Biography of Nitin Mathur: Founder and CEO of Tavaga- Entrepreneur
Journey of Nitin Mathur:
Academic Beginnings
Nitin Mathur’s academic journey began at Mohanlal Sukhadia
University, where he earned a Bachelor of Science degree in 2000. His quest for
further knowledge led him to HEC Paris, where he pursued advanced studies from
2001 to 2002. He completed his M.Sc. in Banking and International Finance at
Cass Business School, London, in 2004, which provided him with a strong
foundation in financial principles and market dynamics.
Early Professional Experiences
Nitin’s professional career started with ICICI Bank, where
he worked as a Relationship Manager from September 2005 to November 2006. This
role introduced him to the intricacies of client management and financial
services, laying the groundwork for his future roles in investment research and
analysis.
Entry into Research Analysis
In December 2006, Nitin joined Lehman Brothers, where he served
as a Consumer Research Associate. His tenure at Lehman Brothers, which
continued through its transition to Nomura, lasted until December 2009. During
this period, he gained valuable experience in consumer research and market
analysis, focusing on understanding market trends and consumer behavior.
Building Expertise at Edelweiss
Following his time at Lehman Brothers, Nitin moved to
Edelweiss Securities as a Consumer Research Analyst. From January 2010 to June
2011, he analyzed market data and consumer trends, contributing to strategic
investment decisions. His role involved providing insights and recommendations
based on comprehensive research, further solidifying his expertise in the
field.
Impact at Banco Espirito Santo
In July 2011, Nitin took on the role of Consumer Research
Analyst at Banco Espirito Santo de Investimento. He held this position until
March 2014, where he focused on analyzing consumer sectors and providing
critical insights into market conditions. His analysis often influenced major
investment decisions and sector evaluations.
Biography of Nitin Mathur: Founder and CEO of Tavaga- Entrepreneur /Startup/Investor/Robo-Advisory platform/Age/Net worth/Nitin Mathur story/Tavaga-
Insights from Société Générale
Nitin’s next role was at Société Générale as an Emerging
Markets Consumer Research Analyst. From April 2014 to June 2016, he specialized
in emerging markets, analyzing consumer trends and economic indicators. His
work involved a top-down approach to stock selection, with a strong emphasis on
corporate governance and valuation.
Contribution at Jefferies
In June 2016, Nitin joined Jefferies as a Consumer Research
Analyst, where he continued to build on his extensive research experience. His
role involved in-depth analysis of consumer sectors and market trends,
providing valuable insights for investment strategies. He held this position
until July 2017.
Founding Tavaga
In July 2017, Nitin Mathur took a significant step by
founding Tavaga, a goal-based Robo-Advisory platform. Tavaga offers a mobile
application that democratizes investment advisory by providing retail investors
access to the same technology and processes used by professional funds. The
platform focuses on cost-effective investment instruments like ETFs and aims to
help users achieve their financial goals.
Vision and Strategy at Tavaga
Under Nitin’s leadership, Tavaga has grown into a notable
player in the investment advisory space. The platform stands out for its
transparency and cutting-edge technology, making sophisticated investment
strategies accessible to a broader audience. Tavaga’s approach contrasts with
traditional mutual funds and other investment methods, offering an innovative
alternative.
Influence in Media and Forums
Nitin has been regularly featured in print and electronic
media for his analysis on the Indian consumer sector. His insights and
expertise have been sought after in various forums, where he shares his
knowledge on investment strategies and market trends. He is also active in
FinTech forums and educational institutes, advocating for the use of ETFs and
raising awareness about investment opportunities.
Significant Achievements
Throughout his career, Nitin has made significant
contributions to the field of investment research and advisory. His work has
consistently focused on providing accurate and actionable insights, influencing
both market strategies and investment decisions. His role at Tavaga highlights
his commitment to making investment advisory accessible and effective for
individual investors.
Educational and Professional Excellence
Nitin’s extensive educational background and professional
experiences have equipped him with a deep understanding of financial markets
and investment strategies. His career trajectory reflects a blend of academic
excellence and practical expertise, positioning him as a leading figure in the
investment advisory industry.
Future Directions
Looking ahead, Nitin Mathur aims to continue advancing
Tavaga’s mission of democratizing investment advisory. By leveraging technology
and innovative approaches, he seeks to empower more investors to achieve their
financial goals and navigate the complexities of the investment landscape with
confidence. His ongoing contributions to the field will likely shape the future
of investment advisory and financial technology.
Timeline of Nitin Mathur’s Career
2000 – Earned Bachelor of Science from Mohanlal Sukhadia
University.
2001 to 2002 – Studied at HEC Paris.
2004 – Completed M.Sc. in Banking and International Finance
at Cass Business School, London.
September 2005 to November 2006 – Worked as Relationship
Manager at ICICI Bank.
December 2006 to December 2009 – Served as Consumer Research
Associate at Lehman Brothers and Nomura.
January 2010 to June 2011 – Worked as Consumer Research
Analyst at Edelweiss Securities.
July 2011 to March 2014 – Held position of Consumer Research
Analyst at Banco Espirito Santo de Investimento.
April 2014 to June 2016 – Worked as Emerging Markets
Consumer Research Analyst at Société Générale.
June 2016 to July 2017 – Served as Consumer Research Analyst
at Jefferies.
July 2017 – Founded Tavaga, a goal-based Robo-Advisory
platform.
2022 – Leads Tavaga, advocates for investment technology,
and contributes to media and forums on financial strategies.
