Genvest- AI Wealth Management

Genvest

About this app

Genvest – AI-Powered Wealth Management for Smarter Investing

Genvest helps you manage, track, and grow your wealth intelligently using AI-driven insights, backed by a SEBI-registered Investment Advisor.

Whether you are a beginner investor or an experienced professional, Genvest brings all your finances together and helps you make better, more informed investment decisions — clearly, transparently, and responsibly.

Smart Mutual Fund Portfolios:

Access direct-plan mutual fund portfolios designed using quantitative research and suitability principles:
- Risk-aligned portfolios (Conservative to Aggressive)
- Goal-oriented baskets
- Long-term, disciplined investing approach

Track All Your Wealth in One Place: View your investments across:
- Mutual Funds
- Equities (linked via CAS)
- Asset allocation snapshot
- Net-worth overview

All your wealth, one unified dashboard.

SEBI-Registered & Compliance-First : Genvest is operated by Coinwise Research Private Limited, a SEBI-Registered Investment Advisor (RIA No. INA000018382).

- Advice provided only after suitability assessment
- Transparent fee-only advisory model
- No hidden commissions or product pushing

Security & Privacy:
- Your data is encrypted and protected.
- We follow strict security and privacy standards to ensure your financial
information remains safe and confidential.

Who Is Genvest For?
- Long-term investors
- Professionals & entrepreneurs
- First-time investors seeking guidance
- Anyone who wants clarity, not noise

Why Choose Genvest?

✔ AI-powered insights, not generic tips
✔ SEBI-registered advisory framework
✔ Direct mutual funds for cost efficiency
✔ Clean, simple, and intuitive experience
✔ Built for Indian investors