Institutional Class Analytics... at retail prices
Through automated processes, clever system designs and the use of latest web technologies, we are able to offer our users the complete experience of Institutional Level Research and analytics at everyday prices.
Please note that the following prices are for Indian IFAs and Instritutions only. Please contact us if you are an international client.
NGEN MARKETS LITE
Individual IFAs
Rs. 19,999/year
Enterprise Clients
Not Available
Market Data
All Indian Mutual Funds
All Indian Stocks
Over 200 Market indices
​
Client Section
Easily add and manage client portfolios
​
Portfolio Analytics
Run analytics on client portfolios
Portfolio rolling returns
Portfolio return distribution analysis
Portfolio Contribution
Portfolio Correlations
Portfolio scenario analysis
Portfolio drawdown analysis
Portfolio Beta/Correlations
​
Client Share links
Create one-click share-links
​​
Reports
PDF, PPT and Excel reports
NGEN MARKETS PREMIUM
Everything in LITE plus:
​
Co-branded PDF and PPT reports
Your company logo on all reports
​
Free updates
Free access to all new future releases
​
Premium Support
Premium Support on email
Speak directly to the Tech teams
​
Portfolios
Multi-asset portfolios
CDSL, NSDL and CAMS PDF uploads
Compare two portfolios side-by-side
​
Custom Securities
Create and keep your own security master
Full strength analytics on custom securities
​
Client Data Integration
Automatic update from RTA.
Data sync with select back-offices.
NGEN MARKETS PRO
Everything in PREMIUM plus:
​
NGEN Strategies
Several ready-made strategy templates, created algorithmically to cater to all risk appetites and asset classes. Use these templates as inspiration to create the right portfolio for your clients.
​​
NGEN Risk Profiling
Use our in-built risk-profiling algorithm to gauge client risk appetite along with clear PDF reports of results. Easily send risk assessment links to clients with our WhatsApp integration.
​​​
NGEN Financial Planning
Project the value of lumpsum and monthly investment using not just the regular linear growth model, but with our projection algorithms to use Monte Carlo, Geometric Brownian Motion and Binomial Tree models.​​