A personal wealth - operating system

A more thoughtful way to build wealth.

Personalised wealth planning designed around your goals, risk profile and long-term journey.

Trusted across Delhi NCR
₹8,200 Cr+ · Assets under management
24,000+ · Investors served
4.9/5 · Google Reviews (320+)
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.

High growth

Long-Term Wealth

For 10+ year horizons

+18.4%
High
₹ 2,500
8

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.

Balanced

Balanced Growth

For 5–7 year goals

+13.2%
Moderate
₹ 2,000
6

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.

Income

Conservative Income

For capital preservation

+8.6%
Low
₹ 1,000
5

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 goal
Illustrative example
Retirement

Comfortable retirement at 58

23 years remaining · ₹ 75,000/mo lifestyle
72%
₹ 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.”
340+
Families served
₹ 920 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.”
PM
Priya Mehta
Senior Product Manager, Gurugram
“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.”
AK
Arjun Khanna
Cardiologist, New Delhi
“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, Noida
Our story

A decade of helping families turn savings into wealth.

NextGen Fincare began in 2014 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 Gurugram. 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.

2014
Founded in Gurugram
340+
Families served
₹ 920 Cr
AUM distributed
11 yrs
Average client tenure 7+
We measure ourselves by only one simple thing: whether a family is closer to their goals than they were last year.
VK
Vikas Kumar
Founder & Principal · MFD, CFP
Our principles

Suitability before sales

The right fit for your goals and risk matters more than the product of the month.

Total transparency

Clear disclosures, jargon-free reviews and no surprises hidden in the fine print.

Built for the long run

We plan in decades and stay beside you through every market cycle.

Recognition

Trusted by families,
recognised by the industry.

2025

Top MFD — North Region

AMFI Distributor Excellence, by net SIP inflows.

2024

Best Client Retention

Recognised for 96% annual client retention.

2023

SIP Champion of the Year

By a leading AMC, for systematic-investing growth.

2022

Rising Distributor

Karnataka chapter, early-growth recognition.

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.