Your Portfolio in One View
See your mutual funds, stocks, ETFs and cash together, with net worth, allocation and XIRR in one place.
Personalized Investment
Advice — powered by AI
AI-assisted analysis that adapts to your goals, risk profile, and market regime, so you know what to do next.
4.8 App Store
4.7 Google Play
₹100 Cr+Assets Connected
SEBI RIAINA000018382
IIT–IIMFounded
Reads your money Aligns with the market Picks your funds Regular Monitoring SEBI RIA registered
One App. Every Insight. Zero Guesswork.
Dhriti brings together portfolio analysis, AI-powered market intelligence, and personalized guidance — all in one mobile experience.
Market Regime Intelligence
Dhriti detects Risk-On, Risk-Off, Recovery, and Shock modes — and adjusts your allocation in real-time.
Underperformer Detection
Flags funds with declining performance and high redemption signals — so you act before losses compound.
AI Chat Agent — Dhriti
Ask anything about your portfolio. Dhriti gives SEBI-compliant, context-aware answers 24/7.
One Intelligence layer for All your wealth.
Wealth Insight, Stock Portfolio Intelligence, Mutual Fund Analysis, Tax Intelligence — each answers a question you probably shouldn't wait any longer to ask.
01Wealth Insight
See what needs your attention first.
Genvest brings together portfolio priorities and everyday money habits, helping you focus on the actions that could make the greatest difference to your financial health.
See your wealth insights →
Sample Data for Illustration.
MeetYour Genvest advisor
Your investing copilot, one message away.
Dhriti combines your financial situation, portfolio, investment research and current market context—then explains what matters next in plain English.
Dhriti separates strong returns from portfolio risk.
A strong return does not make an equity-heavy portfolio balanced. Dhriti compares your actual allocation with your advisory plan before suggesting a change.
Allocation driftXIRRMarket context
Exact responses may differ, and the graphics shown here are for illustration.
9:41
U
Should I rebalance my portfolio?
Expected returnsSave taxExpense ratio
Message Dhriti…
Your Wealth Deserves More Than a Model Portfolio.
Personalised investment advice built around your goals, portfolio and financial life.
Before the recommendationGenvest starts with you
" "Advice begins after your financial life is understood.
How your plan is built
Get your personalized advisory →Sample data · Illustrative. Genvest is a SEBI Registered Investment Advisor (INA000018382). Actual recommendations depend on your inputs and are delivered inside the Genvest app.
As Featured In
Press coverage of how Genvest is bringing personalized investing to more retail investors.
One platform. Four ways to start.
From a free portfolio checkup to an Elite advisory relationship — pick the level of guidance that fits.
Free
₹0forever
- Portfolio checkup via Account Aggregator
- Track income, spending and money habits
- Spot underperforming mutual funds
- Track net worth against market benchmarks
- View equity and mutual fund XIRR
- Limited access to Dhriti AI
Plus
For DIY Investors
₹899/ year
Equivalent to ₹75/month · Save ₹297 a year · 24.8% off
Everything in Free, plus:
- AI-powered equity portfolio analysis
- AI research notes for NSE-listed stocks
- Concentration and diversification alerts
- Weekly portfolio-holding alerts
- Ask Dhriti about NSE-listed stocks
Best Value
Pro
Your Personal Advisory Plan
₹1,499/ year
Equivalent to ₹125/month · Save ₹897 a year · 37.4% off
Everything in Plus, plus:
- AI-powered personalized investment plan
- Quant-driven mutual fund portfolio
- Timely rebalancing guidance
- Track financial-freedom progress
- Personalized asset-allocation guidance
- Full Dhriti AI access*
*Subject to daily usage limits.
See Advisory in detail →Elite
For complex, multi-asset portfolios
Custom advisorypricing by consultation
Everything in Pro, plus:
- Dedicated relationship manager
- Multi-asset portfolio: stocks, mutual funds, REITs, gold and silver
- Quarterly reviews and performance monitoring
- Global guidance across international stocks, ETFs and mutual funds
- Tax-aware transitions and rebalancing
Recommended for portfolios above ₹50L
Talk to us →How it works
Live in under 5 minutes.
From download to your first AI-generated insight — in four steps.
Link your PAN
Enter your PAN and we pull your portfolio — end-to-end encrypted.
30 sec
Answer 5 questions
Quick risk profiling so Dhriti can classify your investor category.
1 min
Get your financial X-ray
Health score, flagged underperformers, and personalized insights — instantly.
Instant
Unlock your AI portfolio
Choose Plus for AI equity portfolio analysis, NSE stock research and weekly alerts on your holdings.
Plus
Our team
Meet the people behind Genvest.
A small, hands-on team building institutional-grade investment intelligence for Indian investors.
Founder & Principal Officer
Rohit Prakash
B.Tech · IIT Kanpur | MBA · IIM Calcutta
Alumnus of IIT Kanpur and IIM Calcutta. Over a decade of experience in finance and capital markets. Founded Genvest to democratize institutional-grade investment strategies for retail investors.
Full-Stack Developer
Nidhi Gond
B.Tech · NIT Allahabad
Nidhi is a graduate of MNNIT Allahabad and a full-stack developer at Genvest. She leads our mobile app development and the systems behind it, so thousands of investors can see and track their investments in a simple, intuitive way.
Full-Stack Developer
Mihir Ojha
B.Tech · NIT Allahabad
Mihir is a graduate of MNNIT Allahabad and a full-stack developer at Genvest, previously with Zomato (now Eternal). He works across our mobile app and backend systems, building reliable infrastructure that helps investors track and grow their portfolios.
Business Development
Ananya Arora
Post Graduate · York University, Toronto
Ananya is a postgraduate from York University, Toronto with extensive experience in financial advisory. Previously a Financial Advisor and Strategy Associate at CIBC, Canada. At Genvest, she leads business development and client relationship management.
Client Relations & Marketing
Richa Varma
B.Com · MBA (SRMCEM)
Richa looks after client relations and marketing at Genvest. B.Com graduate from Allahabad University and holds an MBA from SRMCEM. Has worked in various roles at Muthoot Finance and closely with the CEO of an education startup.
FAQ
Questions we hear most often.
Clear answers on how Genvest is built, priced, and regulated.
What is Genvest?
Genvest is a SEBI-registered Investment Adviser that combines quantitative research, portfolio analytics and AI-assisted guidance. It helps investors understand their existing investments and, under eligible plans, receive personalised investment advice.
Can Genvest analyse my existing portfolio?
Yes. You can connect supported financial accounts through consent-based data access. Genvest can consolidate your holdings, track portfolio performance and identify issues such as concentration, asset-allocation drift and underperforming mutual funds.
What can I ask Dhriti?
You can ask Dhriti about your portfolio, mutual funds, NSE-listed stocks, asset allocation and investment decisions. Where your financial information is available, Dhriti can place its response in the context of your portfolio and financial situation.
Is Dhriti giving personalised investment advice?
Dhriti provides information and portfolio insights across plans. Personalised investment advice is available only through the appropriate Genvest advisory plan after completing the required risk-profiling and suitability process.
Still curious? Ask us anything →
Get in Touch
Talk to Genvest.
Deciding between plans, evaluating Custom Advisory, or just curious how Genvest fits — reach out and we'll get back within one business day.
Phone
Email
Corporate Office
3rd Floor, Orchid Centre, Sector 53
Innov8, Golf Course Road, Gurgaon 122022
Innov8, Golf Course Road, Gurgaon 122022
Business Hours
Mon – Fri · 7:00 AM – 7:00 PM IST
Sat · 9:00 AM – 3:00 PM IST
Sat · 9:00 AM – 3:00 PM IST
Start your Genvest journey
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