Fornax Labs builds AI agents for fund distributors, insurance brokers, CA and law firms. Our first, Sugamkar, picks up client requests from email, WhatsApp and web forms, works out what's needed and puts the work on one list, with your team approving anything that matters.
Sorted 48 investor messages from email and WhatsApp
Drafted 31 reminders for policies due this month
Logged 6 tax notices with response due dates
Opened 3 new matters with conflict checks
Every advisory firm runs on client requests: an SIP change, a policy renewal, a tax notice, a new matter. Fornax agents handle that loop wherever the work comes from, and hand people only the decisions that need them.
Sugamkar, our first product, is built for mutual fund distributors. These are the kinds of messages they get every day. Click one to see what it does.
Sample messages and illustrative confidence scores. The demo runs in your browser; nothing you click is sent anywhere.
Each playbook teaches the platform the requests, documents and deadlines of one kind of firm, so agents are useful from day one.
For mutual fund distributors and wealth advisors. Powered by Sugamkar.
For insurance brokers and agents.
For CA and tax firms.
For law firms and legal practices.
Run a different kind of advisory or professional firm? Tell us about it →
Every business works differently. Shape how agents behave, who gets the work and who signs off, without writing code.
Set conditions on anything the agent understands: the kind of request, an amount, the client, the channel or the time of day.
Send work to a person, a team or round robin, by skill, workload or client. Reassign in one click when plans change.
Choose which actions need sign-off, from whom and in what order. Add a second approver above a limit you set.
Add your own kinds of request and decide what happens with each: a task, a summary, a reply draft or an update in your tools.
A client message arrives on email or WhatsApp
Kind is Redemptions and the amount is over ₹1,00,000
Create a high priority task and route it to the Operations team, round robin
Any reply to the client needs sign-off from the Branch manager
Assign to Priya Nair at normal priority
PII and SPI, such as government ID and tax numbers, account numbers and contact details, are masked before any AI sees a message and restored only inside your workspace.
When an agent isn't sure, it asks instead of guessing. Nothing goes to a client without your approval.
Every step and decision is logged and searchable, with time saved and outcomes for each agent.
Agents tell you what the client asked for. They never recommend products or reply on your behalf, so you stay on the right side of your regulator.
We're onboarding a small group of advisory and professional firms. Tell us a little about yours and we'll take it from there.
Prefer to talk first? Book a call or email sales@fornaxlabs.xyz.
Thanks. We'll reply within one business day. If you'd like to pick a time now, book a call below.
Book a 30-minute callFornax Labs builds AI agents for advisory and professional firms: mutual fund distributors, insurance brokers, CA and tax firms, and law firms. Agents pick up client requests from email, WhatsApp and web forms, work out what is needed, do the routine work, and bring in a person for anything sensitive. Every run is tracked end to end.
Sugamkar is our first product. It reads client messages from email, WhatsApp and web forms, recognises what each request is, and turns it into a tracked task with an assignee on one list. It is open for pilots with mutual fund distributors, with insurance brokers, CA and tax firms, and law firms coming next.
Email is live today. WhatsApp Business and web forms are rolling out with our pilot firms, and other channels can be added on request. Every channel lands on the same list.
Each kind of firm has a ready-made playbook. Fund distributors: SIP changes, redemptions, KYC and nominee updates, statements and complaints. Insurance brokers: quotes, renewals, claims and endorsements. CA and tax firms: filing requests, tax notices, document collection and fee follow-ups. Law firms: new matter intake, hearing updates, document requests and client updates. You can add your own kinds of request.
Personally identifiable information (PII) and sensitive personal information (SPI) are detected in every message and replaced with placeholders before any AI processing. That covers identifiers such as government ID and tax numbers, financial account numbers, phone numbers and email addresses. The originals are restored only inside your workspace.
No. Agents sort, summarise and create work for your team. Any reply they prepare, by email or WhatsApp, waits for a person to approve it.
When an agent isn't confident, it puts the message on your list and asks you to choose. One click files it correctly, starts the right follow-up, and the agent learns from your choice for next time.
Yes. You set the conditions an agent acts on, such as the kind of request, an amount, the client or the channel. You decide where the work goes: a person, a team or round robin. And you choose which actions need approval, from whom and above what limit. No code required.
No. There is no new inbox, number or app for your clients, and no engineering team needed. Your team opens one list each morning instead of digging through mail and chats.
Pricing is per connected channel. Pilot firms get preferential pricing in return for feedback. Get in touch for details.
Fill in the pilot form on this page, book a call, or email sales@fornaxlabs.xyz. We reply within one business day.