Pricing that we provide
GoalTeller’s pricing plans are available to fit your financial planning needs. Our flexible plans help you plan your finances smarter from day one. Choose the plan that fits you the best.
90% OFF
Premium
₹499/6 mo.
₹5,000
Experience a customized financial journey with personalized services, comprehensive financial plans, and personalized advisor calls.
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60% OFF
Gold tier
₹9,999/6 mo.
₹25,000
Your own exclusive Investment office that will handle all your investment matters, exclusive products, exclusive webinars, and much more.
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Family tier
Elevate your Investment Office with bespoke solutions, direct liaison with wealth managers, customized investment reporting, and one fund manager calls amongst a whole lot of other benefits.
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Family Tier
Consolidation
Link Assets ( Max. 1 linkage per a/c per month)
Unlimited linking / unlimited no. of times
Unlimited linking / unlimited no. of times
Unlimited linking / unlimited no. of times
Identification of problems
Solutions
Detailed financial plan
Dedicated RM
Monthly review
1 per month with a junior / mid-level advisor ( 2-10 yrs vintage)
5 per month including 1 with a senior advisor ( > 10 yrs vintage)
Unlimited with senior advisors /
In person
In person
Review of other brokers/wealth managers' products
1 per month
3 per month
Unlimited
Manage wealth managers/bank RM's, become primary advisor.
Exclusive webinar/Twitter spaces access
Yes, with access to ask questions beforehand with the guest speakers
Direct meetings with fund managers over zoom calls, etc
Cut through financial noise and clutter
Financial Summaries, Great Reads, and Actionable Insights and more, in one weekly newsletter
About UsFAQ
Registered With
SEBI Investment Advisor
INA200015608
BASL ID : BASL1578
AMFI ARN : 191760
Contact
support@goalteller.com
Finteller Advisors Private Limited
Registered Name: FINTELLER ADVISORS 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
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
Disclosure:
Investment in securities market are subject to market risks. Read all the related documents carefully before
investing. Registration granted by SEBI,
membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any
assurance of returns to investors