Tavaga 2.4.9

About Us

We are Tavaga, a SEBI Registered Investment Adviser (RIA) dedicated to providing accessible financial advice that was once limited to the elite few. Our mission is to democratize investment advisory, making quality guidance available to a broader audience.

We offer three distinct services:

1. Tavaga App – Our app-based solution designed for individuals who prefer a cautious approach. Key features include:
   • Guidance on investing in low-cost Exchange Traded Funds (ETFs) tailored to your financial objectives.
   • Algorithm-based advice diversified across domestic, international, debt, and gold ETFs.
   • Glide Path Investing strategy, which includes monthly rebalancing to adapt to market fluctuations, offering aggressive allocation for long-term goals and conservative allocation for short-term objectives.
   • Flat fees starting from ₹300 for up to ten goals.
   • Seamless integration with leading brokers such as Zerodha, Upstox, 5Paisa, ICICI Securities, Alice Blue, Trade Smart, and Nuvama, while also supporting other brokers with varying execution experiences.
2. Customized Advisory – An offline service tailored for those willing to take a bolder approach. Our bespoke offerings include personalized investment strategies that account for your specific risk tolerance, time horizon, and financial aspirations. Core services include:
   • Customized Investment Portfolio
   • Tax Planning
   • Existing Portfolio and Insurance Review
   • NRI Investment Services
3. Corporate Treasury Management – Our Treasury Advisory practice provides a comprehensive range of services designed to assist institutions in effective liquidity management and identifying value creation opportunities. We address various domains within treasury management including risk management, liquidity management, and technology support.

To embark on your investment journey with us or for further inquiries, please reach out via email at [email protected].

Happy Investing!

Welcome to The Tavaga Tribe.