NextGen Prime Wealth – AMFI Registered Mutual Fund Distributor

Navigating Financial Success Together:

Your Trusted Partner in Comprehensive Investment Solutions

Online Services

Welcome to NextGen Prime Wealth

Boasting over a decade of experience in the financial services sector, we provide tech-driven solutions that empower our clients to seamlessly monitor and actualize their investment goals. Our commitment revolves around being the epitome of reliability, promptness, and efficiency in delivering financial and insurance services. As a one-stop financial supermarket, our mission is to serve as an invaluable resource for investors, offering professional services on investment, tax savings, retirement saving, and insurance.

Online KYC

Do your KYC online from comfort of of your home and get ready to invest in Mutual Funds.

Portfolio Login

Check Your Investment, Scheme wise comprehensive report, Asset Allocation & much more.

Invest Online

Now invest 24*7 in the mutual fund schemes of your choice without any hassles.

Years Experience

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Our Services

Save and Grow

Mutual Funds

Mutual Fund is the safest way to invest your money in Stock Market where you get high liquidity, and power of compounding. People who invest for long term with a financial goal in mind, tend to create huge wealth through Mutual Funds.
Mutual Funds can help you achieve your life goals like Children’s Higher Education, your Daughter’s Wedding, a lavish World Tour or Owning an new House / car. Contact us for goal based investments.

Get Easy Finance

Home Loans

We understand the toil and sweat that goes into building / buying a house and the subsequent pride and joy of owning one. Our partners manage a comprehensive portfolio of end-to-end loan management and specialises in commercial, consumer, & mortgage lending. We help you get the best possible deals. Before shortlisting any lender we check multiple offers across the industry and we present you with the best available options. We offer some unbeatable benefits to its customers – Doorstep Service, Simplified Documentation and Guidance throughout the Process. It’s really easy !

Small Savings

Fixed Income

FDs and Bonds are the debt instruments where the bond issuer is bound to repay the purchaser the principal amount plus a pre-decided rate of interest, as per the terms of the payment of the period.
It is a secure investment option that guarantees monthly income and financial security. Invest one time lump sum amount and earn fixed income regularly.

Lend and Earn

P2P Lending

Unlock the potential for robust returns on your investments with us, offering an impressive 10.5% yield. Benefit from risk mitigation through strategic fund diversification across multiple loans, ensuring a secure avenue for profitable returns. Experience the flexibility to compound your earnings or withdraw at your convenience, all without any account opening fees. Seize the opportunity to create an account, embark on your investment journey, and enjoy the assurance of safe returns in the dynamic world of P2P lending.

Investment is meant for all

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Check out the Power of SIP

What Our Clients Say

Dr. Dhiraj Kumar Patra

They have consistently offered sound and appropriate financial services. They always spend time discussing and explaining different opportunities for investment with us considering our circumstances and attitude towards risk.

Mr. Subhabrata Saha

I am very much satisfied with the quality services offered by Parbati Shaw. I have been associated with her for last many years without any complaints. I can recommend her to anyone looking for a reliable investment partner.

Dr. Souvik Patra

Better than expected, might at first glance appear a little effusive but we honestly never expected to get such fantastic service and support from a Mutual Fund Distributor. We would recommend NextGen to anyone and everyone. Thank you.

Mr. Sukalyan Tikadar

Unlike most MFDs, she is not sales motivated. It is a refreshing change to deal with someone not motivated by selling mutual fund products which don't necessarily meet my needs. I feel that she is someone I can completely trust.

Mr. Abhijit Kumar Shaw

I have been dealing with Jhumpa for many years. She has always been friendly, helpful and has help us over the years with investment services. NextGen Prime Wealth have always managed to come up with a product to suit my requirements.

Mr. Jyoti Prasad Maity

I am extremely pleased with the excellent services provided by NextGen. I have been in partnership with them for several years, and I have not encountered any issues. I confidently recommend them to anyone in search of a trustworthy investment partner.

Frequently Asked Questions

What is the Net Asset Value (NAV)?

The net asset value (NAV) is the market value of the fund’s underlying securities. It is calculated at the end of the trading day. Any open-end fund buy or sell order received on that day is traded based on the net asset value calculated at the end of the day. The NAV per units is such Net Asset Value divided by the number of outstanding units.

What is a Mutual Fund?

A mutual fund is a trust. It pools money from like-minded shareholders and invests in diversified portfolio of securities, through various schemes that address different needs of investors. The pool of money thus collected is then invested by the Asset Management Company (AMC) in different types of securities. These could include shares, debentures, convertibles, bonds, money market instruments or other securities, based on the investment objective of a particular scheme. Such objective is clearly laid down in the offer document for that scheme. The fund adds value to the investment in two ways: income earned and any capital appreciation realised through sale. This is shared by unit holders in proportion to the number of units they own.

What is the difference between an open ended and close ended scheme?

Open ended funds can issue and redeem units any time during the life of the scheme. Close ended funds cannot issue new units except through a bonus or rights issue. Hence, unit capital of open ended funds can fluctuate daily. Further, new investors to an open ended fund can join the scheme by directly applying to the mutual fund at applicable Net Asset Value-related prices. In the case of close ended schemes, new investors can buy units only from the secondary market.

What are Dividends?

A mutual fund may receive dividend or interest income from the securities it owns; it is required to pay out this income to its investors. Most open-end funds offer an option to purchase additional shares with the dividends. Dividends are often made monthly or quarterly, though many funds make distributions only yearly.

Do mutual funds assure returns?

Some mutual funds have floated “assured” return schemes that guarantee a certain annual return. At present, there are very few funds who assure returns as they have realized that it is not possible to assure returns in a volatile market.

As mutual fund schemes invest only in stock markets, are they suitable for small investors?

Mutual funds are meant for small investors. The prime reason is that successful investments in stock markets require careful analysis which is not possible for a small investor. Mutual funds are usually equipped to carry out thorough analysis and can provide superior returns.

We'd love to hear from you

For any query regarding new or existing investments,
feel free to contact us.