Servat — Wealth Management AI
An agentic co-pilot for building AI-driven customer investment portfolios based on dynamic risk profiles for wealth management firms, banks and insurance companies globally.
Dynamic Risk Portfolio Building
AI agents continuously analyze market conditions, client risk profiles and regulatory requirements to build and rebalance investment portfolios in real time.
Audit Dashboards
AI-powered audit and compliance dashboards providing real-time P&L visibility, regulatory posture and board-level reporting.
Agentic Financial Advisory
Conversational AI co-pilot that assists wealth managers with client conversations, portfolio recommendations and scenario modelling — with full audit trails.
Target Market
Banks · Wealth Management Firms · Insurance Companies · Family Offices · Fintech Platforms — globally, with deep expertise in India BFSI regulatory frameworks.
Partnership Model
Cnetric offers Servat a full-stack partnership — product co-creation, engineering services, go-to-market support and enterprise customer access.