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)

The Inspiration of Goal Teller

What Makes Goal Teller Unique (Value Proposition)

The Three Customer Journeys of Goal Teller

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.

WHAT CLIENTS ARE SAYING...