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FINTELLER ADVISORS PRIVATE LIMITED

GoalTeller

U72200KA2020PTC134859

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₹1,999.00 ₹3,998.00
Suggest Edit Last updated: Jan 17, 2025
Key Metrics
  • No. of Employees20
  • Founded Year 2020
  • Company StagePrivate Limited Company
  • Total Funding₹4.99 Cr
  • Industry

  • Headquarter
  • Company StatusActive
About GoalTeller

Founded in 2020, GoalTeller is an automated goal-based planning platform for individuals to secure their financial future. GoalTeller helps its users solve a variety of their financial dilemmas, using automated and predictive technology.

GoalTeller’s proprietary algorithms simulate various situations of life and create a customized financial plan covering investment, insurance, taxes, goals, and more.

Their fully automated advisory ensures that their recommendations are communicated to all users uniformly. The platform would prompt and nudge users regularly with hyper-personalized advice. With GoalTeller’s premium plans, the user also gets to speak to GoalTeller’s advisors on a monthly basis.

Business Model

Financial planning platform GoalTeller provides smart financial advisors and prosperity planners. The platform enables users to plan investments, insurance, taxes, and goals by providing analytics, succession planning, personalized solutions etc.

Top Competitors
DE
DezervU65999MH2021PTC358833
YU
YubiU72900TN2020PTC137251
IN
IndmoneyU67190HR2018PTC073294
GoalTeller Funding Details
Funding Highlights
Latest Funding Roundpre-Series A
Total Funding Raised₹4.99 Cr
No. of Investments Made0
Total No. of Acquisitions0
Lead Investors3
Investors
  • Ranjan Pai, Pankaj Fitkariwala, Rainmatter Capital
Funding Details
TheKredible's detailed funding report contains info about Funding raised by the company along with Lead Investors, Investors, Shareholding Strcuture, and its Investments & Acquisitions.
₹799.00 ₹1,598.00
Funding History
TheKredible's 'Funding History' report provides deep insights of Funding with list of Lead Investors
₹399.00 ₹798.00
Funding Per Year
A Funding report of the company's overall funding on yearly basis, segregated by the team TheKredible.
₹199.00 ₹398.00
GoalTeller Financial Details
Financial Highlights
FY 2023-24 Revenue₹56.9 Lakh
FY 2023-24 Expenses₹3.83 Cr
FY 2023-24 Profit/Loss-₹3.28 Cr
Net Cash Flow From Operations-₹2.79 Cr
Full Financial Details
Detailed report containing info about Business Model, year-wise Financial Comparison, Ratio Analysis and detailed Revenue and Expense breakdowns.
₹799.00 ₹1,598.00
Financial Comparison
A detailed report of year-wise Financial Comparison of the company
₹430.00 ₹860.00
Revenue Breakdown
A report and breakdown of the company's year-wise revenue streams.
₹399.00 ₹798.00
Expense Breakdown
A report and breakdown of the company's year-wise expenditures.
₹399.00 ₹798.00
Shareholding Structure
Team at TheKredible has gone through several ROC filings and portrayed Shareholding Structure of the company.
₹499.00 ₹998.00
Financial Ratio
Analysis of Financial Ratios which gives quick insights about the company's profitability and capital efficiency.
₹199.00 ₹398.00
GoalTeller Key People
People Metrics
Current Core Team2
Board Members/Directors4

Core Team

VB
Vivek BankaCo-Founder
PF
Pankaj FitkariwalaCo-Founder

Board Members/Directors

PB
Pankaj Binod FitkariwalaWholetime Director
BK
Bimal Kumar BankaDirector
VB
Vivek Banka Director
NB
Nidhi BankaDirector
GoalTeller Documents

AY - 2020-21

Profit and Loss statement - GoalTeller - 2020-21.pdf
TheKredible's experts has summarized the Profit and Loss Statement of GoalTeller for FY 2020-21.
₹249.00 ₹498.00
Balance Sheet - GoalTeller - 2020-21.pdf
TheKredible's experts has summarized the Balance Sheet of GoalTeller for FY 2020-21.
₹249.00 ₹498.00

AY - 2021-22

Profit and Loss statement - GoalTeller - 2021-22.pdf
TheKredible's experts has summarized the Profit and Loss Statement of GoalTeller for FY 2021-22.
₹249.00 ₹498.00
Balance Sheet - GoalTeller - 2021-22.pdf
TheKredible's experts has summarized the Balance Sheet of GoalTeller for FY 2021-22.
₹249.00 ₹498.00

AY - 2022-23

Profit and loss statement - GoalTeller - 2022-23.pdf
TheKredible's experts has summarized the Profit and Loss Statement of GoalTeller for FY 2022-23
₹249.00 ₹498.00
Balance sheet - GoalTeller - 2022-23.pdf
TheKredible's experts has summarized the Balance Sheet of GoalTeller for FY 2022-23
₹249.00 ₹498.00

AY - 2023-24

Profit and loss statement - GoalTeller - 2023-24.pdf
TheKredible's experts has summarized the Profit and Loss Statement of GoalTeller for FY 2023-24
₹249.00 ₹498.00
Balance sheet - GoalTeller - 2023-24.pdf
TheKredible's experts has summarized the Balance Sheet of GoalTeller for FY 2023-24
₹249.00 ₹498.00

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