Two businesses, one mission: simpler finance and compliance.
One helps people with their money. The other helps CA firms with their compliance.
Wealth, protection & tax - planned together.
Personal financial services in Bangalore - patient, personal, integrated.
A boutique practice across four pillars, planned as one integrated picture so investments, protection and tax work together - nothing oversold, nothing falling through the cracks.
- Mutual fund distribution - goal-based SIPs & portfolio reviews
- Fixed income & bonds - curated and credit-vetted
- Insurance - term, health & critical illness cover
- Tax & compliance - ITR filing, tax planning & GST
Your entire CA practice. One dashboard.
Practice management software for Indian CA firms.
Caledger brings client management, filing statuses, staff, and the compliance calendar into one clean workspace - built around how Indian CA firms actually work, following ICAI practice standards.
- Client management & GST filing tracker
- Built-in ICAI compliance calendar & deadline alerts
- GST notices auto-fetched from the portal
- Role-based staff access & full audit logs
- AES-256 encrypted - data stored in India
The same thread runs through everything.
Inside CA offices I kept seeing compliance held together by WhatsApp, Excel, and memory - while everyday investors struggled to get clear, honest guidance about their money. Daga Advisory answers the second problem. Caledger answers the first. Both come from the same belief: finance and compliance in India should be simpler, clearer, and more trustworthy.
Are you a CA firm?
See how Caledger brings your clients, filings, and compliance calendar into one dashboard.
Explore Caledger