Building wealth, creating futures.
We at Next-Gen embrace this responsibility to aid assistance to our clients in building such legacy for generations to come. Life is a journey with ups & down and we specialise in creatively and effectively solving your financial challenges. Our passion is to bring fundamental difference in your financial future.
Our advice is not just focussed on latest schemes or the flavour of the month but on time tested and thoroughly researched strategies tailored to your specific & unique situations.
- A wealth of experience
Diverse talent & perspectives
CAGR growth in assets under service since 2012
Commitment to social impact
Client engagement professionals with rich industry exposure and relevant skill sets
Partnering for greater value
Man-years of experience across senior management
- Products & Services
Best of breed solutions using an ‘Open Architecture’ model
Insurance
We advocate for data-driven, technology-enabled transformations that prioritize talent, culture, and the optimization of corporate compliance operations. By placing these aspects at the center of our approach, we ensure that organizations not only meet regulatory requirements but also cultivate a compliance culture that is adaptable, proactive, and aligned with their overall strategic objectives.
Mutual Funds
Our work revolves around assisting clients in effectively managing financial risk and compliance throughout their production supply chain. We begin by quantifying a range of risks, including those related to trading, operations, and strategic aspects. By thoroughly understanding these risks, we can develop strategies and solutions to mitigate them effectively.
PMS & AIF
Our expertise lies in constructing advanced end-to-end credit processes that not only enhance clients' operational efficiency but also significantly elevate the quality of credit decisions. By leveraging our specialized knowledge and tools, we assist organizations in streamlining their credit processes from start to finish, resulting in improved efficiency and more informed and accurate credit-related judgments.
NPS
Our focus is on supporting clients in establishing robust guardrails that minimize the risk of reputational damage or regulatory penalties. By working closely with organizations, we help them develop and implement clear guidelines and protocols that align with regulatory requirements and best practices. These guardrails serve as a framework for ethical and compliant conduct, safeguarding the organization's reputation and reducing the likelihood of negative consequences.
Deposits
Our focus is on supporting clients in establishing robust guardrails that minimize the risk of reputational damage or regulatory penalties. By working closely with organizations, we help them develop and implement clear guidelines and protocols that align with regulatory requirements and best practices. These guardrails serve as a framework for ethical and compliant conduct, safeguarding the organization's reputation and reducing the likelihood of negative consequences.
- Why Choose Us
A real understanding of your needs
Sharp focus on the HNI and UHNWI segment
Expertise in wealth-creating
In-depth Domain knowledge
Solution-oriented beliefs
- Our values
Integrity
Acting with honesty and transparency.
Excellence
Striving for high-quality work and exceeding expectations.
Collaboration
Fostering teamwork and open communication.
Client-Centricity
Putting clients’ needs first.
Adaptability
Being flexible and adaptable to change.
Confidentiality
Respecting client privacy and data security.
- Customer Feedback
We are focussed on establishing a long-term, enduring relationship with you, built upon mutual trust.
- From our Thought Leaders
