Our Founders – Kalki Financial Services LLP

Our Founders

Abhinav

Scholarly & seasoned, Abhinav is an enterprising individual with a rich & diverse experience of 18+ years across Portfolio & Wealth Management; Private Banking; Family Office & Corporate/SME banking. Working with organizations like HDFC Bank, BNP Paribas, Client Associates, Avendus Capital & Julius Baer at senior levels has enriched him before launching Kalki.

He specializes in designing the bespoke solution framework for the UHNIs. His vast knowledge and insight across the global and Indian markets spans across asset classes and helps in innovative strategy, planning, and business development. Abhinav is a an MBA in Finance from Institute of Technology & Management, Navi Mumbai.

Abhinav is an gastronomist, an avid traveller and a keen follower of geo politics.

Sudhir

Sudhir is an erudite & friendly professional with over 18+ years of varied experience in the Financial services, Asset & wealth management industry; skilled in Portfolio Management, Financial Planning. Prior to starting Kalki financial, he has held senior positions at ICICI Prudential Mutual Fund and ABN Amro bank. Until recently he held the role of Vice President at Avendus Wealth Management.

Besides being an extremely disciplined investment professional, what sets him apart is his client centric attitude & passion towards the profession of Wealth Management as a whole.

He is a ruralist & a culinary enthusiast who unravels the magic in his fingers only on weekends.

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.