This guest post is written by the Founders of NGEN Research. They explain the features of their flagship product NGEN Markets and invite you to check it out.
( Disclosure: I am an angel investor here)
An exciting new analytics product has been blazing through the IFA and wealth communities, signing up users at an incredible pace.
Meet NGEN Markets: a full-strength research and analytics platform for Indian finance professionals. It provides deep and institutional-style analysis of Mutual Funds, stocks, and multi-asset portfolios – all delivered seamlessly on a browser.
NGEN Markets is the flagship product of NGEN Research, an Indian company created in 2018 by Debabrata Majumdar and Arunabh Mukherjee.
Deb, CEO, spent over 25 years in finance in India, with senior roles at IndusInd Bank, Edelweiss AMC, Phillip Capital and Motilal Oswal.
Arunabh, CTO, is an ex-Fund Manager from Morgan Stanley in London where he managed over $3 billion in algo-driven funds.
NGEN already has an enviable client list including DBS, SBI MF, Yes Bank, DSP MF and Motilal Oswal. While these big names are serviced using NGEN Research’s Enterprise model, NGEN Markets is something special, since it brings an institutional research experience – available only to larger companies – directly into the hands of smaller IFAs.
NGEN Markets focusses primarily on research – enabling advisors to make sense of the thousands of Mutual Funds in India and find the right investments for their clients. Their unique style of research applies to anything with a price – a fund, stock, index, or portfolio – with instant rolling analysis, scenario analysis, correlation analysis, Value-at-Risk, drawdowns, and much more.
Their portfolio analytics is what really sets them apart. With complete back-testing capability, including portfolio improvement, holding overlap and portfolio comparisons, it is a perfect tool to review existing clients as well as onboard new ones.
They also integrate client portfolios for IFAs through CAMS and Karvy. Their start page is instantly informative with live index data and one-click comparisons. The interface is smooth and lightning fast which is a refreshing change from old-style installed applications.
All the data is downloadable in Excel. They also provide branded PDF reports and a unique PowerPoint download.
NGEN Markets is sold as a SaaS product with an annual fee per login. Although launched only a while back, it already has one thousand fully paid customers and is growing rapidly.
Do check out NGEN Markets !