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financial growth by investing and with proper financial planning
Coffee TableBook
Mint & GoalTeller brings boook dedicated to practical approaches for maximizing the impact of your money. Alongside these strategies, you’ll find insightful columns and personal investment tips from experienced fund managers. Download now to unlock valuable personal finance tips and set yourself on the path to financial success.
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Annual YearBook
As we come to the close to 2024, we thought of sharing in this newsletter a summary of the Year Gone By and expectations from 2024.
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360 Solution
Get up-to-minute data for MF, EPF, stocks, ITR and more
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what makes goalteller ultimate depicted on mobile device
what makes goalteller ultimate depicted on mobile device
what makes goalteller ultimate depicted on mobile device
Your Money Is
Important To Us
In this crowded world of investments, these are some highlights of why GoalTeller can be your trusted partner
why choose us
Highly Regulated
We are a SEBI RIA Only 1300 odd RIA’s Vs > 1.4 lac MF distributors
why choose us
Every penny counts
We’ve advised on assets valued from 1 Cr to over 1500Cr. We manage over 2000 Cr in total, with portfolios worth 1L to 500 Cr
why choose us
Exhaustive
Financial plans that cover EVERYTHING: budgets, risk appetites and financial goals!
why choose us
Team
Where veterans, finance academics and tech geeks meet to make you meet your money goals
why choose us
Transparency & Costs
We invest your moneys in the assets at the best prices
why choose us
Handholding
Consistent support We’ll be there to help make the right decisions to meet your financial goals.
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Hear Their Stories about Goalteller
A lot of wealth creation has happened in the US because its advisory led
When the conflict is lesser, then the business is interested in whats right for the customer and that’s when we spotted GoalTeller. We really liked the idea of setting goals, which is very important and helping people use different products to reach it
I would strongly recommend Goalteller
Their advisors have personally helped me, I have benefitted and GT has also done similar kind of work with a whole lot of folks!
GoalTeller's SEBI registration provides an added layer of authenticity to their expert advice, which impressed me greatly along with the platform's thoroughness.
Revolutionizing financial planning with comprehensive advice from a SEBI registered investment advisor. GoalTeller impressed me with their attention to detail and legitimacy in the process. Their platform and guidance have been invaluable in helping me achieve my financial goals.
How GoalTeller helped me take charge of my financial journey?
GoalTeller has been a game changer for me in terms of financial planning and management. As a CFO with experience dealing with multiple financial institutions and advisors, I can confidently say that GoalTeller stands out for its comprehensive and user-friendly platform, expert advisory team, and reasonable pricing.
Experience personalized and trustworthy financial advice with GoalTeller's investor-first approach.
GoalTeller puts investors first, just like how we prioritize our patients. As someone who's always wary of financial advisors, I can confidently say that GoalTeller's commitment to transparency and integrity sets them apart from the rest. I'm grateful to have found a platform that prioritizes my interests and helps me achieve my financial goals
GoalTeller: The solution to our investment management needs.
With GoalTeller, we've streamlined our investments, reducing costs and maximizing returns. Plus, we can easily stay on top of our portfolio anytime, anywhere. It's the ultimate tool for financial empowerment.
Take Control of Your Finances and Achieve Your Goals with Goalteller's Expert Financial Planning.
As an entrepreneur and CFO, I've struggled to find comprehensive financial advice that's accessible to everyone. But then I discovered GoalTeller. Their expertise and resources have helped me manage my wealth and finances like a pro. With GoalTeller, I have access to a team of experts who can help me navigate everything from investing to retirement planning, all in one place. I highly recommend giving them a try!
Unlock Your Wealth Potential with Goalteller's Innovative Blend of Expert Advisory Services and user-friendly platform.
When it comes to understanding investment choices, the Goalteller team is unparalleled. Their expert advisors have a knack for clearly highlighting the risks and expected returns associated with each investment option, making it easy to make informed decisions. And with their completely technology-driven platform, transacting with GoalTeller is a breeze.
Nitin Kamath, CEO, Zerodha image
Nitin Kamath
CEO, Zerodha
Raghunandan G, Founder, Zolve image
CA Gaurav Jain, undefined image
Amit Jain, Vice President, Toyota Industries Engine India image
Dr. Yogesh K Pithwa, undefined image
Rajendra J Hinduja, Ex Promoter ( Gokaldas Exports),MD – Gokaldas Warehousing image
Sharat Khurana, MD - Carta India & Singapore image
Usha Archana, Management Consultant image

What's new?

Explore the latest trends and insights from experts

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Insights from Industry Experts: A Q&A with Goalteller
Gain exclusive insights from our Chief Economist in this engaging Q&A session. Explore the latest economic trends, market forecasts, and expert...

Pricing

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features
6 months
Silver Tier
Basic user
FEATURES
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Investment Review
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Audit of Nominations
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Financial Goals Audit
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Free Execution (MF’s, Bonds etc)
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Detailed Financial Plan
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Monthly RM Call
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Exclusive questions before twitter spaces/podcasts (Limited Period)
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6 months
Gold Tier
Financial Butler at your service
FEATURES
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Dedicated RM
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Exclusive Products
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Custom Made Products
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Dedicated WhatsApp Group with 1 Founding member, operations and RM (Limited Period Offer)
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Exclusive questions before twitter spaces/podcasts
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Closed Group (< 10) Fund Manager/Expert Calls
coffee book
Free coffee table book on personal finance strategy
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6 months
Diamond Tier
Experience Ultra High Net Worth, Wealth Management
FEATURES
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Dedicated WhatsApp Group with 1 Founding member, operations and RM
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Access to Community of other members (est to be live by Nov 1st)
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1-1 Fund Manager/ Expert Calls
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Liasing with other wealth managers custom reporting (Limited Period Offer)
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Free with signup
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Investment Review, Audit of Nominations
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Financial Goals Audit
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Free Execution (MF’s, Bonds etc)
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Backed by some of India’s finest and biggest entrepreneurs

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Rainmatter
A Zerodha initiative
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Dr. Ranjan Pai
Chairman, MEMG
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Raghu G
Founder, Zolve
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Kunal Shah
Founder, CRED
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Vivek Hinduja
Ex-promoter, Gokaldas Exports
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Himanshu Bhagat
Ex MD - Julius Baer

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