Tavaga 4+

Tavaga Advisory Services Private Limited.

Designed for iPad

    • 5.0 • 4 Ratings
    • Free

Screenshots

Description

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?.

Happy Investing

We welcome you to The Tavaga Tribe

Please drop a mail to support@tavaga.com for further queries.

What’s New

Version 2.4.9

we have been listening to you and have tried to make your experience better, delightful and easy to use.
1) Added another top broker to our list for seamless experience - Nuvama
2) Changed UI/UX for the better - obviously !
3) Some adamant bugs finally got bugged out

Ratings and Reviews

5.0 out of 5
4 Ratings

4 Ratings

Samosa2013 ,

Excellent app

Very user friendly. Easy to understand the concept.

App Privacy

The developer, Tavaga Advisory Services Private Limited., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • Identifiers

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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