Pricing
₹
6 months
Silver Tier
Basic user
FEATURES
Investment Review
Audit of Nominations
Financial Goals Audit
Free Execution (MF’s, Bonds etc)
Detailed Financial Plan
Monthly RM Call
Exclusive questions before twitter spaces/podcasts (Limited Period)
₹
6 months
Gold Tier
Financial Butler at your service
FEATURES
Dedicated RM
Exclusive Products
Custom Made Products
Dedicated WhatsApp Group with 1 Founding member, operations and RM (Limited Period Offer)
Exclusive questions before twitter spaces/podcasts
Closed Group (< 10) Fund Manager/Expert Calls
Free coffee table book on personal finance strategy
₹
6 months
Diamond Tier
Experience UHNI Worth Financial Planning
FEATURES
Dedicated WhatsApp Group with 1 Founding member, operations and RM
Access to Community of other members (est to be live by Nov 1st)
1-1 Fund Manager/ Expert Calls
Liasing with other wealth managers custom reporting (Limited Period Offer)
Free with signup
Investment Review, Audit of Nominations
Financial Goals Audit
Free Execution (MF’s, Bonds etc)
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
Grievance Officer: Pankaj Fitkariwala at pankaj@goalteller.com
Principal Officer: Nidhi Banka at complaince@goalteller.com
SEBI Local corresponding address: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025, Karnataka
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
Grievance Officer: Pankaj Fitkariwala at pankaj@goalteller.com
Principal Officer: Nidhi Banka at complaince@goalteller.com
SEBI Local corresponding address: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025, Karnataka
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