About Goal Teller(Invite Basis ONLY)Inception and IdeologyIncorporated in Bangalore, Goal Teller is the brainchild of Vivek Banka, a tech-savvy financial services veteran and a serial entrepreneur. Goal Teller is an AI–backed online personal finance platform that allows users to plan, simulate, guide, monitor and track all their financial goals from cradle to grave. The objective is to ensure a 360 degree financial planning for users. Obsession amongst wealth- tech startups on investment planning, rather than holistic financial planning led to the birth of Goal Teller.Vision & Mission Goal Teller aims to ensure that each individual would be advised on every facet of his financial plan, from investment planning to tax planning, goal planning to transmission planning and cash flow management to risk management amongst others. Goal Teller will strive to ensure that every aspect is well researched before creating any financial plan. USPsThe following are Goal Teller’s USP’s Automation in planning processWith the help of complex algorithms and AI tools Goal Teller ensures its users to be able to get answers/guidance to their financial goals. The automated financial planning tool ensures that all the aspects are taken into consideration as mentioned in the vision above. Goal Teller’s platform will have automated tools and powerful simulators that will ensure investors find ways and means to reach even unachievable goals. Customized Financial AdviceEvery individual is different and so are their needs. Goal Teller understands this and hence, they believe in customization of their product for each of its user further benefiting them to the fullest. Beneficial in volatile market conditionsGoal Teller’s algorithms will ensure that investors plan their finances in a manner that helps them navigate both good and bad times with equal ease and being prepared for exigencies like the one we are seeing today. Future Plans Goal Teller targets to have a MVP (minimum viable product) of its product released by early October followed by a beta launch early January. The company aims and will strive to reach a milestone of a million visitors and 50k -100k subscribers by 2021 About  Vivek Banka A commerce graduate from St. Xaviers College Kolkata, Vivek is also a certified financial planner. With a career spanning over two decades in the financial services sector, he truly has seen it all, from working in his family stock broking outfit ( 1999-2003), to starting his own WM practise , Bullseye Investments in Bangalore ( 2003-2005), taking care of BNP Paribas’s Private Banking initiative for Bangalore ( 2005-2010), building and growing IIFL Wealth’s Bangalore practise ( 2010-2016) and finally creating a world class fintech platform Altiore Capital ( 2016-2018). His last venture Altiore Capital was acquired by IIFL Wealth in Nov 2018. Altiore’s proprietary platform allowed large investors to consolidate and run exhaustive analytics on their entire net worth in an easily maneuverable and visually appealing interface. Post the acquisition’s transition period, Vivek has set out on his entrepreneurial quest once again with the founding of Goal Teller. Goal Teller is currently in stealth mode in the personal finance space  Hosted on Acast. See acast.com/privacy for more information.

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