You can download the complete portfolio report including mutual funds & other assets. Get the historical performance of your portfolio easily & track the portfolio at your fingertips.
Founded in 2001, Nexgen Wealth is a trusted wealth advisory firm committed to helping individuals and institutions grow, preserve, and manage their wealth with clarity and confidence.
With over two decades of experience in financial markets, we have built a strong reputation for disciplined investment strategies, research-driven decision making, and client-first advisory services.
Today, we proudly manage assets exceeding ₹200+ Crores (AUM) and serve 1000+ satisfied clients across India and globally - including:
At Nexgen Wealth, we believe wealth management is not just about returns - it is about:
We combine experience, market insight, and a structured advisory approach to deliver customized financial solutions tailored to each client’s needs.
We understand that wealth represents years of hard work and aspiration. Our responsibility is not just to grow it - but to safeguard it with discipline and foresight.
At Nexgen Wealth, we don’t just manage money.
We build financial legacies.
You can download the complete portfolio report including mutual funds & other assets. Get the historical performance of your portfolio easily & track the portfolio at your fingertips.
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
Invest in well researched cherry-picked perfectly balanced portfolio.
Having spent years in the financial services industry, I value discipline and structured decision-making. Nexgen Wealth stands out for its research-driven approach and risk management framework. Their clarity in communication and long-term wealth strategy make them a dependable advisory partner.
Senior Vice President, Motilal Oswal Group
Financial planning requires patience and consistency. Nexgen Wealth has helped me align my investments with long-term security and growth. Their transparent advisory style and practical approach give me confidence in every market phase.
Senior Development Officer, LIC of India
As a businessman, capital protection is as important as growth. Nexgen Wealth has managed my portfolio with a balanced strategy that focuses on stability and steady appreciation. Their understanding of market cycles is impressive.
Textile Merchant, Surat
I was looking for a trusted advisory firm that could provide structured wealth management rather than short-term tips. Nexgen Wealth created a disciplined investment roadmap tailored to my goals. Their professionalism and integrity truly stand out.
Businessman
Being a working professional, I needed guidance to build long-term wealth without actively tracking markets. Nexgen Wealth helped me create a goal-based investment strategy that is simple, practical, and effective.
Professional
Market volatility used to concern me, but Nexgen Wealth’s strategic asset allocation approach has brought clarity and stability to my portfolio. Their timely advice and consistent monitoring give me complete peace of mind.
Diamond Merchant
Managing investments in India while residing abroad requires trust and transparency. Nexgen Wealth provides detailed updates and structured reviews, ensuring my portfolio remains aligned with my financial objectives despite the distance.
NRI Investor
For me, financial security and disciplined growth are priorities. Nexgen Wealth has designed a portfolio that balances risk and return effectively. Their patient explanation and professional approach make them a reliable partner.
Senior Government Employee
Post-retirement planning requires careful capital preservation along with regular income. Nexgen Wealth restructured my investments thoughtfully to ensure stability and peace of mind. Their guidance has been invaluable during this phase of life.
Retired Professional
Mobile:- +919898015516
Having spent years in the financial services industry, I value discipline and structured decision-making. Nexgen Wealth stands out for its research-driven approach and risk management framework. Their clarity in communication and long-term wealth strategy make them a dependable advisory partner.
Financial planning requires patience and consistency. Nexgen Wealth has helped me align my investments with long-term security and growth. Their transparent advisory style and practical approach give me confidence in every market phase.
As a businessman, capital protection is as important as growth. Nexgen Wealth has managed my portfolio with a balanced strategy that focuses on stability and steady appreciation. Their understanding of market cycles is impressive.
I was looking for a trusted advisory firm that could provide structured wealth management rather than short-term tips. Nexgen Wealth created a disciplined investment roadmap tailored to my goals. Their professionalism and integrity truly stand out.
Being a working professional, I needed guidance to build long-term wealth without actively tracking markets. Nexgen Wealth helped me create a goal-based investment strategy that is simple, practical, and effective.
Market volatility used to concern me, but Nexgen Wealth’s strategic asset allocation approach has brought clarity and stability to my portfolio. Their timely advice and consistent monitoring give me complete peace of mind.
Managing investments in India while residing abroad requires trust and transparency. Nexgen Wealth provides detailed updates and structured reviews, ensuring my portfolio remains aligned with my financial objectives despite the distance.
For me, financial security and disciplined growth are priorities. Nexgen Wealth has designed a portfolio that balances risk and return effectively. Their patient explanation and professional approach make them a reliable partner.
Post-retirement planning requires careful capital preservation along with regular income. Nexgen Wealth restructured my investments thoughtfully to ensure stability and peace of mind. Their guidance has been invaluable during this phase of life.