GoalTeller, a wealth-tech start-up and one of the first fintech companies to go live with the implementation of the Account Aggregator platforms, is pleased to welcome onboard Mr. Pankaj Fitkariwala as a Co-Founder at GoalTeller.
Prior to joining GoalTeller, Pankaj was the COO of Avendus Wealth and Finance. In his illustrious career spanning more than two decades, Pankaj has also worked with IIFL Wealth (where he was senior managing partner and managed various functions including operations, technology, legal, compliance, risk, accounts and finance), Barclays Bank, ABN Amro and Kotak Mahindra Group.
“Pankaj brings with him years of wisdom and experience in this industry, which will immensely help GoalTeller enhance its vision in democratizing financial advice. We are certain that he will play a great role in helping us be scale ready in future” said Vivek Banka and Abhisek Puglia, Co-Founders at GoalTeller.
I am thrilled to join Goal Teller and be a part of its vision. Having worked in this industry for 2 decades, the importance of bringing financial planning to the masses cannot be overstated ” said Pankaj on this occasion.
GoalTeller just closed its 2nd round of funding earlier this month where both Pankaj Fitkariwala and Vivek Banka led the round which is a testimony of the founders’ faith in the company’s prospects. The company also saw participation from investors like Dr. Ranjan Pai, Vikas Poddar Family Office, Prashasta Sheth and others. GoalTeller also has the likes of Rainmatter (Zerodha), Kunal Shah, Raghu (Founder – Zolve), Vivek Hinduja and Himanshu Bhagat, amongst its investor list.
GoalTeller is founded by Vivek Banka and Abhisek Puglia, both industry veterans and along with a team, that had successfully sold their earlier platform – Altiore Capital to IIFL Wealth in 2018.