Live market summary
AI-generated
For mutual fund distributors & RIAs
Complex analysis,
made clear.
Live markets, AI-written briefs and deep research on every mutual fund in India. One platform, built for the way advisors work.
- Trusted by more than 3,000 advisors
- Daily data for every mutual fund in India
Live analysis
Streams of market data
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An animated chart built from real market data. It cycles between rolling returns of the Nifty 50, quartile rankings of BSE sector indices and a calendar heatmap of the Nifty 50's monthly returns.
Markets
Fund research
Every fund in India,
from every angle.
Returns against the benchmark, rolling returns, drawdowns, what a fund really holds and where it ranks among its peers. Built on daily data for every mutual fund in India.
Returns against the benchmark, with the statistics that explain them.
AI briefs
The market,
written up for you.
From the opening bell to the weekend review. Print any brief, or send it to clients under your own logo.
- Through the trading day Live market summary Every user
- Each morning Briefing, sector analysis and the day's movers Premium & Pro
- Every Saturday The Weekly Brief: several pages on the week Premium & Pro
Your logo, your company name
Compare
Up to 100 funds,
side by side.
Read them month by month on a calendar heatmap, then take the whole view straight into PowerPoint or Excel.
- 100securities in one comparison
- calendar heatmaps, month by month
- .pptx.xlsxstraight into PowerPoint or Excel
Portfolios & clients
Build portfolios. Plan them.
Bring your clients in.
Model portfolios get the same analytics as any fund, and so do your clients' real holdings.
NGEN PRO
Up to ten portfolios, side by side.
Strategy templates rebalanced every month, multi-portfolio comparison and goal-based planning.
Clients flow in.
Connect CAMS and KFintech (formerly Karvy). Your clients' holdings arrive ready to analyse like any portfolio.
SIPs and withdrawal plans.
Plan a SIP or an SWP on any model portfolio, and see how the same SIP fared from every start month.
NGEN PRO
Goals, projected.
Goal-based planning with Monte Carlo projections.
See it on your own funds.
Book a walkthrough with our team, or start with a free login. When you're ready there are three plans: Lite, Premium and Pro.
Already an NGEN user?