Vijay Patel in

Vijay Patel

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Chief Technology Officer at Neo Wealth and Asset Management
📍 Bengaluru, Karnataka, India

Vijay Patel is the award-winning Chief Technology Officer at Neo Wealth and Asset Management, with over 17 years of experience building AI-native platforms for the wealth tech sector. He holds a Bachelor of Technology from the University of Mumbai and is described by colleagues as an inspiring, practical leader.

Beyond his technical role, Vijay is passionate about leadership, mentoring, and organizational design. He is a strong believer in lean strategies, customer fixation, and data-driven approaches. He follows publications like WIRED to stay updated on technology trends.

He was recently named Best CTO (South Asia) at the WealthBriefing Asia & Greater China Awards 2025 for his AI-first approach.

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Experience
17 Years
Current Role
Chief Technology Officer
Job Level
Leadership
Location
Bengaluru, Karnataka, India
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Vijay cares about

AI-Native Platforms
Currently leading the development of an AI-native ecosystem at Neo Group, focusing on products that can think, learn, and evolve for the wealth management industry.
Wealth Technology
Has deep domain expertise in Wealth Management, Broking, and Mutual Funds from his senior technology leadership roles at Neo, Nuvama, and Edelweiss.
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Career

Work history

7-2024
Chief Technology Officer
Neo Wealth and Asset Management
3-2022 - 6-2024
CTO @ Chiratae Ventures
Chiratae Ventures
5-2019 - 3-2022
CTO @ Nuvama Wealth Management
Nuvama Group
4-2017 - 3-2020
CTO @ Edelweiss Asset Management
Edelweiss Asset Management Limited
4-2014 - 3-2017
Product Owner and Head Engineering
Edelweiss Financial Services Limited
In the press

Media appearances

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Education
2003 - 2007
Bachelor of Technology (B.Tech.)
University of Mumbai
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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