Generational Wealth

Generational wealth is the retail arm of global investment firm NÂG ANALYTIX with offices in New York, Mumbai and Singapore. NÂG ANALYTIX, was rated as the 5th best performing fund in the US by Topfundrankings.com in years 2022 and 2025 within the category of funds managing more than $100 million in assets.

Ever heard the story about some friend of yours, whose father invested in some company, like 10 years ago and suddenly 25 lakhs invested became 25 crores. Like how Warren Buffet bought Coca Cola and forgot about it.

Well that’s exactly what we do. Our flagship products, Children's Educational Wealth Generation and Legacy Wealth Generation, endeavour to build wealth for our clients by investing in companies which are monopolies on over 8 billion people globally.

Children's Educational Wealth Generation: 

A product catering to parents who are looking to send their kids abroad for education. A perpetually rising US dollar or British Pound, is the main reason for increase in tuition and living expenses in the US or the UK. Very often the dollar can appreciate by 30% over the rupee in a short span of time, turning a $200,000 expense to a $2,60,000 expense. 

We need to plan ahead and invest in dollar assets, just like how corporates buy dollars way ahead of actual use, to hedge the currency risk. In our Children's Educational Wealth Generation product, we help the client set up a global investment account in their name. Wherein, they can buy US dollar assets like bonds and equities in their own name or their children's name. These assets compound over a few years in dollar terms. 

So for example, if you invested $50,000 in Apple in 2023, by end of 2025 your investment would have appreciated to over $90,000. It would have also protected your investment from the rupee depreciating against the dollar. Rupee went from 72 in 2022 to 87 to the US dollar in 2025.

Legacy Wealth Generation: 

 Gift Your Grandchild Financial Independence

Legacy Wealth Generation is a visionary wealth-planning solution designed specifically for senior citizens who want to leave more than memories—they want to leave a financial legacy. Our platform empowers you to invest in "monopoly companies" with long-term, generational growth potential, creating enduring wealth structures that grow with your grandchildren.

By strategically positioning your capital in industry-dominant businesses, you’re not just investing—you’re planting the seeds of freedom, security, and opportunity. Legacy Wealth Generation takes care of the complexity, so your legacy lives on effortlessly.

Because the best inheritance is independence.

Our current Client Assets are at about $210 mn & we have been delivering returns of over 30% per year in our global monopolies portfolio.

We are a global investment team based in New York, Singapore and Mumbai. The team comprises of 12 investors headed by Sundip Nag. Sundip Nag, is a seasoned investment professional and the founder of Generational Wealth. He is renowned for his expertise in identifying and investing in global monopoly companies that exhibit sustainable growth and high returns on capital.

One of Sundip's notable achievements includes being an early equity investor in Facebook, which yielded significant returns. He also successfully anticipated the market rally following the 2008 global financial crisis, investing in companies like ICICI Bank and Maruti, both of which provided returns exceeding 300%. ​

Before establishing NAG ANALYTIX, Sundip accumulated over a decade of experience in the investment sector. He spent nine years at The Ashmore Group in Washington D.C., where he managed portfolios across various Asian markets, including India, Indonesia, Thailand, the Philippines, Malaysia, and Vietnam, and served as the Global Banks Analyst. Prior to that, he worked as an International Equity Analyst at ING Investment Management in New York for three years. 

Kayuri Bafna is a generalist analyst with expertise in the consumer sector and a key focus on our investments in India. She has played a pivotal role in shaping our investment strategies in the pharmaceutical and consumer sectors in China while also conducting in-depth research on the technology and AI industries.

With a strong ability to integrate market news with company performance, Kayuri builds comprehensive financial models that serve as critical tools for investment assessment. Her research approach is tailored to individual sectors and companies, creating structured frameworks that act as filters to evaluate investment viability.

Kayuri holds a master’s degree in International Finance and Investment Management from University of Dundee, and her previous experience as an analyst at Govconnect (Manchester) and IDA Ireland (Mumbai) has further refined her analytical approach. Her expertise and insights significantly contribute to the investment strategies at Nag Analytic.

Sansia Fernandes is a general analyst with a strong focus on the semiconductor space, particularly in the burgeoning Al chips sector. Additionally, her expertise extends to real estate and the consumer sector in China, where she has played a key role in identifying emerging trends, market shifts, and potential investment opportunities.

As an investment analyst, Sansia demonstrates a blend of analytical rigor and strategic thinking.

Her work is characterized by deep, methodical research, drawing insights from both quantitative data and qualitative assessments.Her ability to break down complex sectors with clarity and foresight makes her a significant part of the team.

Sansia’s insights have added considerable value, helping the team make informed decisions and stay ahead of the curve in rapidly evolving sectors.

Akansha Singh is a multi-sector analyst specializing in the technology and pharmaceutical industries, with a focus on investments in India, China, and the U.S. She has played a key role in shaping investment strategies by conducting in-depth market research and industry analysis.

With a strong ability to connect market trends with company performance, Akansha develops detailed financial models to support investment decisions. She possesses a sharp analytical acumen for identifying under-the-radar investment opportunities, leveraging her strategic vision to uncover high-growth potential stocks. Her structured research approach helps evaluate opportunities across different sectors and regions.

She holds a Bachelor of Commerce in Investment Management and has gained valuable experience in financial research and market analysis. Her insights play a vital role in guiding strategic investments.