NGEN Research · since 2017

Proper research,
made simple.

We build the research platforms advisors rely on: NGEN Markets for mutual funds and portfolios in India and the UK, and NGEN EQ for every listed stock in India.

  • Trusted by more than 3,000 advisors
  • Renewal rate over 85%
  • 3,000+advisors trust NGEN Markets
  • 85%+renewal rate
  • Everymutual fund in India, with daily data
  • 2017building research tools since

Used by asset managers, banks, wealth and investment firms

  • SBI Mutual Fund
  • Nippon India Mutual Fund
  • PGIM India Mutual Fund
  • DSP Mutual Fund
  • SAMCO Mutual Fund
  • DBS Bank
  • YES Bank
  • AU Small Finance Bank
  • South Indian Bank
  • Chola
  • Motilal Oswal
  • L&T Financial Services
  • Bajaj Capital
  • Edelweiss
  • KRChoksey
  • True North
  • Lighthouse Canton
  • O3 Capital

Our platforms

Three platforms.
One standard of research.

Each one built for its market, all of them built the same way: proper data, proper analysis, made easy to use.

India · our largest platform

Analytics for mutual fund distributors and RIAs.

Live markets, AI-written briefs and deep research on every mutual fund in India, with your clients' portfolios and co-branded reports in the same place.

  • Every fund, from every angleReturns, rolling returns, drawdowns, holdings and peer quartiles, on daily data.
  • Compare up to 100 securitiesSide by side, then straight into PowerPoint or Excel.
  • Portfolios and clientsModel portfolios, CAMS and KFintech client data, SIP and SWP planning.
  • Your brand on every pageCo-branded reports and client links under your own name.
Plans from₹19,999+ GST a yearPremium & Pro: 3 months free
United Kingdom

Fund research for UK financial advisers.

Screen, rank and analyse the UK fund universe, then test your portfolios against it.

  • Fund screener
  • Quartile rankings
  • Holdings & peers
  • Portfolio back-tests
  • Markets & economy
India · equities

Every listed stock in India, in depth.

Fundamentals, peers, price and risk analytics, a screener and portfolio back-tests, with one-click stock reports for your clients.

₹25,000₹15,000+ GST a year · launch price
Premium & Pro: 3 months free

Pricing

Plans from ₹19,999 + GST a year.

Lite, Premium and Pro for individual advisors, and enterprise plans for firms. New Premium and Pro subscriptions come with three extra months: 15 months for the price of 12.

See all plans

See it on your own funds.

Book a walkthrough of NGEN Markets with our team, or start with a free login.

Already a user? Log in to NGEN Markets India, NGEN Markets UK or NGEN EQ.

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