Let your money work for you.

We understand your personal financial needs and create an effective investment portfolio with the best available opportunities to help you achieve your financial goals.

our story

Newleaf wealth managers places the client's interests and needs as the core of our business. We ensure that unbiased services are delivered to our clients to achieve the envisage financial goal. The two strong pillars of our venture is acting with integrity and maintaining client confidentiality.

We strive to build enduring relationship with every client through proactive and personalized strategies. We value the importance of providing exceptional service to our clients. We maintain a healthy balance in our lives between serving our family, clients, company, and community.

Mr. P. Jaideep

Founder
our-team

We don’t have to be smarter than the rest. We have to be more disciplined than the rest.

- Warren Buffett
The story

Jaideep is a seasoned Mutual Fund veteran with more than 25 years of experience in the Asset Management business. His experience has been wide and encompasses all aspects of Mutual Fund business ranging from Business development, Fund accounting and Operations.

He has worked across established brands such as UTI, UTIMF, IDFC MF and Union KBC MF spanning a corporate career of 25 years.

Jaideep is a graduate from Loyola College, Chennai and has completed various certifications in Finance and Sales.

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Mr. Roka Maliyadri

Founder
Roka Maliyadri

Investing is the intersection of economics and psychology.

- Seth Klarman
The story

Roka Maliyadri has over 16 years of experience in the Asset Management business predominantly in business development and Portfolio Management Services. He has worked across established brands such as UTI AMC and Religare Invesco AMC.

His last stint until end 2015 was as National Head – Sales, Portfolio Management Services at Religare Invesco AMC Pvt Ltd prior to which he was AVP and Regional Head for the distribution channel and AVP Sales PMS at UTI AMC . Roka is an MBA Marketing from SIBM and has completed various certifications in Finance and Sales.

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