Your One-App Solution for Investments, Savings, and Goals!

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financial growth by investing and with proper financial planning

360° Solution

Auto fetch and link Mutual Funds, EPF's, Credit Cards, Bank accounts are more with our highly integrated platform

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Why GoalTeller ?

In this crowded world, here are some reasons why you should choose GoalTeller

Highly Regulated

GoalTeller is a SEBI RIA, there are only 1400 RIA's Vs > 1.4 lacs MF distributors

Every penny counts

On an average our users save > 1 lac in expenses alone annually and > 90% of our users have outperformed the benchmarks

Exhaustive

Financial Plans that cover investments, financial goals, taxes and succession planning

Team

Where veterans, finance academics and tech geeks meet to make you meet your money goals

Transparency & Costs

We make money when you renew your subscription and are highly vested in your prosperity

Handholding

Unlike other platforms, you get Single Points of Access that address all your queries

20 Personal Finance Strategies curated by The Mint and GoalTeller

An exclusive compilation of personal strategies, guru portfolios and investment strategies to help you gain valuable insights on investing

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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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Latest Articles and blogs

Explore the latest trends and insights from experts

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...

Hear Their Stories about Goalteller

Nitin Kamath

CEO, Zerodha

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

Raghunandan G

Founder, Zolve

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!

CA Gaurav Jain

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.

Amit Jain

Vice President, Toyota Industries Engine India

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.

Dr. Yogesh K Pithwa

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

Rajendra J Hinduja

Ex Promoter ( Gokaldas Exports),MD – Gokaldas Warehousing

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.

Sharat Khurana

MD - Carta India & Singapore

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!

Usha Archana

Management Consultant

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.

Pricing

6 months

Silver Tier

Basic user

FEATURES

Monthly Investment Reviews

Audit of Nominations

Management and Planning of Financial Goals

Free Execution (MF’s, Bonds etc)

Detailed Financial Plan

Monthly Call with Relationship Manager

Free Coffee Table book launched in association with The Mint

6 months

Gold Tier

Financial Butler at your service

FEATURES

Silver Plan Features

Dedicated Relationship Manager

Exclusive and Customised Products

Dedicated WhatsApp Group with 1 Founding Member, Operations and Relationship Manager

Exclusive invites for webinars, spaces and other social media events

6 months

Diamond Tier

Experience Ultra High Net Worth, Wealth Management

FEATURES

Gold Plan Features

Liaising for all your financial needs with other Wealth Managers / Institutions

Customised reporting

Tax consolidation and optimisation across Wealth Managers

In Person Reviews

Exclusive 1-1 calls with Fund Managers and Experts

Free with signup

Monthly Investment Reviews, Audit of Nominations

Management and Planning of Financial Goals

Free Execution (MF’s, Bonds etc)

Awards and Recognition

Recognised for Innovation in Wealth Management and Retirement Planning

Samvaad 2023

Best Wealth Tech 2023 award at wealth summit hosted by India news

Kolkata, Feb 2023

Best Wealthtech ( Special Mention) at Bharat Fintech 2024

Mumbai 2023

Backed by some of India’s finest and biggest entrepreneurs

Rainmatter

A Zerodha initiative

Dr. Ranjan Pai

Chairman, MEMG

Raghu G

Founder, Zolve

Kunal Shah

Founder, CRED

Vivek Hinduja

Ex-promoter, Gokaldas Exports

Himanshu Bhagat

Ex MD - Julius Baer

Registered Name: GOALTELLER PRIVATE LIMITED | SEBI RIA Registration No: INA200015608 | BASL Membership No:
BASL1578 | CIN: U72200KA2020PTC134859 |
Type of Registration: Non-Individual | Validity of registration: December 18, 2020 - Perpetual | Address: RA 307 Purva Rivera,
Marathahalli Bridge, Munekolala, Bengaluru - 560037, KA
Principal Officer: Nidhi Banka at complaince@goalteller.com
SEBI Local corresponding address: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025, Karnataka

Your One-App Solution for Investments, Savings, and Goals!

Latest Articles and blogs

Explore the latest trends and insights from experts

Pricing

Backed by some of India’s finest and biggest entrepreneurs

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