Founded to make holistic wealth management accessible to a broader audience beyond the ultra-rich, GoalTeller is a financial technology company based in India. It operates as a SEBI Registered Investment Advisor (RIA), combining a digital platform with human expertise to provide personalized, goal-based financial planning and investment advisory services. Their mission is to help individuals and families achieve their financial goals through structured advice covering investments, insurance, tax planning, and estate planning.

Founded in

India