NGEN MARKETS PRIVATE LIMITED

What NGEN MARKETS PRIVATE LIMITED does

NGEN Markets Private Limited operates a cloud-based SaaS analytics platform that delivers institutional-class financial research and portfolio analytics to India's retail and enterprise investment advisory community. The platform provides mutual fund analytics covering all Indian mutual funds, Indian stock coverage, 200+ market indices, portfolio back-testing (rolling returns, rolling volatility, drawdowns, Value-at-Risk, beta, correlation), securities comparison, and one-click PDF / PowerPoint / Excel reporting with white-labelling. Differentiated IP includes ngenFundScore, a 0–10 monthly relative scoring system for mutual funds, plus NGEN Strategies (algorithmically generated portfolio templates), NGEN Risk Profiling, and NGEN Financial Planning (Monte Carlo, Geometric Brownian Motion, and Binomial Tree projections).

The company sells through three Indian subscription tiers — NGEN Markets LITE (Rs 19,999/year for individual IFAs), Premium (Rs 50,000 individual / Rs 75,000 enterprise), and PRO (Rs 1,00,000 enterprise) — plus a Free tier launched August 2023 and enterprise customized solutions priced via direct sales. Distribution combines self-serve Razorpay checkout with a demo-led direct-sales motion for enterprise and PRO deals, supported by data integrations with RTAs (CDSL/NSDL/CAMS), select back-offices, and a Meta WhatsApp integration (October 2024) for risk-assessment delivery.

NGEN serves Independent Financial Advisors, asset management companies (SBI MF, Nippon India MF, PGIM India, DSP), banks and financial institutions (DBS, Yes Bank, AU SFB, South Indian Bank), and wealth/brokerage firms (Cholamandalam, Motilal Oswal, Bajaj Capital, L&T Financial Services), reporting 3,000+ users with a 91% renewal rate across India and a UK market entered in May 2022. The founding team draws on operating experience from JP Morgan, Morgan Stanley, Millennium, Credit Suisse, Phillip Capital, ICRA, Edelweiss, Motilal Oswal, and IndusInd Bank, supported by an advisory board including former heads of UTI MF, Baroda Pioneer MF, MF Utilities, and Credit Suisse UK. Funding to date spans pre-seed (Oct 2020), Series A (Sep 2021), and Series B (Dec 2022), with amounts undisclosed.

Name

NGEN MARKETS PRIVATE LIMITED

Legal name

NGEN Markets Private Limited

Website

https://ngenmarkets.com

Company type

Private

Founded year

2018

Operating status

Operating

Short description

NGEN Markets is a SaaS analytics platform providing institutional-class mutual fund, securities, and portfolio research and reporting tools to Independent Financial Advisors, asset managers, banks, and wealth firms across India and the UK, sold via tiered annual subscriptions.

Ownership category

akta.pro rank

Product category

Financial Analytics Software

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC)

akta.pro secondary industry

Algorithmic Trading & Execution Platforms (FSAFANAN)

Keywords

• Mutual fund analytics
• Portfolio back-testing
• Financial advisor SaaS
• Investment research platform
• Wealth analytics software

Headquarters

HQ city

Croydon

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Subscription SaaS - NGEN Markets LITE: Annual subscription for individual IFAs providing access to mutual fund analytics, stock data, market indices, portfolio analytics with rolling returns, correlations, drawdowns, beta analysis, client share-links, and PDF/PPT/Excel reports.
2. Subscription SaaS - NGEN Markets PREMIUM: Annual subscription tier adding co-branded reports, company logo placement, free updates, premium email support with direct tech team access, multi-asset portfolios, CDSL/NSDL/CAMS PDF uploads, portfolio comparison, custom securities master, and client data integration with RTA/back-offices.
3. Subscription SaaS - NGEN Markets PRO: Enterprise annual subscription including all PREMIUM features plus NGEN Strategies (algorithmic strategy templates), NGEN Risk Profiling with WhatsApp integration, and NGEN Financial Planning with Monte Carlo/GBM/Binomial Tree projection models.
4. Enterprise Customized Solutions: Customized solutions for enterprise clients including fund, stock, and portfolio analytics and reporting tailored to specific enterprise requirements.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

NGEN Markets operates a cloud-based SaaS analytics platform that delivers institutional-class financial research, mutual fund analytics, securities comparison, and client portfolio back-testing tools to financial advisors, banks, asset managers, and wealth management firms. The platform is sold through three annual subscription tiers (Lite, Premium, PRO) with proprietary scoring (ngenFundScore), algorithmic strategy templates, risk profiling, and Monte Carlo/GBM/Binomial Tree financial planning modules, along with automated white-labelled PDF, PowerPoint, and Excel report generation.

Product overview

NGEN Markets is a cloud-based SaaS analytics platform offering institutional-class research capabilities through three subscription tiers: NGEN Markets Lite (Rs. 19,999/year), Premium (Rs. 50,000-75,000/year), and PRO (Rs. 1,00,000/year). The platform is built around core analytics features including Mutual Fund Analytics, Client Portfolio Analytics, Securities Comparison, and Real-Time Market Monitoring, augmented by proprietary scoring tools like NGEN FundScore (ngenFundScore). PRO tier subscribers gain access to specialized modules: NGEN Strategies (algorithmically generated portfolio templates), NGEN Risk Profiling (automated risk assessment with WhatsApp-deliverable assessment links), and NGEN Financial Planning (Monte Carlo, GBM, and Binomial Tree projection models). All tiers include automated report generation capabilities producing PDF, PowerPoint, and Excel outputs with white-labelling options. The platform serves over 3,000 users including asset management companies, banks, wealth firms, and independent financial advisors across India and the UK.

Differentiator

Problem solved

Functional benefit

Brands

• NGEN Markets PRO: Enterprise-grade analytics product launched December 2024 with NGEN Strategies, NGEN Risk Profiling, and NGEN Financial Planning features.
• ngenFundScore
• NGEN Markets Free

Products and services

• NGEN Markets Platform Cloud-based SaaS analytics platform providing institutional-class research and portfolio analytics for mutual funds, stocks, indices, and custom securities to financial advisors and wealth management professionals.
• NGEN Markets Lite Entry-level subscription tier at Rs. 19,999/year for individual IFAs providing mutual fund analytics, stock data, market indices, portfolio analytics with rolling returns, correlations, drawdowns, beta analysis, client share-links, and PDF/PPT/Excel reports.
• NGEN Markets Premium Mid-tier subscription at Rs. 50,000/year for individuals and Rs. 75,000/year for enterprises adding co-branded reports, logo placement, multi-asset portfolios, CDSL/NSDL/CAMS PDF uploads, custom securities master, side-by-side portfolio comparison, RTA data sync, and direct tech team support.
• NGEN Markets PRO Enterprise subscription tier at Rs. 1,00,000/year encompassing all Premium features plus NGEN Strategies (algorithmically generated portfolio templates), NGEN Risk Profiling (risk assessment with WhatsApp delivery), and NGEN Financial Planning (Monte Carlo, GBM, Binomial Tree projection models).
• NGEN FundScore (ngenFundScore) Proprietary fund scoring system providing decimal scores (0-10) for Indian mutual funds based on relative risk-adjusted return positioning within category, updated monthly on the 1st with historical tracking.
• NGEN Strategies Ready-made portfolio strategy templates created algorithmically for various risk appetites and asset classes, available exclusively in the PRO tier for portfolio construction.
• NGEN Risk Profiling In-built risk-profiling algorithm with PDF reports to gauge client risk appetite, featuring WhatsApp integration for sending risk assessment links directly to clients.
• NGEN Financial Planning Investment projection module utilizing Monte Carlo simulation, Geometric Brownian Motion, and Binomial Tree models to project lumpsum and monthly investment values.
• NGEN Markets Free Free tier of the NGEN Markets platform providing limited access to mutual fund and portfolio analytics.
• Enterprise Customized Solutions Tailored engagements for enterprise clients including fund, stock, and portfolio analytics and reporting customized to specific enterprise requirements with RTA/back-office integration.

Quantifiable outcome

• 3000+ users utilizing the platform
• +2 more outcomes

Named customers18 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability7 records

Feature7 records

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Emerging players

• YCharts: US-based financial analytics and stock screening platform for advisors and RIAs — comparable analytics-centric SaaS business model targeting independent advisors, a useful international analogue to NGEN's IFA focus.
• Koyfin: Global financial data and analytics platform providing institutional-grade market data, dashboards, and screening tools to advisors and investors — relevant peer for NGEN's UK expansion given its cross-asset analytics positioning.
• INDmoney: Indian wealth management super-app offering mutual fund, stock, and portfolio analytics to retail investors and advisors — overlapping in mutual fund research and portfolio tracking but with a stronger consumer/fintech distribution angle.

Direct peers

• Tickertape: India-focused stock and mutual fund analytics platform from Zerodha's smallcase ecosystem providing fundamentals, ratings, and portfolio insights — comparable to NGEN's securities comparison and client portfolio analytics for the IFA segment.
• Trendlyne: Indian equities and mutual fund analytics platform offering stock screeners, fundamental analytics, and portfolio dashboards to retail investors and advisors — overlapping product surface with NGEN's securities comparison and portfolio analytics.
• Value Research: India's leading mutual fund research and analytics platform serving advisors and retail investors with fund ratings, comparison tools, and portfolio analytics — the closest direct competitor to NGEN in the Indian IFA segment.

Broad incumbents

• Bloomberg Terminal: Global institutional benchmark for financial data, analytics, and portfolio tools used by India's largest AMCs and banks — defines the upper bound of what NGEN's enterprise tier competes against in terms of analytics depth and breadth.
• Refinitiv (LSEG): Global financial data and analytics provider (now part of London Stock Exchange Group) offering portfolio analytics, risk tools, and market data to institutional clients — competes with NGEN at the enterprise tier of Indian AMCs and banks.
• Morningstar India: Global investment research giant with a strong India presence offering mutual fund ratings, portfolio analytics, and market data — competes directly with NGEN's premium research and analytics tier for Indian advisor and AMC clients.

Regional players

• Kuvera: India-focused mutual fund investment platform with research, comparison, and goal-planning tools serving retail investors — adjacent peer competing for the same end-client attention though more distribution-led than analytics-led.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/ngenmarkets
• YouTubeyoutube.com/channel/UCN3TadQPe4u8ItBrMv5MmHw

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about NGEN MARKETS PRIVATE LIMITED