About Us
With growth in the volumes, it was thought fit to give it a corporate form. In the year 2007 Gennext Money became Gennext Management Services Private Limited, a Company with the basic objective of providing need based Financial Planning Solutions.
Formed by qualified professionals with a view to provide unbiased financial planning solutions. We work on one principal �people have one thing in common that they all are different.� Your financial solution is as unique as you are. We evaluate individual costumers concern & provide to prioritize a personal financial strategy for you.
Gen next implies change, the basic concept of life. At Gennext we thought of bringing about a change in the way the financial products are sold. To first assess the need of the client and then providing suitable product rather than selling the product based on income it will generate to the seller. We not only sell products but also help you achieve your goals through financial planning.
He is the Principal Financial Planner. He joined the finance industry as a management graduate in finance in capacity of an Independent Financial Advisor or IFA as they are more popularly known and grew up as Certified Financial Planner Professional.
The vision was clear from very beginning i.e. to work in finance industry and assist people in achieving their dreams. From a humble beginning in year 2004, he is now helping large number of clients achieving their goals.
A friend and colleague of Gopal, he also graduated in Management with Finance as major subject. He was also an IFA since 2004. Owing to his passion towards financial planning and common zeal of helping people achieve their financial goals , he joined hands with Gopal to form Gennext Management Services Private Limited.
Before joining the finance industry, was working as Product Manager with Major Electrical Giants like Crompton Greaves, Havells Group to name a few. He got firsthand experience in anticipating customer needs, helping in designing products to suit his specifics, and achieving total customer satisfaction. A must for every organization.
A key strategist and an achiever is a major force at Gennext. Using his knowledge and experience to design appropriate products for varied clients.
A Chartered Accountant by profession, knows the intricacies of finance quite well. Looks after the Taxation, Corporate Laws and other Legal aspects .
Taxation is an integral part of each Finanial Planning module and even otherwise one requires Tax Planning , which he can look after with quite ease. In Retirement and Investment Planning , Taxation plays an important role.
Some modules in Financial Planning specially and specifically require legal angles to be look after like inheritance in Estate Planning. Being a Chartered Accountant, legal tit-bits comes naturally to him.
Life Insurance is insurance for you and your family's peace of mind. Life insurance can be the basis of protection and financial stability after one's death. Its function is to help beneficiaries financially after the owner of the policy dies.
In addition, With a life insurance policy in place, you can:
- - Provide security for your family
- - Protect your home mortgage
- - Take care of your estate planning needs
- - Look at other retirement savings/income vehicles
Insurance other than �Life Insurance� falls under the category of General Insurance. General Insurance comprises of insurance of property against fire, burglary etc, personal insurance such as Accident and Health Insurance, and liability insurance which covers legal liabilities. There are also other covers such aINSURANCEs Errors and Omissions insurance for professionals, credit insurance etc.
There is no better solace than knowing that the best treatment is there for you when you need it. And a good health insurance cover gives you just that. Peace of mind, and the freedom to protect your hard earned interest.
As against the common Notion Mutual Funds are not about equity only, there are variety of Mutual Funds schemes catering to needs of each individual. Mutual Funds can be:
where almost whole corpus is invested into equity shares so as to provide greater returns to the investors. Balance Funds: Provide periodic returns and capital appreciation over a long period of time from a judicious mix of equity and debt investments with an aim to prevent/minimize any capital erosion.
To optimize returns while maintaining a balance of safety ,yield and liquidity.
To generate optimal returns while maintaining safety and high liquidity.
Corporate FDs, Fixed Maturity Plans (FMPs), Monthly Income Plans (MIPs), Post Office MIS.
Tax Planning, Tax Saving, Return Filing
Tax Deposit, Return Filing: Quarterly and Annual.
Have a Trading terminal of reputed Broker with Instant DMAT and online trading facility.