Securing time wealth future future legacy
Securing time wealth future future legacy

Comprehensive wealth management for
a secured financial future

Elevate your wealth with
expert solutions

Tailored wealth solutions for
lasting growth

At Negen Wealth, we offer a suite of wealth solutions designed to help you achieve your financial goals. From diverse investment products to estate and legacy planning, our expert team is here to provide holistic wealth management tailored to your needs. Whether you're growing your portfolio, securing your legacy, or optimizing tax strategies, we ensure your financial future is in safe hands.

Family office services at Negen Wealth are designed to manage both the financial and personal affairs of high-net-worth families.

Our Approach

Strategic, personalized, and
comprehensive

01

Investment products
for every need

We offer a diverse range of investment products, including equities, fixed income, offshore investments, and private markets, tailored to your risk profile and financial goals. Our solutions are curated to deliver both short-term gains and long-term stability

02

Estate &
legacy planning

Our estate and legacy planning services ensure that your wealth is preserved and smoothly transferred across generations. From will creation to strategic tax planning, we protect your legacy and secure your family's future.

03

Lending
solutions

Need liquidity? We facilitate lending solutions through trusted partnerships with leading NBFCs, providing you access to leveraged financing when you need it most.

04

Expert tax
planning

Maximize your wealth through our comprehensive tax planning services. We offer tailored strategies to optimize your tax obligations while keeping your wealth growth on track.

Key offerings

Our wealth solutions
at a glance

  • Equities

    Research, broking, managed solutions like PMS/AIF, access to boutique managers, and mutual funds for growth opportunities in stock markets.

  • Fixed Income

    Secure your investments with direct bonds, PMS strategies, credit funds, market-neutral strategies, NCDs, and more.

  • Offshore Investments

    Broaden your portfolio with global investment opportunities, including mutual funds via recognized platforms.

  • Private Markets

    Gain access to startups, unlisted shares, pre-IPO investments, and curated AIFs for exclusive growth opportunities.

  • Leverage

    Capitalize on our tie-ups with NBFCs to unlock liquidity through tailored lending solutions.

  • Estate & Legacy Planning

    Ensure smooth wealth transfer with strategic estate planning and will creation services.

  • Tax Planning

    Optimize your tax strategies to protect and grow your wealth efficiently.

  • Lending Solutions

    Secure personalized lending options to meet your liquidity and financing needs.

Your competitive advantage
starts here

Personalized solutions

We tailor our services to your financial objectives, risk tolerance, and legacy goals.

Diverse offerings

Our broad range of wealth solutions, from equities to private markets, ensures a comprehensive approach to wealth management.

Proven expertise

Our team of seasoned professionals brings in-depth knowledge and experience to every financial decision we help you make.

Long-term focus

We’re committed to building a lasting partnership that supports your financial growth across generations.

Ready to grow
your wealth?

Let Negen Wealth’s AMC Services help you achieve your financial goals with expert-managed investments. Get started today by exploring our tailored solutions for Portfolio Management Services (PMS) and Alternative Investment Funds (AIF).

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