Exclusively tailored for you
Personalized Financial Advice For Your Employees
Give your employees the opportunity to worry less about their finances. Help them accomplish their financial goals, resulting in a more engaged and productive workplace.
What we offer
Personalized Financial Advice
Each employee is paired with a GoalTeller Financial Advisor based on their financial goals, needs, and portfolio and risk assessments. The platform acts as a trusted advisor along with a personalized walkthrough and goal setting from a trusted GoalTeller wealth manager.
• Higher post tax CTC
• Lower investment costs
• Higher savings
• Better funds
• Superior returns
Financial Goal Planning
Employees can use our all-in-one financial planner to plan out their financial goals based on their career stage. They can track their financial progress and take action to save more and secure their finances.
• Ensures all their financial goals are recorded and tracked
• Provides solutions in case a goal isn’t met
• See and play with various financial scenarios
• Security planning
• Tracking nominations
GoalTeller has 24/7 investment advisory available to your employees. We provide audits, higher returns, and a personalized score so that your employees can be stress-free from financial worries.
• Higher returns
• A personalized score
• Tailor made webinars with key tips on how users can save costs
• Better financial planning to avoid last-minute tax hassles
Backed by some of India’s finest and biggest entrepreneurs
A Zerodha initiative
Dr. Ranjan Pai
Ex-promoter, Gokaldas Exports
Ex MD - Julius Baer
Financial advisory from the best at
Maximize your long-term returns with this all-in-one financial planning app and personalized financial advisor.
We use data, analytics, and advanced simulators to help you gaze into your future and make decisions that give you financial security.
Your whole profile and data is managed and controlled by you with full transparency.
No hidden fees - what you pay for is what you get with no extra costs incurred.
₹499for 1st 6 months
Claim the Early Bird Employee Discount
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