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NGEN MARKETS

Proper Financial Research is hard work. And we help you do it.

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INSTITUTIONAL CLASS ANALYTICS

We bring technology and analytics available only to the world's largest investment banks, wealth managers and hedge funds, directly to the hands of regular advisors. 

Research financial markets like a pro, and at a cost that won't break your bank.

NGEN Markets Overview

WATCH & ANALYSE MARKETS

Watch real-time movements of major world Indices

 

Compare indices with one click

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Download data or take screenshots to send insights to your clients

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MUTUAL FUND ANALYTICS

MUTUAL FUND ANALYTICS

Proper analysis of Mutual Funds with full strength analytics

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Independent fund review with your own customised benchmarks

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Get all the data you need for Funds - download excels, take screenshots or print PDF and PowerPoint reports

Mutual Funds
Client Portfolios

CLIENT PORTFOLIO ANALYTICS

Easily run fund and stock portfolio back-testing

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Understand your holdings and the exposures they create

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Deep analysis of portfolio historical returns including rolling analysis, correlation analysis, drawdowns, and beta

COMPARE SECURITIES THE RIGHT WAY

Compare funds, stocks, indices, and your custom securities in one place 

 

Conduct correlation analysis, rolling analysis, drawdowns, risk vs. return, portfolio overlap, and much more

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Print comparison reports in PowerPoint for maximum effect

Compare Securities

Institutional Class Portfolio Analytics​

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Run complete back-tests on any Mutual Fund and Equity Portfolio

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Identify and understand your exposures to Equity and Debt securities through Mutual Fund holdings

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Discover sources of return in your portfolio

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Run extensive correlation analysis on your portfolio holdings to check diversification 

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Quantitatively analyse portfolio returns with:

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  • Value-at-Risk Analysis

  • Rolling Returns

  • Rolling Volatility

  • Return Distribution and statistics

  • Drawdowns

  • Reference Index benchmarking

Take your reporting to the next level

Export options

Client share-links for desktop and mobile, PDF and PPT reports and data downloads for all portfolios

Three different PDF reports for Mutual funds to cater for all client types

Export options

One-click PowerPoint Presentations

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Our users can click on a button to generate complete PowerPoint presentations for any Mutual Fund or Portfolio. You can edit these files if you like, and save them as a PDF to send to your clients.

PowerPoint Exports
PowerPoint Exports
Portfolio Reports
Portfolio Reports

USEFUL MARKET INSIGHTS

We update several creative and well though-out market insights every week. 

You can use them for your own research or download and share with clients.

NGEN Markets Insights
Clients

WHAT OUR USERS ARE SAYING

Manoj Rijhwaani

Consuultme Financial Services

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I highly recommend NGEN Markets. It has made my research process stronger and less time consuming… I am able to serve my clients better.

Shrikant Jhawar

Blue Chip Stocks

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The level of analytics is absolutely awesome... We get almost everything we require.

Above all, NGEN is always very quick to act on feedback and improve their platform

Sadanand Prasad

BalajiRaj Wealth Advisors

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The quick PDF reports for Mutual Funds and portfolios are great, so easy to generate and perfectly sized. The PDF white-labelling is excellent. Thanks a lot NGEN!

Ashish Oraon

Independent Financial Advisor

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I am enjoying using NGEN Markets for Mutual Fund research. The analytic pages have everything in one place and it is easy for me to get the insights I need.

Ajay Beel

Chessy Consultants

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NGEN is a well thought out and efficiently built platform. The speed and ease-of-use means that we can now service our clients quicker, and spend more time acquiring new ones.

Nishant Gupta

Candura Partners

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The portfolio analytics are great! This is exactly what we were looking for. Easy to use and fulfills all our needs.

Query

OUR OFFICES

Get in touch​

Ph: +91-22-4604 9304

Ph: +91-22-4603 0293

Email: info@ngenresearch.com

Mumbai​

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501 Oriana Business Park

Wagle Estate

Thane 400604

Maharashtra, India

London​

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50 South Molton Street

Mayfair

London W1K 5SB

United Kingdom

New Delhi​

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37 Aradhana Enclave

RK Puram

New Delhi 110066

India

Kolkata​

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8th floor, Constantia Building (B)

11 Loudon Street

Kolkata 700017

India

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