Bharosa
Our edge Team
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AI Agent for Finance

Financial Intelligence
built from first principles

When it comes to money, being almost right is often the same as being wrong.

Portfolio reasoning Auditable path

What is the most tax-efficient way to rebalance?

Computed path

Evaluate lots, fees, holding periods, tax exposure, goal constraints, and liquidity before sequencing any sale.

Financial data is a mess , simple questions are deceptively complex , and every tool in the market gives you confident sounding approximations .

Bharosa is designed to be precise & secure

Mapping your Finances

Bharosa converts messy financial data into a connected model of your financial life.
This allows for precise calculations, deep look through level analytics and tax-aware reasoning across your holdings.

Traceability & Accountability

Every number carries its provenance.
Bharosa can show where a figure came from, how it was transformed, which assumptions were applied, and why it affected the final recommendation. This is not just a confident answer but a defensible one

Source Statement, broker, ledger
Normalize Clean, map, reconcile
Compute Lots, taxes, fees
Answer Evidence attached

Privacy & Security

The intelligence comes to your data.
Bharosa is designed to run on your device, on premise, or inside your private cloud, using the AI model you choose.
Your data is not stored, seen or trained on.

Your environment
Bharosa runtime
Model of choice

No financial data is sent to Bharosa.

Meet the Team

Bharosa is built by financial analysts and engineers with over 25 years of combined experience globally.
We knew early on that AI alone couldn't solve financial queries - not without understanding the nuances, the edge cases, and the messy, highly personal nature of real-world financial data.

So, we spent years building a system that correctly weaves together financial logic, regulatory context, and user-specific details to produce answers you can actually trust.

Founders
Ujjwal Thaakar
Ujjwal Thaakar
Co-founder · CEO
Architect of Bharosa’s infrastructure
Former Disney Digital
Sahil Bhargava
Sahil Bhargava
Co-founder · CPO
Product and direction
Apollo alumni
Advisors
Sanjay Bhargava
Sanjay Bhargava
Fintech pioneer with 40 years across global banking, payments, and technology. A member of PayPal's founding team who went on to lead Starlink's India operations.
Anita Bhargava
Anita Bhargava
Prominent Indian social innovator, civic leader, and financial services executive with decades of experience spanning grassroots activism to global fintech — including leading data operations at PayPal.
Abhishek Raju
Abhishek Raju
Tech entrepreneur and geospatial expert bridging space technology, financial services, and agriculture. Pioneer of India’s “New Space” sector.

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