Bhaga Wealth
Curated by SignalFinancial planning platform offering personalized investment and tax strategies.
Overview
Bhaga Wealth is a financial planning firm that focuses on providing tailored solutions for individuals. The company integrates tax and investment strategies within its offerings. Its product suite includes mutual funds, equities, non-resident investments, fixed income, tax planning, and estate planning. Bhaga Wealth targets individuals who aim to improve their financial health and utilizes algorithms to develop customized financial plans that address various goals, including retirement and wealth accumulation. The platform includes tools for goal setting, budgeting, and scenario analysis to assist clients in making informed financial decisions.
Key facts
- Founded
- 2022
- Headquarters
- Mumbai, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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- Commercial model
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Contact
- Primary office
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