Comprehensive Financial Solutions for Your Future

Expertise in Insurance, Investments, and Retirement Planning Tailored for You.

Your Trusted Financial Consultancy Partner

At NextGen Wealth and Risk Management, we specialize in comprehensive financial solutions tailored to your needs, ensuring a secure financial future through expert guidance and diverse product offerings.

150+

2

Certified Financial Planner

Trusted Advisors

Directors

Rati Trehan

Vishal Trehan

Motor u/w And Claims

Branch Operations And Renewals

Muskan Kumari

Smriti Upadhyay

Branch Sales Incharge

D. Arti

Vandana Mishra

Equity Analist

Rohit Kumar

Surendra Thakur

Financial Services Overview

Expert consultancy in life, health, motor insurance, investments, and retirement planning tailored for you.

Insurance Solutions Offered

A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

Comprehensive life, health, and motor insurance products designed to meet your needs effectively.

A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.

A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.

A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.

A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.

Investment Portfolio Management

Customized mutual funds, shares, bonds, and fixed deposits to grow your financial portfolio wisely.

Strategic retirement planning services to secure your future and ensure financial independence.

Retirement Planning Services

All Types Of Insurance Available

Write a short text about your service

Top Health Insurance Products

Contact ; 9570899989

Top Life Insurance Products

Mutual Fund Products

Portfolio Designing Through Mutual Funds >>>

Our Product Basket

Explore our services, products, and successful financial planning journeys.

NextGen Wealth has transformed my financial planning. Their expertise in insurance and investments is unmatched. Highly recommend their services for anyone seeking financial security!

Ravi Kumar

★★★★★