About Tavaga – Investing for Goals
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 service
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
[email protected] for further queries.
Previous Versions
Here you can find the changelog of Tavaga – Investing for Goals since it was posted on our website on 2016-12-27 09:37:30.
The latest version is 2.5.7 and it was updated on 2024-04-22 17:56:25. See below the changes in each version.
Tavaga – Investing for Goals version 2.5.7
Updated At: 2023-04-21
Changes: Introducing our latest app update, featuring bug fixes, performance enhancements, and seamless integration.
With lightning-fast response time and improved stability, your investments are safe in our hands. Our new broker integration with Dhan brings more characters to the table, ensuring a blockbuster experience.
Experience the power and agility of our app's performance.
Don't worry about plot twists derailing your investment journey, our app is ready to handle anything.
Tavaga – Investing for Goals version 2.4.4
Updated At: 2021-01-23
Changes: Bond Integration
Tavaga – Investing for Goals version 2.4.3
Updated At: 2020-11-28
Tavaga – Investing for Goals version 2.4.2
Updated At: 2020-10-07
Changes: 1. New Broker Integration.
2. Notification Panel change.
3. Tavaga Blog, helps users to understand current affairs.
4. Simple onboarding.
Tavaga – Investing for Goals version 2.4.1
Updated At: 2020-04-28
Changes: Minor issues fixed and functionality upgraded.
Tavaga – Investing for Goals version 2.3.6
Updated At: 2020-02-24
Changes: - Minor issues fixed and functionality upgrade.
Tavaga – Investing for Goals version 2.3.5
Updated At: 2019-12-19
Changes: - Minor Issues fixed and Major functionality upgrade.
Tavaga – Investing for Goals version 2.3.2
Updated At: 2019-11-06
Changes: - Added new broker - Zerodha.
- No charge/fees - Limited period promotion.
- Improved User Risk and Goal assessment.
- Improved user flow with workflow automation.
- Minor Issues fixed and Major functionality upgrade.
Tavaga – Investing for Goals version 2.3.1
Updated At: 2019-10-22
Changes: 1) New Broker added
2) Bugs removed and resolved
3) Process improvements
Tavaga – Investing for Goals version 2.3
Updated At: 2019-09-26
Changes: 1) Bugs removed and resolved
2) Process improvements
Disclaimer
Official Google Play Link
We do not host Tavaga – Investing for Goals on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Google and passed their terms and conditions to be listed there. We recommend caution when installing it.
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