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> 1500cr. of Assets under advise
Our Growing Customer Community Testament.
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
Nitin Kamath
CEO, Zerodha
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!
Raghunandan G
Founder, Zolve
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.
CA Gaurav Jain
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.
Amit Jain
Vice President, Toyota Industries Engine India
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
Dr. Yogesh K Pithwa
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.
Rajendra J Hinduja
Ex Promoter ( Gokaldas Exports),MD – Gokaldas Warehousing
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!
Sharat Khurana
MD - Carta India & Singapore
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.
Usha Archana
Management Consultant
Maximizing my financial potential with GoalTeller's expert guidance
Discovering GoalTeller was a game changer for me in terms of financial planning. As a premium user, I was impressed by the meticulousness of their planning process and their ability to cater to any financial goal, no matter how big or small. I highly recommend Goalteller to anyone looking for a comprehensive and user-friendly financial management platform.
Nishant V Chalasany
year book
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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Find realistic, actionable solutions to expand your investment gains
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Your Money Is Important To Us

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Highly Regulated

We are a SEBI RIA Only 1300 odd RIA’s Vs > 1.4 lac MF distributors

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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

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Exhaustive

Financial plans that cover EVERYTHING: budgets, risk appetites and financial goals!

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Team

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

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Transparency & Costs

We invest your moneys in the assets at the best prices

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Handholding

Consistent support We’ll be there to help make the right decisions to meet your financial goals.

Our Clients Are Our Best Advocates

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
Nitin Kamath
CEO, Zerodha
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!
Raghunandan G
Founder, Zolve
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.
CA Gaurav Jain
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.
Amit Jain
Vice President, Toyota Industries Engine India
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
Dr. Yogesh K Pithwa
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.
Rajendra J Hinduja
Ex Promoter ( Gokaldas Exports),MD – Gokaldas Warehousing
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!
Sharat Khurana
MD - Carta India & Singapore
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.
Usha Archana
Management Consultant
Maximizing my financial potential with GoalTeller's expert guidance
Discovering GoalTeller was a game changer for me in terms of financial planning. As a premium user, I was impressed by the meticulousness of their planning process and their ability to cater to any financial goal, no matter how big or small. I highly recommend Goalteller to anyone looking for a comprehensive and user-friendly financial management platform.
Nishant V Chalasany
Nitin Kamath, CEO, Zerodha image
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
Nishant V Chalasany, undefined image

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Silver Tier
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Silver includes:
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Experience Ultra High Net Worth Fin Planning
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1,00,000
Everything in Gold, plus:
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A Zerodha initiative
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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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