Your One-App Solution for Investments, Savings, and Goals!
Data Driven | Tech Enabled | Human Led
![financial growth by investing and with proper financial planning](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2FourVision.cc4d3049.webp&w=1200&q=75)
360° Solution
Auto fetch and link Mutual Funds, EPF's, Credit Cards, Bank accounts are more with our highly integrated platform
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
Latest Articles and blogs
Explore the latest trends and insights from experts
...
N/A
By
![mint logo](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fmint.c253e4e8.webp&w=196&q=75)
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...
![quotation](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fquotation.ac6cff37.webp&w=196&q=75)
Hear Their Stories about Goalteller
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
![Award](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Ffinancial_award.c8022058.webp&w=780&q=75)
Recognised for Innovation in Wealth Management and Retirement Planning
Samvaad 2023
![Award](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Ffinancial_details.313e6a54.webp&w=780&q=75)
Best Wealth Tech 2023 award at wealth summit hosted by India news
Kolkata, Feb 2023
![Award](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fdigital_award.0df4e935.webp&w=780&q=75)
Best Wealthtech ( Special Mention) at Bharat Fintech 2024
Mumbai 2023
Backed by some of India’s finest and biggest entrepreneurs
![investors image](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Frainmatter.8cd8494c.webp&w=360&q=75)
Rainmatter
A Zerodha initiative
![investors image](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Franjan-pai.a5bcbe40.webp&w=360&q=75)
Dr. Ranjan Pai
Chairman, MEMG
![investors image](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fraghu-g.50721229.webp&w=360&q=75)
Raghu G
Founder, Zolve
![investors image](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fkunal-shah.6cdbef3f.webp&w=360&q=75)
Kunal Shah
Founder, CRED
![investors image](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fvivek-hinduja.b130a824.webp&w=360&q=75)
Vivek Hinduja
Ex-promoter, Gokaldas Exports
![investors image](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fhimanshu-bhagat.87e41f74.webp&w=360&q=75)
Himanshu Bhagat
Ex MD - Julius Baer
Cut through the clutter. Get what you need.
Get financial summaries, actionable insights and relevant knowledge in ONE weekly newsletter. We’re fluff-free and fact-full!
More than 20k readers and over 75k recipients
![A man sending a email to goalteller](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fnewsletter.f77cd69d.webp&w=1080&q=75)