Take your investment portfolio global.
Build a global equity portfolio alongside what you already own in India — powered by data, research and disciplined portfolio construction.
For Indian residents and NRI investors
Subject to eligibility and availability in your country of residence.
Your life is global. Your portfolio should be too.
Quant investing. Less storytelling. More discipline.
A systematic process combining data, deep research and active risk management.
Systematic strategies can underperform. Discipline reduces emotion; it does not remove investment risk.
Your wealth shouldn't live across disconnected apps.
Bring investing, portfolio intelligence and wealth tracking together.
India Investing
Research Indian equities and mutual funds through Genvest.
Global Investing
Build exposure to global equities alongside your Indian portfolio.
Understand your portfolio, risks and investment research through AI.
Track Your Wealth
Connect and track:
Your advisory portfolio
Mutual fund portfolio
3 funds across equity categories
Equity 100%
SBI Large Cap Fund
Large cap
40%SAMPLE
HDFC Mid Cap Fund
Mid cap
35%SAMPLE- NIMF
Nippon India Small Cap Fund
Small cap
25%SAMPLE
Sample holdings and weights. Not investment recommendations.
We advise. Your money stays with you.
Your investments remain in accounts held in your own name.
SEBI Registered Investment Adviser.
Paid by clients, not products.
Quant research, deep fundamental analysis and portfolio risk management.
Your global investments are considered alongside what you already own in India.
Track bank accounts, FDs, mutual funds, equities and global investments together.
Professional investment advice enhanced by Dhriti AI.
Dhriti AIFounded by IIT and IIM alumni with more than a decade of experience across capital markets, institutional investing and portfolio management.
Simple fees. Zero product commissions.
- Global equity portfolio
- Portfolio weights
- Investment rationale
- Portfolio updates
- India + Global view
We are paid by you — not by the products, brokers or platforms we recommend.
Questions, answered plainly.
What is Genvest Global?
Genvest Global is an equity advisory service currently focused exclusively on US-listed securities. It combines quantitative research, company analysis and portfolio risk management. Subscribers receive portfolio weights, investment rationale and ongoing portfolio updates, considered alongside their Indian investments. The service is for Indian residents and eligible NRI investors, subject to availability in their country of residence. Genvest provides advice; investments remain in accounts held in your own name.
Can NRIs use Genvest Global?
NRI access is subject to eligibility and availability in your country of residence. Before subscribing, please contact the Genvest team to confirm whether we can support your location and what onboarding documents are required.
Do I need an international broking account?+
Yes. Your investments remain in an eligible account held in your own name.
Genvest advises; we don't hold your money or securities.
How much can an Indian resident invest abroad?+
Under RBI's LRS, resident individuals can currently remit up to USD 250,000 per financial year across permitted purposes, subject to applicable rules.
Is there a minimum portfolio size?+
There is no mandatory minimum unless specified for a particular plan.
Portfolio suitability may depend on the amount being invested.
Do you recommend individual stocks or ETFs?+
Primarily US-listed equities. Current coverage is limited to US-listed securities.
US-listed ETFs may also be used where they provide efficient diversification or market exposure.
Does Genvest guarantee returns?+
No.
We follow a disciplined investment process, but market returns can never be guaranteed.
How does global fit with my Indian portfolio?+
We consider both together so that global investments add diversification instead of simply duplicating existing risks.
What does Dhriti AI do?+
Dhriti helps you understand your portfolio, research and investment decisions through conversation.
Ask questions such as:
Dhriti currently focuses on Indian investments. Global capabilities are being added.
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.
Innov8, Golf Course Road, Gurgaon 122022
Sat · 9:00 AM – 3:00 PM IST
Start your Genvest journey
Share a few details and our team will reach out.