Tavaga Advisory Services Pvt Ltd
Tavaga Advisory Services Pvt Ltd is a Mumbai-based, privately held Indian fintech founded in 2015 that aims to give retail investors access to the same technology, advisory processes, and investment products used by professional investment funds.
- Company typePrivate
- Founded2015
- HeadquartersMumbai, India
- Headcount1–10
- GTM typeB2C
- OfferingServices
Tavaga Advisory Services Pvt Ltd firmographics
Firmographics- Name
- Tavaga Advisory Services Pvt Ltd
- Legal name
- Tavaga Advisory Services Pvt Ltd
- Website
- https://tavaga.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Tavaga Advisory Services Pvt Ltd is a Mumbai-based, privately held Indian fintech founded in 2015 that aims to give retail investors access to the same technology, advisory processes, and investment products used by professional investment funds.
- Ownership category
- akta.pro rank
Tavaga Advisory Services Pvt Ltd industry classification
Industry- Product category
- Investment Advisory & Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Investment Management Advisory (RIA) (FSAEAAAB)
- akta.pro secondary industries
- Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Tavaga Advisory Services Pvt Ltd is headquartered
LocationHeadquarters
- HQ city
- Mumbai
- HQ country
- India
- HQ region
- Asia
Markets served
Tavaga Advisory Services Pvt Ltd business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Tavaga Advisory Services Pvt Ltd product offering
Product offeringCore offering
Tavaga Advisory Services Pvt Ltd provides investment advisory and wealth management services aimed at retail investors, offering them access to the same technology, processes, advice, and products typically used by professional investment funds. The company operates a digital platform that delivers institutional-grade investment solutions to individual investors.
Differentiator
Problem solved
Functional benefit
Products and services
- Retail Investment Advisory Services Investment advisory and wealth management service that delivers professional-grade technology, processes, advice, and investment products to retail investors who previously had limited access to such tools.
Companies that use Tavaga Advisory Services Pvt Ltd
Customer profileIdeal customer profiles1 record
Tavaga Advisory Services Pvt Ltd technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Tavaga Advisory Services Pvt Ltd competitors and assessment
Company assessmentDirect peers
- Kuvera: Kuvera is a SEBI-registered investment adviser offering direct mutual fund plans and wealth management tools to Indian retail investors. It is directly comparable to Tavaga on customer base (Indian retail) and on the fee-based, advisory-led model using digital tools to deliver institutional-style investing.
- INDmoney: INDmoney is an Indian wealth-tech platform providing financial planning, mutual fund, and stock advisory to retail investors. It targets the same segment as Tavaga with a similar proposition of consolidating investments and delivering structured, advice-led wealth management via a tech platform.
- Cube Wealth: Cube Wealth is a SEBI-registered investment adviser offering curated model portfolios and access to curated PMS/AIF products for affluent Indian retail investors. Comparable to Tavaga in bringing 'institutional-grade' portfolio strategies (curated, model-based) to retail users.
- WealthDesk: WealthDesk is a tech-enabled investment platform providing model portfolios, advisory, and execution across Indian mutual funds and securities. It is a direct competitor to Tavaga in delivering model-based, technology-led wealth advisory to Indian retail investors.
- Smallcase: Smallcase offers model-based, thematic, and managed equity portfolios for Indian retail investors via a tech platform. Comparable to Tavaga in democratizing institutional-style structured portfolios for retail investors through a digital advisory interface.
- INDwealth: INDwealth (by IIFL) is a digital wealth management platform targeting affluent Indian households. It overlaps with Tavaga in offering tech-driven wealth advisory, portfolio tracking, and curated investment products to retail and HNI clients.
- Scripbox: Scripbox is a SEBI-registered investment adviser focused on goal-based mutual fund investing for Indian retail investors. It is comparable to Tavaga as a digital-first, advisory-led platform serving Indian retail investors seeking model-based wealth solutions.
Broad incumbents
- Groww: Groww is one of India's largest retail investing platforms offering mutual funds, stocks, ETFs, and digital advisory. It competes with Tavaga across Indian retail investing but operates at much greater scale and breadth, making it a broad incumbent in the same investment-services space.
- Zerodha: Zerodha is India's largest retail broker with proprietary trading platforms and a growing mutual fund/ advisory footprint (Coin, Weather). It overlaps with Tavaga's retail-investor focus and product distribution and is a broad incumbent in the Indian investment ecosystem.
Emerging players
- Tickertape: Tickertape is a SEBI-registered investment adviser offering model portfolios and stock/MF discovery and analytics to Indian retail investors. It is an emerging platform competing with Tavaga's proposition of structured, technology-led investing for retail users.
Market position
Customer concentration
Tavaga Advisory Services Pvt Ltd social profiles
Digital presenceTavaga Advisory Services Pvt Ltd financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tavaga Advisory Services Pvt Ltd leadership team
Management profileNumber of profiles
Profiles5 records
Tavaga Advisory Services Pvt Ltd funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tavaga Advisory Services Pvt Ltd M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tavaga Advisory Services Pvt Ltd
What does Tavaga Advisory Services Pvt Ltd do?
Tavaga Advisory Services Pvt Ltd provides investment advisory and wealth management services aimed at retail investors, offering them access to the same technology, processes, advice, and products typically used by professional investment funds. The company operates a digital platform that delivers institutional-grade investment solutions to individual investors.
Is Tavaga Advisory Services Pvt Ltd a public or private company?
Tavaga Advisory Services Pvt Ltd is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tavaga Advisory Services Pvt Ltd founded?
Tavaga Advisory Services Pvt Ltd was founded in 2015. It employs 1 to 10 people.
Where is Tavaga Advisory Services Pvt Ltd based?
Tavaga Advisory Services Pvt Ltd is headquartered in Mumbai, India, in the Asia region.
Who are Tavaga Advisory Services Pvt Ltd's main competitors?
Direct peers on record are Kuvera, INDmoney, Cube Wealth, WealthDesk, Smallcase, INDwealth and Scripbox. Broad incumbents are Groww and Zerodha. Tickertape is listed as an emerging player.
Does Tavaga Advisory Services Pvt Ltd have an API?
No public API is recorded for Tavaga Advisory Services Pvt Ltd.
What industry is Tavaga Advisory Services Pvt Ltd in?
Tavaga Advisory Services Pvt Ltd's product category is Investment Advisory & Wealth Management. Its primary akta.pro industry code is FSAEAAAB, Investment Management Advisory (RIA), with a secondary code of FSAAACAJ, Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward). Its NAICS code is 523940 and its SIC code is 6282.