About Next-Gen Wealth
Next-Gen Wealth is a company based in Mumbai (India) founded in 2023. It operates as a B2B and Advisory. Next-Gen Wealth offers products and services including Insurance, Mutual Funds, PMS & AIF, NPS, and Deposits. Next-Gen Wealth operates in a competitive market with competitors including Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and State Street, among others.
- Headquarter Mumbai, India
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Sectors
Financial Services
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Email
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Phone
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Website
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- Legal Name Next-Gen Wealth Solutions & Imf Private Limited
- Date of Incorporation 14 Sep, 2023
- Jurisdiction Malad West, Maharashtra, India
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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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.
Funding Insights of Next-Gen Wealth
Detailed funding history for Next-Gen Wealth
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Investments & Acquisitions by Next-Gen Wealth
Investment portfolio details for Next-Gen Wealth
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Financial Statements - Next-Gen Wealth
Detailed financials for Next-Gen Wealth
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Next-Gen Wealth Comparisons
Peer comparison for Next-Gen Wealth
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Competitors of Next-Gen Wealth
Next-Gen Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and State Street, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Mutual funds, portfolio management, and retirement planning services are offered.
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Commercial banking and asset management services are offered worldwide.
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Financial services are provided to asset managers worldwide.
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Asset and wealth management software is provided for businesses.
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Detailed competitors of Next-Gen Wealth
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Latest news on Next-Gen Wealth
Complete news archive for Next-Gen Wealth
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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.
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 Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
Next-Gen Wealth offers Insurance, Mutual Funds, PMS & AIF, NPS, and Deposits.