WHO we are – Kalki Financial Services LLP

Who we are

KALKI aims to offer holistic bespoke wealth solutions which are custom curated to offer a comprehensive multi office approach empowered by its asset allocation and risk mitigation skills. The ethos of our advice is directed towards the financial wellbeing of our clients at all points of time.

The Birth of KALKI

Kalki is boutique wealth management and multifamily office firm. Founded in 2024 by Abhinav Kumar and Sudhir Karanth who share over 40 years of rich private banking & wealth management experience across reputed firms like HDFC Bank, BNP Paribas, ABN AMRO, Avendus, ICICI Prudential. Our aim is to provide client centric, non-biased and data driven advice to our clients. Kalki would like to strive towards being your multi-generational family wealth manager, be an integral part of your wealth creation journey over a long period of time.

“Someone is sitting in shade today because someone planted a tree a long time ago.” – Warren Buffet.

Kalki brings on board this very Green Thumb in the field of investments – with its Independent, Objective, Righteous & Unbiased wealth management which is the guiding principle behind its foundation. Our goal is to be your personal Architect in the journey towards your financial freedom by providing you with holistic and tailored wealth solutions that will not only aide in wealth creation but also lighten up your burden by offering you more currency of TIME.

At Kalki, we are driven by the principles of Open Architecture, Continuity, Longevity & Trust in client partnerships. We believe that our expertise in being effective risk managers makes us prudent asset allocators. Our solutions are simple, data driven, long term & client centric.

Our Vision

Vision is the art of seeing what is invisible to others. Whatever the mind can conceive & believe, it can achieve.
Kalki’s vision is to be the perfect jigsaw fit for a personal architect role in the path to your financial freedom…

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.