GoalTeller funding, investors and company details

GoalTeller is an emerging Banking and Finance - FinTech startup from Bengaluru, working in the space of Financial advice across investments, goals, insurance, taxes, and retirement through GoalTeller's AI-driven platform for systematic investment planning and portfolio management.. Founded by Vivek Banka, Abhisek Puglia, Udit Garg.

Company: Finteller Advisors Private Limited
Sector: Banking and Finance - FinTech
Location: Bengaluru
Founders: Vivek Banka, Abhisek Puglia, Udit Garg
Total funding raised: ₹37.75 Cr

Company overview

Incorporated on June 12, 2020, in Bangalore North, Karnataka, the active private unlisted company has an authorized capital of ₹1.50 Cr (recently increased to ₹2.35 Cr in some records) and paid-up capital of ₹96.92 Lakhs. Its registered office is at 2nd & 3rd Floors, Sy. No. 93/2A2, 93/9, 96/2, Novel MSR Park Office, Munnekolala Village, Varthur Hobli, Bangalore-560037. Led by four directors including Bimal Kumar Banka, Vivek Banka, Abhisek Puglia, and Nidhi Banka, it focuses on computer-related activities and business outsourcing while delivering fintech services. The company provides comprehensive financial advice across investments, goals, insurance, taxes, and retirement through GoalTeller's AI-driven platform for systematic investment planning and portfolio management. It aims to offer fully automated, personalized financial planning to simplify wealth creation for individuals, eliminating manual processes via tech tools.

Funding rounds

Latest round (Series A): $ 5.00 Mn (₹37.75 Cr.), 2022-02-09. Investors: Dr. Ranjan Pai, Vivek Banka, Pankaj Fitkariwala & Himanshu Bhagat (Senior Professionals from the Wealth Management Industry), Vikas Poddar, Prashasta Seth, Harsh Chhaparia, Rainmatter (Zerodha), Kunal Shah (CRED), Raghunandan G(Ex Founder - Taxi for sure and Founder - Zolve), Vivek Hinduja, Sousthav Chakravarthy