• Mutual Funds

Mutual Funds

Empowering Your Wealth with Next - Gen

At Next-Gen Wealth , we are dedicated to helping you, your family, and your business thrive. Our team of investment experts will work closely with you to develop customized strategies that maximize your financial resources and secure your long-term success.

  • Safeguard your Family's Future

Family Protection

Safeguard your family’s future with our comprehensive asset protection and family protection strategies. We’ll help you create a structured and secure existence, giving you peace of mind.

Retirement Planning

Develop a tailored retirement plan to achieve your financial goals and enjoy your golden years.

Risk Mitigation

Implement strategies to safeguard your family’s well-being and financial security.

  • Investment Research Specialists

Investment Research Expertise

Our team of investment research specialists has unparalleled expertise in macroeconomics, sectoral.

research, and industry-specific equity research across Indian, emerging, and global markets. We leverage this knowledge to create winning investment portfolios for our clients.

Macroeconomic Analysis

Our experts closely monitor global economic trends and developments to identify opportunities and mitigate risks.

Sectoral Research

We dive deep into industry-specific insights to uncover the most promising investment opportunities.

Equity Research

Our comprehensive equity research covers Indian, emerging, and global markets, ensuring you have a well-diversified portfolio.

  • Unique Goals & Values

Innovative Investment Strategies

At Next-Gen, we go beyond traditional risk-reward considerations to create innovative investment strategies that align with your unique goals and values.

Customized Solutions

Our team works closely with you to develop investment portfolios tailored to your specific needs and risk profile.

Responsible Investing

We prioritize sustainability and social impact, ensuring your investments create a positive change.

Structured Products

Our experts design unique investment products that offer enhanced returns and risk management.

  • Trained Wealth Managers

Empowered Wealth Managers

Our wealth managers are trained in the science and art of investing, providing you with knowledge-based advice and personalized guidance to help you achieve your financial goals.

Knowledge-Based Advice

Benefit from our wealth managers' expertise in investment products and understanding of your unique needs.

Continuous Development

Our wealth managers undergo regular training to stay ahead of the curve and provide you with the best possible service.

Trusted Advisors

Our long-term approach ensures you have a reliable and trustworthy partner in your wealth management journey.

  • Customer Feedback

We are focussed on establishing a long-term, enduring relationship with you, built upon mutual trust.

As a Chartered Accountant, my experience with Next-Gen Wealth has been positive. Their knowledgeable advisory team helps me make informed investment decisions, managing both my portfolio and my clients' with regular updates and detailed reports. While their personalized approach aligns with my financial goals, I would welcome more proactive communication during market volatility and the addition of innovative investment options

CA Ramprasad Nolkha

Next-Gen Wealth Solutions has been doing some impeccable work in streamlining investments with smart individualised plans. I realised that the investments made by me earlier for my family were a bit unmethodical and jumbled. Joining hands with Next-Gen Wealth Solutions has helped me better organise my finances and investments resulting in better investment returns and growth. I look forward to a longstanding collaboration with Next-Gen Wealth Solutions

Dr. Kirtikumar Mistry

I have been in the investment field for the last 20 years, won many awards and achieved identity as 'INVESTMENT GURU'. Today my own investment is being nurtured, flourished by a company with proper personal attention. Can say met a 'GURU', 'MAHAGURU' is 'NEXT GEN WEALTH SOLUTIONS' Now I don't worry about my investment, it is in safe hands.

Shrivallabh Joglekar
  • From our Thought Leaders

Insights that drive performance

Read all
Exploring the Impact of Artificial Intelligence on Business Strategies
A Comprehensive Report on Strategies for Sustainable Growth
Our Approach to Equitable and Inclusive Business Transformation