Investor Charter

Our Commitment to You

As a SEBI-registered Investment Advisor (Registration No: INA000018382), Genvest Research Private Limited is committed to providing transparent, ethical, and client-focused investment advisory services. This Investor Charter outlines your rights and our commitments to ensure a fair and professional relationship.

Your Rights as an Investor

Transparent Fee Structure

You have the right to receive clear, upfront information about all fees, charges, and costs associated with our advisory services before entering into any agreement.

Complete Disclosure

You have the right to receive complete information about our qualifications, experience, potential conflicts of interest, and any disciplinary actions.

Suitable Recommendations

You have the right to receive investment recommendations that are suitable for your financial situation, investment objectives, and risk tolerance.

Professional Service

You have the right to receive professional, competent, and ethical investment advisory services in accordance with SEBI regulations.

Regular Portfolio Review

You have the right to receive regular portfolio reviews and updates on your investment performance and any recommended changes.

Grievance Redressal

You have the right to file complaints and seek redressal for any grievances through our established complaint handling mechanism.

Our Commitments

Ethical Conduct

We commit to maintaining the highest standards of professional conduct, integrity, and ethical behavior in all our dealings with clients.

Client Interest First

We commit to always acting in the best interest of our clients, prioritizing their financial well-being over our own interests.

Transparency

We commit to providing clear, accurate, and timely information about our services, fees, and any potential conflicts of interest.

Competence

We commit to maintaining and enhancing our professional competence through continuous education and staying updated with market developments.

Confidentiality

We commit to maintaining strict confidentiality of client information and using it only for legitimate business purposes.

Compliance

We commit to adhering to all applicable laws, regulations, and SEBI guidelines governing investment advisory services.

Service Standards

Response Time

We commit to responding to client queries within 24 hours during business days and within 48 hours during weekends.

Portfolio Updates

We provide monthly portfolio performance reports and quarterly comprehensive reviews of your investment strategy.

Market Updates

We provide regular market insights and analysis to help you stay informed about market developments affecting your portfolio.

Risk Management

We continuously monitor your portfolio for risk factors and provide timely alerts and recommendations for risk mitigation.

Contact Information

Principal Officer

Rohit Prakash

Email: rohit.prakash@genvest.ai

Compliance Officer

Richa Varma

Phone: +91-9310855217

Email: contact@genvest.ai

Office Address

3rd Floor, Orchid Centre
Sector 53, Innov8
Golf Course Road
Gurgaon 122022