NGEN Markets Lite
For advisors who need fund research and client analytics.
₹19,999+ GST / year
12 months
Enterprise: not available
Buy Lite
- Daily data for every mutual fund in India, plus Indian stocks and market indices
- Fund pages, the fund screener and ngenFundScore
- Compare up to 100 securities: funds, stocks and indices
- Client portfolios you enter yourself, with full portfolio analytics
- Share links that open live analytics for your clients
- SIP and SWP calculators
- HTML reports for funds and portfolios, plus PowerPoint and Excel downloads
- Live markets, news and the live AI market summary
3 months free
NGEN Markets Premium
For practices that run client portfolios and send branded reports.
₹45,000+ GST / year
New or renewing15 months for the price of 12Effectively ₹36,000 + GST a year
Enterprise: ₹75,000 + GST / year
Talk to us
- Everything in Lite, plus:
- Client portfolios that update themselves from CAMS and KFintech
- Statement Parser: a client's CAS statement becomes a portfolio, plus Excel and bulk uploads
- Model portfolios of funds, stocks and your own securities
- My Securities: add a PMS, an AIF or anything with a price history, and analyse it in full
- Your logo, colours and disclaimer on fund and portfolio HTML reports
- ngenQuartiles: every fund ranked within its peer group
- The AI desk: daily summaries, the Weekly Brief and AI fund summaries
3 months free
NGEN Markets Pro
For advisors who build model portfolios and plan with their clients.
₹75,000+ GST / year
New or renewing15 months for the price of 12Effectively ₹60,000 + GST a year
Enterprise: ₹1,00,000 + GST / year
Talk to us
- Everything in Premium, plus NGEN PRO:
- Strategy templates: ready-made model portfolios, rebalanced every month, to analyse, copy and compare
- Up to 10 portfolios analysed side by side
- Goal-based planning with Monte Carlo, Geometric Brownian Motion and Binomial Tree projections
- Client risk profiling: send the assessment by link, WhatsApp or email
Prices are for advisors and institutions in India, per login, per year, plus GST. Buy online and pay securely through Razorpay; add your firm's GSTIN in the form to get a GST invoice in its name. Prefer to pay by bank transfer or UPI? See our payment details.