About us -
We are Tavaga, a SEBI Registered Investment Adviser (RIA) providing financial advice that previously were available on elite few.
We are on a mission to democratise investment advisory.
We offer three services
1) Tavaga app – our app only product for the slightly cautious – wherein we provide
a. Get Advice To Invest In Low Cost Exchange Traded Funds (ETFs) For Your Financial Goals
b. Algorithm Based Advice Diversified Into Domestic, International, Debt and Gold ETFs
c. Glide Path Investing Ensuring Monthly Rebalancing To Adjust For Market Fluctuations. Aggressive Allocation For Long Duration & Conservative Allocation For Short Duration Financial Goals
d. ₹ Flat fees starting from as low as Rs.300 for Up To 10 Goals
e. Tavaga is seamlessly integrated with leading Brokers, like Zerodha, Upstox, 5Paisa, ICICI Securities, Alice Blue, Trade Smart and Nuvama. Don’t worry we support all brokers too but your execution experience would be slightly different from the ones above.
2) Customised advisory – an offline service catering to the slightly fearless
Our bespoke services include personalized investment solutions taking into consideration your specific risk appetite, time horizon and financial goals in order to safeguard your investments against market volatility, so you can have peace of mind while your money works for you. Our tailor-made, core services include:
a. Customized Investment Portfolio
b. Tax Planning
c. Existing Portfolio & Insurance Review
d. NRI Investment Services
3) Corporate Treasury Management
Our Treasury Advisory practice includes an array of services tailored to support your institution in managing liquidity and discovering opportunities for value creation. We provide services across different domains under treasury management, risk and liquidity management, and technology support.
Ready to get started?.
We welcome you to The Tavaga Tribe
Please drop a mail to [email protected] for further queries.