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GoalTeller

GoalTeller is an automated financial planning platform aiming to eliminate human bias and improving access to quality unbiased advice.
FinTech  
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Basic Information
GoalTeller was incorporated on June 12, 2020 with an aim develop an online Artificial intelligence supported portal to provide financial advisory services for resident individuals. The whole platform will be automated and will be made available to the users via Mobile application and Website. Finteller intends to provide investment advice to the clients to construct investment portfolios with an asset allocation suitable to their short and long term goals, keeping in mind their risk profile. The advisory will include a range of products including but not limited to ETFs, Mutual Funds, Government Schemes, Small Saving Schemes, Pension funds, Insurance products and Bonds. Such investment advice will be provided for a fixed fee and no commission will be charged on any financial product offered to the user.
Legal Name
:
Finteller Advisors Private Limited
Headquarters
:
Bangalore, Karnataka, India
Business Model
:
B2C  
Founding Date
:
2020
No. of Employees
:
11 to 20
Core Team
:
1.  
Vivek Banka
Co Founder
2.  
Abhisek Puglia
Co Founder
Revenue Stream
Freemium
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Target Market
B2C
Mass affluent category with a networth above 20 lakhs and in the age bracket of 35 to 55.
User Age
:
26 to 34,  35 to 45,  46 to 60  
User Income
:
Upper-middle Income,  High Income  
Location
:
India  
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Funding

Total Funding

$500.0k

Investors
:
1.  
Dr Ranjan Ramdas Pai
2.  
Raghunandan Gangappa
3.  
Rainmatter Capital
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