How Vivek Banka of Goal Teller Helps You Plan Better, Save More and Secure Your Finances
(A smart wealth management system)
Click the button below to listen to Vivek's journey. Discover how he helps those who needed help with managing their savings and investments, but who don’t fit into the typical “wealth management profile.”
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WHAT YOU’LL DISCOVER
WHEN FOLLOWING GOAL TELLER'S JOURNEY...
The Needs (and Market Landscape)
- A large percentage of India who's worth $500k - $3M who doesn't have a good financial planning service.
- They don't fit into the typical “wealth management profile” and they are not served well.
The Inspiration of Goal Teller
- Vivek has more than 10 years experience helping people identify ways to manage their savings, wealth, and their investments.
- Vivek created Goal Teller to bridge the barriers of those who are still using old methods of managing their wealth with the help of technology.
What Makes Goal Teller Unique (Value Proposition)
- Goal Teller helps the smaller and medium investors to get the right advice at the right time at a lower cost.
- The Investment Program of Goal Teller based on investor's risk tolerance - offering them options that they might not have been aware of.
The Three Customer Journeys of Goal Teller
- The one who is busy and wants a low cost and low risk option.
- The one with the decision to buy a car, a house, or get married, have kids.
- The one who is retired and wants a flexible way to create a succession plan & is able to update it as he needs.
Meet GOAL TELLER FOUNDER
VIVEK BANKA
Vivek Banka is a father, a Fintech founder, and a financial advisor who has spent more than ten years working with individuals to help them map out and manage their wealth.
During the time working with BNP Paribas, IIFL, and Altiore Capital, Vivek was helping people to identify ways to manage their savings, wealth, and their investments.
He found a need that wasn’t being met – specifically for a large percent of the population that didn’t fit into the typical “wealth management profile” and didn’t have wealth planning services.
Vivek created Goal Teller, a smart financial planning system covering 3 important facets of the user’s financial life: investment, lifestyle, and security.
During the time working with BNP Paribas, IIFL, and Altiore Capital, Vivek was helping people to identify ways to manage their savings, wealth, and their investments.
He found a need that wasn’t being met – specifically for a large percent of the population that didn’t fit into the typical “wealth management profile” and didn’t have wealth planning services.
Vivek created Goal Teller, a smart financial planning system covering 3 important facets of the user’s financial life: investment, lifestyle, and security.
