Your Ultimate One-App Solution for Investments, Savings, and Goals!

Data Driven | Tech Enabled | Human Led

financial growth by investing and with proper financial planning

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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Your Money Is
Important To Us

In this crowded world of investments, these are some highlights of why GoalTeller can be your trusted partner

Highly Regulated

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

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

Exhaustive

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

Team

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

Transparency & Costs

We invest your moneys in the assets at the best prices

Handholding

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

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

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!

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.

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.

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

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.

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!

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.

Nitin Kamath

CEO, Zerodha

Amit Jain, Vice President, Toyota Industries Engine India image

Rajendra J Hinduja, Ex Promoter ( Gokaldas Exports),MD – Gokaldas Warehousing image

Sharat Khurana, MD - Carta India & Singapore image

Usha Archana, Management Consultant image

What's new?

Explore the latest trends and insights from experts

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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...

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)

Backed by some of India’s finest and biggest entrepreneurs

Rainmatter

A Zerodha initiative

Dr. Ranjan Pai

Chairman, MEMG

Raghu G

Founder, Zolve

Kunal Shah

Founder, CRED

Vivek Hinduja

Ex-promoter, Gokaldas Exports

Himanshu Bhagat

Ex MD - Julius Baer

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

Your Ultimate One-App Solution for Investments, Savings, and Goals!

What's new?

Explore the latest trends and insights from experts

Pricing

Backed by some of India’s finest and biggest entrepreneurs

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