High growth
Long-Term Wealth
For 10+ year horizons
CAGRTimeline
+18.4%
of CAGRRiskHigh
Min. SIP₹ 2,500
No. of Funds8
Plan your dreams and generate the wealth
A more thoughtful way to build wealth.
Most investors juggle 10+ mutual funds across 3 platforms with no clear picture of their wealth. We bring everything together: one dashboard, one partner, one preplan.
Trusted across 18+ Cities
₹70 Cr+ · Assets Under Management
700+ · Investors Served
25 yrs · In Wealth Management
Begin anywhere
Six places to start your journey.
No account required. Explore, assess and discover what fits your life. Your wealth partner steps in only when you are ready.
Understand Your RiskA short reflection to understand your risk appetite and ideal allocation.Plan your financial goalsRetirement, your child's future or a new home. See what it really takes.Analyse your portfolioUpload your CAMS or KFintech statement for an instant health report. Encrypted in transit, deleted on request.Create WealthHand-built portfolios for every life stage, risk profile and ambition.Fixed DepositsBank and corporate FDs side-by-side, with senior citizen and monthly payouts.Book a consultationSit down with a Nextgen Fincare partner to map your goals, risk and next steps. No obligation.
Curated by Nextgen Fincare
Portfolios built with conviction.
Each basket is researched, rebalanced and reviewed by our in-house research team. Invest with clarity, not noise.
Returns shown are past performance and do not guarantee future results. Mutual fund investments are subject to market risk; please read all scheme-related documents carefully.
Goal planning
Every rupee with a purpose.
Use our calculators to translate your goals into clear numbers, adjusted for inflation and time horizon. Illustrations only; not investment advice.
Plan your first goalIllustrative example
Retirement
Comfortable retirement at 58
23 years remaining · ₹ 75,000/mo lifestyle
8%
₹ 28.4 L investedTarget ₹ 3.9 Cr
Rajiva Bhatnagar
AMFI · ARN-361933“We don't push products. We listen, plan and partner with you. For decades, not transactions.”
700+
Investors served
₹ 70 Cr
AUM distributed
4.9
Avg rating
A partner, not an algorithm
Wealth is personal.
Your wealth partner should be too.
Behind every basket, every calculator and every transaction is a real human you can call by name. We combine intelligent technology with experienced wealth partners who know your story.
Chat anytime
Direct line on WhatsApp & email
Video reviews
Quarterly portfolio walkthroughs
Tax-efficient selection
ELSS, ELSS step-ups, capital-gains aware switches
Long-horizon planning
SIPs and goals across multiple life stages
What investors say
Built on relationships, not transactions.
“I uploaded my CAS expecting a sales pitch. I got a 14-page report explaining exactly what I was getting wrong. That kind of honesty is rare.”
Rajesh Kakkar
A retired business owner
“The goal planner showed me I was 6 years behind on retirement. Rajiva and I rebuilt my SIPs in a single afternoon. Slept better that night.”
SS
Sudhanshu Shekhar
Industrialist
“Everything in one place: mutual funds, FDs, ELSS, and a partner who picks up the phone. The clarity is what got me to start.”
VS
Vikram Sethi
Founder
“I uploaded my CAS expecting a sales pitch. I got a 14-page report explaining exactly what I was getting wrong. That kind of honesty is rare.”
Rajesh Kakkar
A retired business owner
Our story
Decades of helping families turn savings into wealth.
NextGen Fincare began in 2001 with a simple conviction: ordinary investors deserve the same clarity, discipline and access that the wealthy take for granted. We started with a single ARN and a handful of families in Ghaziabad. Today we look after the long-term goals of hundreds of households across Delhi NCR.
We are an AMFI-registered Mutual Fund Distributor, not a product factory. Our job is to listen first, plan around your real life, and stay in the room long after the paperwork is done. Markets move, life changes — a good partner helps you hold your nerve and your plan.
2001
Founded in Ghaziabad
700+
Investors served
₹ 70 Cr
AUM distributed
250+
Active SIPs
“
“We measure ourselves by one thing: whether a family is closer to their goals than they were last year.”
Rajiva Bhatnagar
Managing Director
What we stand for
Suitability before sales
We help you choose schemes that fit your goals and risk — not the ones that pay us most.
Total transparency
Clear disclosures, jargon-free reviews and no surprises.
Built for the long run
We plan in decades and stay your partner through every market cycle.
NextGen on mobile
Your whole portfolio, in your pocket.
Track every fund, start or pause SIPs, review goal progress and chat with your wealth partner — all from one secure app. Built for India, with UPI autopay and instant statements.
Biometric login
UPI autopay
Smart alerts
Good evening
Anjali
Total portfolio
₹18,42,650
+14.2% all time
Funds
Goals
Chat
Retirement68%
Child education41%
Start in 2 minutes
Your wealth journey begins with a single, honest question.
What do you really want from your money? Take our investor personality assessment. No email required to start.