Nitin Mathur

🧭 𝐓𝐚𝐯𝐚𝐠𝐚: 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠, 𝐃𝐞𝐦𝐨𝐜𝐫𝐚𝐭𝐢𝐳𝐞𝐝 Tavaga is India’s first goal-based, SEBI-registered Robo-Advisor which is on a mission to make institutional-grade investing accessible to every Indian. 𝐕𝐢𝐬𝐢𝐨𝐧 💬 Democratizing Advice: “𝑆𝑜𝑝ℎ𝑖𝑠𝑡𝑖𝑐𝑎𝑡𝑒𝑑 𝑓𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑎𝑑𝑣𝑖𝑐𝑒 𝑠ℎ𝑜𝑢𝑙𝑑𝑛'𝑡 𝑏𝑒 𝑎 𝑝𝑟𝑖𝑣𝑖𝑙𝑒𝑔𝑒.” Tavaga exists to break down barriers in wealth and asset management. 🧠 Tech That Understands Humans: Our platform combines behavioral nudges, dynamic glide-paths, and risk-personalization to keep investors goal-aligned and disciplined. 📱 Fintech for the Forgotten: We’re not building for HNIs. We’re bringing elite investing strategies and leveraging fintech ecosytem for everyday Indians at a flat-fee at ₹600/year. 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐌𝐨𝐦𝐞𝐧𝐭𝐮𝐦 🤝 Partnering with the Bold: 5paisa, Edelweiss, Upstox are more than logos. These are mission-aligned partners helping us bring goal-based financial investing to the masses. 𝐖𝐡𝐲 𝐓𝐡𝐢𝐬 𝐌𝐚𝐭𝐭𝐞𝐫𝐬 🎯 Investor First, Always: The legacy model is bloated with hidden fees, biased advice, and misaligned incentives. Tavaga flips the script and provides advice which is clean, transparent, and fully aligned with investor success. 𝐀 𝐁𝐢𝐭 𝐌𝐨𝐫𝐞 🧾 I am a former sell-side Equity Research Analyst with more than a decade of experience with marquee Investment Banks covering global and Indian consumer sectors. 🔍 Built a reputation for bold, research-first calls by flagging governance issues at Hindustan Unilever ahead of the 2013 buyback by Unilever and held a contrarian sell stance on United Spirits (and the broader alcoholic beverages sector) between 2013–15, well before consensus shifted. 📊 Deep believer in top-down macro frameworks, married with governance and valuation filters to identify not just the opportunity, but fragility. 🎙️ From SEBI policy forums and global fintech stages to private roundtables, TV and finance podcasts, I challenge legacy thinking and push for a ground-up reset in how India builds wealth. I don’t show up to echo the room. 🎓 MSc in Banking & International Finance from Bayes (formerly Cass) Business School, London.