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
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
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
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Rolling Returns
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Rolling Volatility
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Return Distribution and statistics
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Drawdowns
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Reference Index benchmarking
Take your reporting to the next level
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
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.
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.