Who We Are

Neomile Asset Managers Private Limited, a wholly-owned subsidiary of Neomile Corporate Advisory Limited, serves as the investment management platform of the Neomile Group. Incorporated in May 2022, the Company is engaged in fund and asset management activities with a focus on identifying compelling investment opportunities and generating superior risk-adjusted returns. Supported by robust governance standards, experienced professionals, and a disciplined investment framework, the Company is committed to creating sustainable long-term value while maintaining a prudent approach to risk management and capital preservation.

Neomile's GIFT City platform is established to provide international investors with access to India-focused investment opportunities through the International Financial Services Centre (IFSC), GIFT City. Leveraging the globally competitive regulatory framework and ecosystem offered by GIFT IFSC, the platform aims to facilitate efficient cross-border capital flows and provide investment solutions to a diverse investor base.

Guided by the same principles of research, governance, and disciplined risk management that underpin the Neomile Group, the GIFT City platform seeks to serve as the Company's gateway for international asset management and offshore investment strategies.

Neomile's investment philosophy is built on a foundation of rigorous research, disciplined risk management, and strong governance. We identify long-term structural themes and express them through bottom-up selection of high-quality businesses, remaining sector-agnostic and conviction-driven.

Stock selection rests on two consistent drivers: sustainable and predictable growth, favouring compounding earnings over cycles rather than one-off beats, combined with a strong ROCE profile that reflects capital efficiency compounding equity, not just revenue. Margin of safety is non-negotiable.

Neomile's edge rests on five reinforcing pillars. Management access and scuttlebutt: direct channel checks with distributors, suppliers, and ex-employees before sizing a position, going beyond concall transcripts. Earnings inflection in under-covered stocks: names with fewer than 3 analyst coverage, where P&L is modelled from first principles to identify inflections 2-3 quarters before the Street catches on, driven by catalyst visibility, not momentum. Capital cycle mispricing: identifying cyclical sectors in under-investment phases where capex is depressed and replacement cycles are building and entering at attractive multiples before the sector re-rates.

Governance arbitrage: RPT intensity, capital allocation track record, auditor quality, promoter pledge, and Board independence - to price governance quality in and out systematically, avoiding the traps that typically destroy SMID value.

Behavioural edge: We believe alpha is generated not only through superior research, but through superior behaviour. Markets often know more than we do, but they also overreact. Our process is designed to exploit those behavioural inefficiencies.