The only Investment you'll ever need
The only Investment you'll ever need
End-to-end personalized support with tools at every stage of your investment journey.
Invest with the best of the best
Who are we?
Who are we?
Who are we?
Make your Investments simpler
Make your Investments simpler
Focused, automated and smart solutions for your financial wellbeing.
Focused, automated and smart solutions for your financial wellbeing.
₹100 Cr+
Client's Wealth Built
Empowering Individuals, NRIs, and enterprises manage their personal wealth
₹100 Cr+
Client's Wealth Built
Empowering Individuals, NRIs, and enterprises manage their personal wealth
₹100 Cr+
Client's Wealth Built
Empowering Individuals, NRIs, and enterprises manage their personal wealth
18%
Client Portfolio CAGR
Consistently delivering exceptional results over NIFTY50 that exceed client expectations.
18%
Client Portfolio CAGR
Consistently delivering exceptional results over NIFTY50 that exceed client expectations.
18%
Client Portfolio CAGR
Consistently delivering exceptional results over NIFTY50 that exceed client expectations.
15 Years
of family business
A decade and a half of guiding wealth creation in dynamic markets.
15 Years
of family business
A decade and a half of guiding wealth creation in dynamic markets.
15 Years
of family business
A decade and a half of guiding wealth creation in dynamic markets.
Features
Features
Unlock the full potential of your Investments
Explore advanced tools that give you seamless decision making, optimised returns, and handholding for your financial needs.
Features
Unlock the full potential of your Investments
Explore advanced tools that give you seamless decision making, optimised returns, and handholding for your financial needs.
Invest seamlessly
Easily automate your Investments Journey with our continuous support.
Invest seamlessly
Easily automate your Investments Journey with our continuous support.
Sync with Market cycles
Get timely updates for Lumpsum & STP opprtunities that optimizes your returns.
Sync with Market cycles
Get timely updates for Lumpsum & STP opprtunities that optimizes your returns.
Security you can trust
We handle all transaction & onboarding through BSE. No worries for demat either!
Security you can trust
We handle all transaction & onboarding through BSE. No worries for demat either!
Personalization at scale
Your Investment recommendations in sync with your Goals and Risk profile.
Personalization at scale
Your Investment recommendations in sync with your Goals and Risk profile.
Personalization at scale
Your Investment recommendations in sync with your Goals and Risk profile.
Learn with Us
We are not just MFDs, we help you understand financial markets.
Learn with Us
We are not just MFDs, we help you understand financial markets.
Learn with Us
We are not just MFDs, we help you understand financial markets.
More than Robots!
We strongly believe wealth creation needs the right psychology & behavioural control.
More than Robots!
We strongly believe wealth creation needs the right psychology & behavioural control.
More than Robots!
We strongly believe wealth creation needs the right psychology & behavioural control.
Security you can trust
Mutual Fund Investments are comparitively safer and liquid than any other asset class.
Security you can trust
Mutual Fund Investments are comparitively safer and liquid than any other asset class.
Sync with Market
Get timely updates for Lumpsum & STP opprtunities that optimizes your returns.
Sync with Market
Get timely updates for Lumpsum & STP opprtunities that optimizes your returns.
Invest seamlessly
Easily automate your Investments Journey with our continuous support.
Invest seamlessly
Easily automate your Investments Journey with our continuous support.
Services
Services
Services
Innovative solutions for peace of mind
Innovative solutions for peace of mind
Tailored solutions and support for all your financial needs.
Tailored solutions and support for all your financial needs.
Why Us?
Why Us?
Why Us?
Leave the worries behind.
Leave the worries behind.
We are always with you, not matter what.
We are always with you, not matter what.
DIY Investor
Why avoid
DIY Investing
Investing with KaliWealth
Ask me something..
Ask me something..
Knowledge & Expertise
Relies on personal research, which may lack depth, consistent belief in the strategy, or could be influenced by personal biases.
Knowledge & Expertise
Gains access to professional expertise, curated fund recommendations, and market insights.
Portfolio Customization
Often invests based on generic advice or trending funds unforeseeing black swan events.
Portfolio Customization
Receives tailored investment plans aligned with personal goals, risk tolerance, and time horizons.
Time Commitment
Spends significant time researching, analyzing, and tracking investments.
Time Commitment
Saves time as the MFD handles fund selection, monitoring, and rebalancing.
Emotional Discipline
More prone to panic-selling or over-investing during market volatility, overreacting to market news.
Emotional Discipline
Receives coaching to maintain a steady, goal-focused approach despite market fluctuations.
Goal Tracking
May lack relevant tools or strategies to track progress toward financial goals.
Goal Tracking
Gains access to tracking mechanisms and periodic reviews to ensure goals are on track.
Costs vs. Value
Saves on distributor fees but risks lower returns due to inefficiencies and lack of expertise.
Costs vs. Value
Pays nominal fees but gains higher value through better fund selection and strategic planning.
Support & Accessibility
No dedicated support for queries or resolving operational issues related to funds and investing internationally.
Support & Accessibility
Enjoys ongoing support for all investment-related queries and operational assistance.
Testimonials
Testimonials
Real feedback, real results
Trust we have gained from people who’ve seen big wealth being created.
Testimonials
Real feedback, real results
Trust we have gained from people who’ve seen big wealth being created.
Why should you trust us?
Why should you trust us?
Why should you trust us?
What are mutual funds, and why should you invest in them?
What are mutual funds, and why should you invest in them?
What are mutual funds, and why should you invest in them?
What services do you offer?
What services do you offer?
What services do you offer?
Are your services suitable for NRIs?
Are your services suitable for NRIs?
Are your services suitable for NRIs?
How does it work?
How does it work?
How does it work?
Is there a cost to join the early-access list?
Is there a cost to join the early-access list?
Is there a cost to join the early-access list?
