Frequently Asked Questions
Find answers to common questions about Genvest's services and features
General Questions
What is Genvest?
Genvest is an AI-powered wealth advisory platform that helps you manage your investments, optimize your financial health, and receive timely guidance to achieve your financial goals. We combine quantitative models with artificial intelligence to provide personalized investment strategies.
Is Genvest a SEBI Registered Investment Advisor?
Yes, Genvest Research Private Limited, the company behind Genvest, is a SEBI Registered Investment Advisor (non-individual) with Reg No: INA000018382. We adhere to all regulatory guidelines to ensure transparency and investor protection.
How does Genvest make money?
Genvest operates on a subscription-based model for its premium features (Genvest Pro). We do not earn commissions from product sales, ensuring our advice is unbiased and solely in your best interest.
Our Services
What services does Genvest offer?
We offer AI-powered portfolio monitoring, smart money management, dynamic asset allocation, personalized financial planning, and advanced risk management. Our Genvest Pro plan includes automated smart rebalancing and priority access to expert guidance.
How does AI help in my investments?
Our AI, NOVA, analyzes your financial data, market conditions, and risk profile to provide personalized insights and recommendations. It helps identify underperforming funds, optimize cash flows, and suggest asset allocation strategies.
Do I get human support?
Yes, in addition to NOVA's 24/7 instant answers, our wealth desk is available for deep-dive reviews, tax consultations, and goal recalibrations whenever you request.
Security & Data Privacy
Is my money and data safe with Genvest?
Genvest employs bank-grade encryption, segregated custody, and ongoing compliance monitoring across every integration. Your assets remain in your own demat, mutual fund, or brokerage accounts with trusted partners. We only provide discretionary advice and automated rebalancing instructions.
How does Genvest protect my personal information?
We are committed to protecting your privacy. Our Privacy Policy details how we collect, use, and safeguard your personal and financial data in compliance with relevant regulations.
Getting Started
How do I start investing with Genvest?
You can start in 4 simple steps: Connect Your Financial Data, Complete Your Risk Profile, Get AI Insights, and Upgrade to Pro for personalized portfolio management.
What is a risk profile and why is it important?
A risk profile assesses your comfort level with investment risks, your financial goals, and your investment horizon. It's crucial for us to understand your profile to provide suitable and personalized investment recommendations.
Still Have Questions?
If you couldn't find the answer you're looking for, our team is here to help.
Contact us at contact@genvest.ai or call us at +91-9310855217