24x7
Portfolio Monitoring
AI Wealth Intelligence
Meet your AI wealth co-pilot for daily money decisions
Get practical AI-backed recommendations and keep your portfolio aligned with your goals.
SEBI RIA: INA000018382AI + Human Advisory WorkflowMade for Indian Investors
Actionable
NOVA Insights
1 App
Wealth Visibility
SEBI RIA
Compliance-First
An AI Wealth Management App That Is Actually Usable
Less noise, more action. Real-time portfolio visibility plus NOVA guidance designed for everyday investors.
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
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
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
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.
Let AI guide your next investment move
Install Genvest and start using AI-backed insights with a compliance-first advisory framework.