Mobile Wealth Companion

Build your money command center in one app

See your complete money picture, catch risk drift early, and act on NOVA signals in minutes.

SEBI RIA: INA000018382AI + Human Advisory WorkflowMade for Indian Investors
Genvest home dashboard with net worth, signals and wealth overview

24x7

Portfolio Monitoring

Actionable

NOVA Insights

1 App

Wealth Visibility

SEBI RIA

Compliance-First

See What You Get Before You Download

A clean, product-first flow built around your real app experience: dashboard, insights, portfolio depth, and action cards.

Unified Dashboard

Track net worth, risk score, and daily signals at a glance

A single screen for portfolio health so you can quickly identify where action is needed.

  • Consolidated view of wealth and cash position
  • Quick metrics for financial health and risk posture
  • Built for daily check-ins on mobile
Genvest dashboard screen showing net worth and risk score

Portfolio Deep Dive

See holdings and allocation quality before you make changes

Review performance, holdings concentration, and allocation splits with clear visual cues.

  • Holdings-level visibility across segments
  • Allocation map to avoid unintended drift
  • Simple views designed for fast decision-making
Portfolio holdings and allocation screen

Smart Action Cards

Convert insights into clear rebalancing actions

Get direct suggestions like trim, switch, or reallocate with concise rationale in-app.

  • Action-oriented cards with priority context
  • Quick “explain” layer for better confidence
  • Designed to help you move from signal to action
Rebalancing action card interface

Common Questions

Is Genvest regulated?

Yes. Genvest is offered by Coinwise Research Private Limited, a SEBI-registered Investment Adviser (RIA) with registration number INA000018382.

Can I start with a smaller amount?

Yes. You can begin with smaller SIP or lump-sum investments and scale as your goals evolve.

Is this only for advanced investors?

No. The app is designed for both beginners and experienced investors, with clear explanations and actionable guidance.

Start with a 2-minute portfolio check

Download the app, connect your investments, and get actionable guidance right away.

Download App