Vedra AI

TatvaCRM is a CRM built for India's BFSI sector — NBFCs, DSAs (Direct Selling Agents), insurance agents, and debt advisory firms — plus SMBs in sales, agencies, and manufacturing. What sets it apart from generic CRMs: Loan-file data model built for loan origination, not a retrofitted deal pipeline Multi-lender applications — one applicant, many loan files across banks/NBFCs DSA network management — sub-agent hierarchies, commission splits, payout grids Insurance renewal calendar with automated reminders Schema-per-tenant PostgreSQL isolation for each customer DPDP-compliant by design INR-native pricing, no minimum seats Free forever for small teams — no card, no trial expiry Standard modules: contacts, companies, deals, leads, tasks, activities, custom fields, custom pipelines, role-based access, bulk import/export, email integration, file uploads. Built in Pune by Tatva Fintech Private Limited, founded by Anil Agarwal, a CA with 15+ years in BFSI advisory.

Extrieve is an AI orchestration platform for BFSI organizations that helps banks and regulated institutions operationalize AI across documents, systems, regulations, workflows, and human approvals. The platform governs how AI models interact with banking data, document repositories, core systems, compliance databases, and business processes. Extrieve includes an orchestration engine, integration layer, and unified operations interface to turn AI outputs into auditable business actions. Its capabilities include maker-checker workflows, audit trails, consent management, DPDP logging, policy controls, low-code workflows, case management, human-in-the-loop reviews, exception handling, and risk oversight. The platform supports use cases such as customer onboarding, lending, trade finance, customer operations, insurance, capital markets, and ESG compliance.