NGEN Markets

26/11/2025

🚨 FREE WEBINAR ALERT! 🚨

We all know we shouldn't buy high and sell low, but why do so many people still do it? The answer lies in Behavioural Biases!

Join Mr. Ritesh Pathak (Executive Group Vice President & National Head - Retail at Motilal Oswal) to learn how to keep your emotions in check and make smarter investment decisions. He'll break down the financial psychology that separates the successful investors from the rest.

We'll cover:

🧠 The hidden link between your mood and your money decisions.

⏳ Why patience (time in the market) is your biggest asset.

🚧 How to stop your biases from derailing your long-term goals.

Ready to stop sabotaging your own portfolio?

Click below to register! 📅 Friday, November 28th, 4:00 PM ➡ Register Here:
https://ngenresearch.zoom.us/meeting/register/-BiclQgUSR2OwxwSDcnsdg

09/09/2025

🌟 Want to boost your sales and grow your business? 🌟

We’re excited to invite you to a FREE webinar on:
🎯 “The Ultimate Client Acquisition System for Financial Advisors”

👤 Speaker: Mr. Suraj Kaeley, Former Group President – UTI AMC
📅 Date: Friday, September 12, 2025
🕓 Time: 4:00 PM IST
💻 Open to All | No Cost to Attend

🚀 In this powerful session, you’ll learn how to:
✅ Segment clients for growth
✅ Master the art & science of referrals
✅ Build and nurture strong client relationships

With 25+ years of leadership experience in India’s financial services industry, Mr. Suraj Kaeley has been part of the startup leadership teams at Franklin Templeton, MetLife, and Fidelity Fund Management.

👉 Don’t miss this opportunity to gain insights that can transform your business!

🔗 Register here: https://ngenresearch.zoom.us/meeting/register/t6V87yHBSxu7Vero_U99ng

21/05/2025

Cut through the noise with crisp, actionable intelligence.
NGEN Insights brings you a snapshot of what matters — market movers, sector trends, fund flows, and portfolio shifts — all in one place.

🟢 Sector Performance
🔵 Index Returns
🟠 Fund Inflows & Outflows
🟣 Portfolio Turnovers & Reallocations

Whether you're advising clients or managing portfolios, our Weekly Insights help you stay sharp and informed — in just 60 seconds a day.

👉 Available now on the NGEN platform.

20/03/2025

🚀 FREE Webinar on Mutual Fund Performance Comparison! 📊

Are you a Mutual Fund Distributor (MFD), Registered Investment Advisor (RIA), Financial Planner, Portfolio Analyst, or Investment Banker? This session is tailored just for you! Gain valuable insights into mutual fund analysis and portfolio evaluation with NGEN Markets Training.

📅 Date: March 21, 2025
⏰ Time: 4:00 PM (IST)
💻 Mode: Online Webinar (FREE to Join!)

🔹 What You’ll Learn:
✅ How to use the QUERY tab to screen mutual funds
✅ Comparing fund performance with benchmarks & category averages
✅ Understanding risk vs. return with scatterplot analysis
✅ Rollings & drawdown analysis for better decision-making

📌 Register Now for FREE: https://ngenresearch.zoom.us/meeting/register/nL8gz0diSCytaSrH3tXIiQ

After registering, you’ll receive a confirmation email with the webinar link.

🔗 Visit Us: www.ngenmarkets.com | www.ngenresearch.com

08/03/2025

🚀 Exciting Speaker Announcement!

We are thrilled to introduce Debabrata Majumdar, MD & CEO of NGEN Research, as a speaker at TEDxMirandaHouse! 🎤✨

With over 20 years of experience in financial services and leadership roles at top firms, Mr. Majumdar is a visionary entrepreneur. He bootstrapped NGEN Research into a ₹200 crore enterprise, revolutionizing data-driven financial insights. 💡📊

Join us for an inspiring talk as we explore "Unveiling The Human Odyssey" on March 21st, 10:30 AM onwards at Miranda House Auditorium! 📅🔥

Don’t miss this opportunity to gain insights from a leader who exemplifies perseverance, innovation, and strategic excellence!

🚀🎤🔴

27/02/2025

📢 Join Us for an Exclusive NGEN Markets Training Webinar! 🚀

🔍 Comparing Actively vs Passively Managed Fund Performances

📅 Date: Friday, 28th February 2025
⏰ Time: 4:00 PM IST
📍 Live Webinar

💡 What You'll Learn:
✅ Using the QUERY tab to load funds
✅ Analyzing tracking error, alpha, beta, and capture ratios
✅ Reviewing fund holdings & generating reports

Gain insights into fund performance and make informed investment decisions! Don't miss out on this opportunity to refine your analysis skills.

🔗 Register now at: https://ngenresearch.zoom.us/meeting/register/xtrzd4w3Qoy_NyGCG9afDQ

Follow us for more updates:
🌐 www.ngenresearch.com

Comparing Actively vs Passively Managed Fund Performances - Using QUERY tab to load funds - Analyzing tracking error, alpha, beta and capture ratios - Reviewing fund holdings & generating reports

20/02/2025

📢 Market Insights: Flexi Cap Mutual Funds vs. NIFTY 500 TRI 📊

Here’s how Flexi Cap Mutual Funds have performed against the NIFTY 500 TRI benchmark over the past 3 years! 🔥

💡 Top Performers:
✅ HDFC Flexi Cap Fund: +11.34% excess return
✅ JM Flexicap Fund: +11.33% excess return
✅ Motilal Oswal Flexi Cap Fund: +7.22% excess return

📉 Underperformers:
❌ DSP Flexi Cap Fund: -0.33%
❌ Ta**us Flexi Cap Fund: -0.44%

🔎 What does this mean?

Funds with positive excess returns outperformed the benchmark.
Beta values indicate volatility vs. NIFTY 500 TRI.
🚀 Stay ahead in the market with NGEN Markets!

📅 Data as of: Feb 18, 2025
📊 Source: NGEN Markets

20/02/2025

📢 Exciting News! NGEN Markets is Now on Instagram! 🚀

Follow us for exclusive market insights, fund analysis, and live webinars on investing smarter! 📊📈

🔗 Follow & Stay Updated: https://www.instagram.com/ngenresearch?igsh=MzJzaHpld2x5c2sy

We’ll be broadcasting all our upcoming webinars on Facebook & Instagram, so don’t miss out!

💡 Let’s grow together—spread the word! 🙌

0 Followers, 0 Following, 1 Posts - See Instagram photos and videos from NGEN Research ()

20/02/2025

🚀 Join Us for an Exclusive Webinar on Mutual Fund Analytics! 📊

📅 Date: Friday, 21st February 2025
⏰ Time: 4:00 PM IST
📍 Online - Zoom Webinar

🔹 Compare mutual fund performance with peers & benchmarks
🔹 Gain insights into asset allocation strategies
🔹 Understand rolling returns & their distributions
🔹 Analyse drawdowns, scenarios, and generate insightful reports

📢 Register now to secure your spot:
🔗 https://ngenresearch.zoom.us/meeting/register/-tAtPYRBS8GHiNYA5z0tNA

After registering, you’ll receive a confirmation email with details on joining the session.

06/02/2025

📢 Join Us for an Exclusive Webinar! 📢

🚀 NGEN MARKETS TRAINING: Comparing Performance of Two Portfolios

📅 Date: Friday, 7th Feb 2025
🕓 Time: 4:00 PM (IST)
📍 Online Webinar (Zoom)

🔍 What You'll Learn:
✅ Comparing existing portfolios with optimized portfolios
✅ Rolling returns & drawdown analysis
✅ Generating actionable proposals

🔗 Register Now: https://ngenresearch.zoom.us/meeting/register/twVRU3jYRDWuYD8n68kszg

After registering, you'll receive a confirmation email with details on joining the webinar.

📊 Don't miss this opportunity to sharpen your portfolio analysis skills with NGEN Markets!

Comparing Performance of Two Portfolios -Comparing existing portfolios with optimised portfolios -Rolling Returns & Drawdowns analysis of two portfolios -Generating actionable proposals -Q&A

27/01/2025

🏦 Top 20 Stocks in Mutual Funds' Portfolios

✨ Leaders:
1️⃣ HDFC Bank (₹2,65,417 Cr) across 606 funds.
2️⃣ ICICI Bank (₹2,15,492 Cr) across 625 funds.

💼 These stocks dominate mutual fund holdings, reflecting investor confidence in blue-chip companies.

💡 Want to stay ahead? Keep track of where mutual funds are investing!

27/01/2025

💡Hybrid Mutual Funds: Performance analysis across 1, 2, and 3 years!

📌 Top Category: Multi Asset Allocation funds achieved 11.98% 1-year returns, with strong consistency over the years.

🔄 Whether you're aiming for aggressive growth or conservative savings, there’s a category for every investor!

✅ Pro Tip: Understand fund dynamics to diversify effectively.

📥 Learn more about market trends and plan your investments.