Products

Our products

Two products. One execution platform. SarvaX serves wealth management. KaraX serves individuals.

Agent categories
Relationship Intelligence — pre-meeting briefs, post-meeting CRM updates, client strategy
Operations — review cadence, pipeline tracking, workload insights
Compliance — KYC extraction and QA, document intelligence, audit support
Portfolio Analytics — drift detection, XIRR, tax-aware rebalancing simulations
SarvaX

SarvaX

AI execution layer for wealth management

SarvaX is an execution layer for wealth management firms: twelve specialized AI agents run client-facing and compliance workflows on a human-approval-gated platform with full audit trails.

Native connectors for the wealth stack: Salesforce FSC, enterprise WhatsApp, Zoho, AWS Bedrock, Microsoft 365, and Gmail/Drive — Morningstar data in rollout.

Deterministic core, agentic layer

Exact financial math — XIRR, capital gains, portfolio drift — computed by deterministic engines, never guessed by a model. Agents reason and orchestrate around them.

Meeting to executed work

A client call becomes structured CRM updates, action items, and a compliant transmittal draft — ending at advisor approval, not a suggestion.

Built for the enterprise desk

Role-based access for Advisor, Branch Manager, Compliance Officer, and Super Admin, full execution audit logs, SOC 2 Type II in progress, and model routing with BYOM.

Live in deployments and pilots with wealth firms across India, Kenya, and the United States.

Visit sarvax.ai →
KaraX

KaraX

Personal AI workspace

Built for individuals who live in eight tools and shouldn’t have to — OneChat does the work across them.

One chat connected to 800+ tools. Shipped on web, iOS, and Android. Runs on the same CORE platform that powers SarvaX.

Visit karax.ai →
What KaraX does
OneChat — a single interface connected to your email, calendar, meetings, and documents
Meeting intelligence across Zoom, Google Meet, and Microsoft Teams
Workflow automation and AI agents that act across your tools
800+ integrations reachable without manual handoffs between them
Shipped on web, iOS, and Android

Interested in what we’re building?

For investors, press, and potential partners.

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