity
The buzz around a potential SBI Funds Management IPO highlights the enduring appeal of asset managers. We break down the investment case for AMCs, both listed and unlisted.
Read the note →Indian Startup IPOs 2026: What Investors Must Watch Now
The 2026 IPO tracker signals a new wave for Indian startups. Savvy investors are already assessing the pre-IPO landscape for potential gains.
Read the note →Pre-IPO Investment Strategy: Beyond IPO Day Hype
With SBI MF and other IPOs generating buzz, it's time to look beyond listing gains and understand a structured pre-IPO investment strategy for long-term wealth creation.
Read the note →Unlisted Shares vs. IPO: The SBI Funds Management Choice
The SBI Funds Management IPO is opening soon. We break down how to approach such public listings and compare the strategic merits of investing in unlisted shares versus waiting for an IPO.
Read the note →Frequently Asked Questions
Unlisted shares are equity stakes in companies that are not yet listed on stock exchanges like the NSE or BSE - often late-stage private or pre-IPO firms. You buy them privately and they are credited to your own demat account. You gain if the company grows or lists on the exchange; in return you take on higher risk and lower liquidity than listed stocks.
Share your interest via our contact form or WhatsApp (+91 79829 40307). Our team confirms the live price, shares the deal agreement and completes your KYC. Once you transfer the funds, the shares are transferred directly to your demat account (CDSL/NSDL), typically within a couple of business days.
Any resident Indian with a demat account and completed KYC - retail investors, HNIs, family offices and corporate treasuries. There is no minimum ticket size to start a conversation, though specific products such as structured notes and AIFs carry their own eligibility criteria.
There is no fixed minimum for unlisted shares - it depends on the price per share and lot size of the specific scrip. Global equities and ETFs can be started from as little as $1, while structured notes and alternative investments have higher, product-specific minimums.
Prices come from the prevailing over-the-counter (OTC) market for each scrip - driven by demand and supply, recent funding rounds, company financials and comparable valuations. Neoma shares the live indicative price with you before every transaction so you always know the current rate.
You can sell back through Neoma's network whenever there is a buyer at the prevailing price, or hold until the company lists. Note that pre-IPO shares usually carry a lock-in of around six months after listing. Unlisted shares are less liquid than listed stocks, so treat them as medium-to-long-term holdings.
Gains are taxed as capital gains. If you hold for 24 months or less it is short-term and taxed at your income-tax slab; hold for more than 24 months and it is long-term, taxed at 12.5%. Once the company lists, normal listed-equity rules apply. Our in-house finance team helps you report everything correctly.
Pre-IPO investing means buying shares of a company shortly before its expected initial public offering, aiming to enter before the listing. Neoma gives you access to a curated list of pre-IPO names; availability and allocation depend on the specific company and current supply.
Through our IFSCA-regulated GIFT City platform (powered by Valura) you can invest in US, UK and Hong Kong equities, global ETFs, structured notes and offshore funds. Funds are remitted under the RBI's Liberalised Remittance Scheme (LRS), which allows up to USD 250,000 per person per financial year.
Neoma Capital Private Limited is registered with the Ministry of Corporate Affairs (MCA) and operates within SEBI's regulatory framework through its advisory structure. Global investing is facilitated through IFSCA-regulated infrastructure at GIFT City. Please verify all details independently before investing.
Unlisted and pre-IPO shares, global investing (US/UK/HK via GIFT City), structured income notes, bonds and US treasuries, strategic advisory and due-diligence services, Virtual CFO services, and alternative investments (AIF) - trusted by 15,000+ investors, HNIs and family offices across India.
Returns are never guaranteed and vary widely by company and timing. Unlisted and pre-IPO investments can deliver strong upside if the business grows or lists successfully, but they also carry a real risk of loss. Invest based on research, diversification and your own risk appetite.
Get in Touch
Tell Us What You
Are Looking For.
Whether you are exploring Unlisted Shares, planning a global portfolio or running a Due Diligence mandate, start here. We come back to you directly.
