An agent takes one job off your list, like checking every statement, tracking capital gains or finding accounts with no nominee. It runs on a schedule, remembers what you told it and shows the source of every number. Reva is read-only, so agents can’t move money or place trades.
Hey Reva answers a question when you ask it. An agent has a standing job and keeps at it between your visits.
A standing job. You give it a brief once. It keeps doing that job until you pause it.
It watches. New statements, due dates and limits you set wake it up. You don’t have to remember to ask.
It runs on a schedule. Daily, monthly, quarterly or before due dates, whether or not you open Reva.
It remembers. Your CA’s name, the accounts you closed, the limits you chose. Next month it starts from there.
It finishes the work. You get a checked summary, a draft for your CA or a reminder, with the source of every number.
It asks first. Anything that leaves Reva, like an email to your CA, waits for your approval.
From brief to agent in a minute.
Start from one of Reva’s agents or write the job in your own words. Then choose what it can read, when it runs, where it reports and what it must ask you first.
Write the brief
Choose what it can read
Set when it runs
Pick where it reports
Decide what waits for your yes
13 agents to start from.
Each one comes with a job, a schedule and approvals already set. You can change any of them after you turn it on.
Keep it right
Net Worth Keeper. Checks every new statement against the last one and stops errors before they reach your net worth. Runs: On every new statement, Daily.
Fee X-ray. Adds up what you pay in fund expense ratios, PMS fees and distributor commission, in rupees a year. Runs: Monthly, On every new statement.
Cash Calendar. Watches FD maturities, premiums, SIP dates and capital calls so nothing surprises you. Runs: Daily, Before due dates.
PMS & AIF Monitor. Reads PMS and AIF statements, capital calls and distributions, and compares them with the index. Runs: Quarterly, On every new statement.
Concentration Watch. Looks through your funds to the companies underneath and flags where too much sits in one place. Runs: Monthly.
Statement Inbox. Reads statements you forward by email, unlocks them and files them to the right account. Runs: On every new statement.
Tax
Tax Watch. Keeps a running capital gains tally, flags advance-tax dates and prepares the pack your CA needs. Runs: On every new statement, Before due dates, Quarterly.
Year-end CA Pack. Collects everything your CA asks for in July and checks it against your AIS. Runs: Monthly, Before due dates.
Protect
Nominee Check. Finds accounts without a nominee and nominees that don’t match your will. Runs: Monthly, On every new statement.
Cover Check. Compares your life and health cover with your loans, expenses and dependants. Runs: Quarterly.
Plan
Goal Tracker. Checks each goal every month and shows the monthly amount that closes any gap. Runs: Monthly.
Special situations
RSU & ESOP Desk. Tracks vests, the tax already deducted on them, and TCS when you send money abroad. Runs: Before due dates, Monthly.
NRI Desk. Keeps NRE, NRO and repatriation limits straight for family members abroad. Runs: Monthly.
What agents can and can’t do.
Read-only. Agents can’t move money, place trades or change anything in your accounts.
Analysis, not advice. Agents explain and prepare. They don’t tell you what to buy or sell.
Approvals on by default. Sharing with your CA or messaging a family member waits for your yes.
Every number sourced. Each finding names the statement it came from, so you can check it.
Your data stays in India. Agents run on Reva’s servers in India. Nothing is sold or used for ads.
Pause or delete any time. Stop an agent and its memory with one tap.
Questions about Reva Agents
What is a Reva Agent?
A Reva Agent is a standing job that watches your money between visits. It has a brief, wakes up on new statements, dates or limits you set, remembers what you told it, and gives you a finished result with the source of every number.
How is an agent different from asking Hey Reva?
Hey Reva answers a question when you ask it. An agent keeps working without being asked: it checks every new statement, runs on a schedule and tells you when something needs a look.
Can an agent buy or sell for me?
No. Reva is read-only. Agents can’t move money, place trades or change your accounts, and they don’t tell you what to buy or sell.
Can I build my own agent?
Yes. Start from one of Reva’s agents or write the job in your own words, then choose what it can read, how often it runs, where it reports and what it must ask you before doing.
Where does my data go when an agent runs?
Agents run on Reva’s servers in India and read only the data you allow. Each agent’s memory can be viewed and deleted.
Designed and built by people who have worked at India’s leading wealth management firms. Agent runs shown on this page come from a sample household.