About Next-Gen Wealth
Next-Gen Wealth is a Financial Services company based in Mumbai (India) founded in 2023. It provides wealth management, investment planning, and insurance services to clients. It operates on a B2B and Advisory model. Its Indian entity Next-Gen Wealth Solutions & Imf Private Limited reported revenue of ₹1.36 Cr. Next-Gen Wealth offers products and services including Insurance, Mutual Funds, PMS & AIF, NPS, and Deposits. Its focus areas include Insurance, Risk Management, Life and Health and Wealth Management. Similar companies include UTI Mutual Fund, 360 One and Sundaram Finance; 1 of its 3 listed similar companies has raised funding.
Company details
Next-Gen Wealth Solutions delivers comprehensive financial advisory services, including insurance, mutual funds, portfolio management, and tax planning. Based in Mumbai, India, they assist high-net-worth individuals and companies with tailored strategies for investment growth, risk management, and wealth preservation. Their approach emphasizes data-driven decisions and personalized solutions to address financial challenges effectively.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website nextgenwealth.co.in
- Legal Name Next-Gen Wealth Solutions & Imf Private Limited
- Date of Incorporation 14 Sep, 2023
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹1.36 Cr
FY 2025 · +181% YoY
- Net Profit₹1.1 Lakh
FY 2025 · 1% margin
- EBITDA₹5.3 Lakh
FY 2025 · 4% margin
Associated legal entities of Next-Gen Wealth
Next-Gen Wealth operates through Next-Gen Wealth Solutions & Imf Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Next-Gen Wealth Solutions & Imf Private Limited CIN U65110MH2023PTC410383 | Active | 14 Sep 2023 | Mumbai, Maharashtra | ₹1.4 Cr | 6 | 6 | View details |
Products & Services of Next-Gen Wealth
Next-Gen Wealth offers a comprehensive portfolio of products and services, including Insurance, Mutual Funds, PMS & AIF, NPS, and Deposits.
Offers life, health, and motor insurance for risk protection.
Provides funds for diversified investment growth and returns.
Manages portfolios and alternative investments for high-net-worth clients.
Facilitates national pension schemes for long-term savings.
Handles deposit options for secure wealth preservation and growth.
Board of directors of Next-Gen Wealth Solutions & Imf Private Limited (Next-Gen Wealth)
Next-Gen Wealth Solutions & Imf Private Limited is the primary company behind Next-Gen Wealth. The board of Next-Gen Wealth Solutions & Imf Private Limited currently have 6 directors; the longest-serving is Rahul Kamlaprasad Chaurasiya, appointed in 2023. 3 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Rahul Kamlaprasad Chaurasiya DIN 10318581 | Director | 14 Sep 2023 | 3 yrs 1 mo | Next-Gen Wealth Solutions & Imf Private Limited |
| Maithilee Rajkumar Varma DIN 10318582 | Director | 14 Sep 2023 | 3 yrs 1 mo | Next-Gen Wealth Solutions & Imf Private Limited |
| Aakash Raghunath Kelaskar DIN 10318583 | Director | 14 Sep 2023 | 3 yrs 1 mo | Next-Gen Wealth Solutions & Imf Private Limited |
| Swapnali Sanjay Narkar DIN 10331669 | Individual Subscriber | 14 Sep 2023 | 3 yrs 1 mo | Next-Gen Wealth Solutions & Imf Private Limited |
| Pravin Shivkumar Dubey DIN 10331634 | Individual Subscriber | 14 Sep 2023 | 3 yrs 1 mo | Next-Gen Wealth Solutions & Imf Private Limited |
| Harshad Mahesh Raval DIN 10376457 | Individual Subscriber | 14 Sep 2023 | 3 yrs 1 mo | Next-Gen Wealth Solutions & Imf Private Limited |
Financials of Next-Gen Wealth
Figures of Next-Gen Wealth Solutions & Imf Private Limited, the primary company behind Next-Gen Wealth, for FY 2025. Revenue was ₹1.36 Cr (+181% year on year). Net profit was ₹1.1 Lakh (1% margin). EBITDA was ₹5.3 Lakh (4% margin).
- ₹1.36 CrRevenue · FY 2025 · +181% YoY
- ₹1.1 LakhNet profit · 1% margin
- ₹5.3 LakhEBITDA · 4% margin
- ₹10 LakhPaid-up capital
- 6Employees (provident fund records)
Balance sheet, profit and loss, cash flow and ratios of Next-Gen Wealth Solutions & Imf Private Limited are on its company page.
Detailed financial statements for Next-Gen Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Similar companies to Next-Gen Wealth
Next-Gen Wealth has 3 listed similar companies in our database, 1 of them funded. They include UTI Mutual Fund, 360 One and Sundaram Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| sundaramfinance.in | 1954 | Chennai, India | 8,285 | Provider of consumer & SME loans and equipment & vehicle leasing services |
Detailed similar companies of Next-Gen Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Top companies in Insurance & Risk Management
3 companies that operate in the same segment as Next-Gen Wealth (Insurance & Risk Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Health insurance plans are offered for individuals and families. | 2006 | Chennai, Tamil Nadu, India | USD 783.29 M | USD 1.9 B | 15,820 | |
Life, health, and general insurance services are provided across India. | 2001 | Mumbai, Maharashtra, India | USD 306.52 M | USD 2.88 B | 16,700 | |
Financial solutions including loans and insurance are offered. | 2007 | Pune, Maharashtra, India | USD 15.24 B | 126 |
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Frequently Asked Questions about Next-Gen Wealth
Next-Gen Wealth was founded in 2023.
Next-Gen Wealth is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
The primary company behind Next-Gen Wealth, Next-Gen Wealth Solutions & Imf Private Limited, reported revenue of ₹1.36 Cr for FY 2025, up 181% year on year.
Next-Gen Wealth Solutions delivers comprehensive financial advisory services, including insurance, mutual funds, portfolio management, and tax planning. Based in Mumbai, India, they assist high-net-worth individuals and companies with tailored strategies for investment growth, risk management, and wealth preservation. Their approach emphasizes data-driven decisions and personalized solutions to address financial challenges effectively.
Next-Gen Wealth's top competitors include UTI Mutual Fund, Sundaram Finance and 360 One.
Next-Gen Wealth offers Insurance, Mutual Funds, PMS & AIF, NPS, and Deposits.
Next-Gen Wealth operates through Next-Gen Wealth Solutions & Imf Private Limited.
The legal entities of Next-Gen Wealth currently have 6 directors, including Rahul Kamlaprasad Chaurasiya, Maithilee Rajkumar Varma, Aakash Raghunath Kelaskar and others.