Genvest

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