About KaliWealth

Shreyas Kali.

Shreyas Kali, founder of KaliWealth
Shreyas Kali, Founder
AMFI-Registered Mutual Fund Distributor
ARN-301185
Heritage
Second-Gen MFD

Over 15 years of distribution roots in Indore — now expanding into Mumbai and Pune.

Track Record
18% CAGR

A disciplined, long-term track record of wealth creation across client portfolios.

Education
NIT Trichy

B.Tech in Production Engineering. Research internships completed at IIM Indore.

Professional
ICICI Bank

Former Technology Manager. Certified NISM Research Analyst & Registered Mutual Fund Distributor.

Market Tenure
5+ Yrs Investing

Deep personal investing journey, with AMC CEO & CIO conversations in Mumbai reshaping key perspectives.

Philosophy
AI & Behaviour

AI enthusiast catering to technology-driven financial decisions to solve the advisor behaviour gap.

Past performance is not indicative of future returns.

Empanelled partners

The fund houses we invest through.

Your money is put to work with India's leading asset managers. We're empanelled across 15+ AMCs — so your plan is built on the funds that fit your goals, never on who pays the most.

01Axis Mutual Fund
02Kotak Mahindra Mutual Fund
03HSBC Mutual Fund
04PPFAS Mutual Fund
05HDFC Mutual Fund
06Invesco Mutual Fund
07Edelweiss Mutual Fund
08Tata Mutual Fund
09DSP Mutual Fund
10SBI Mutual Fund
11Nippon India Mutual Fund
12360 ONE Mutual Fund
13ICICI Prudential Mutual Fund
14Mirae Asset Mutual Fund
15Motilal Oswal Mutual Fund

We distribute Regular Plans and earn trailing commission from the AMCs — fully disclosed, never an extra charge to you. Direct Plans are available at the AMCs for those who prefer to invest without advice.

Out in the field

Time with the people who run India's money.

Sitting down with fund houses, their CIOs and investment teams, and showing up at the industry's biggest gatherings — so the conviction behind your plan is earned first-hand, not read off a factsheet.

Shreyas Kali meeting the investment team at DSP Mutual Fund
AMC visit
In conversation at DSP Mutual Fund
Comparing notes with the investment team, Mumbai.
Shreyas Kali at the Groww India Investor Festival
Industry event
Groww India Investor Festival
Among the founders and fund managers shaping how India invests.
Shreyas Kali with industry peers at an investor meet
Industry meet
Comparing notes with peers
Conversations that keep the advice grounded and current.
DSP Mutual Fund — #InvestForGood
AMC visit
DSP Mutual Fund · #InvestForGood
At the fund house, understanding the philosophy behind the funds.
Indian Institute of Management, Indore — main entrance
Campus
IIM Indore — main gate
Where sharpening the thinking behind KaliWealth continues.
Indian Institute of Management, Indore — campus
Campus
IIM Indore
Behavioural finance, put to work in the real world.
ICICI Bank, Bandra Kurla Complex, Mumbai
On ground
BKC, Mumbai
Where much of India's fund industry calls home.
Work with us

Let's build the discipline your wealth deserves.

Download the app, or talk to an adviser in person across Mumbai, Pune and Indore.

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