Kali Group

Financial Experts on Your Side

We will think and plan ahead for you

Kali Group was founded in 1970 by Menahem Kali, one of Israel’s chief pension insurance experts and a co-founder of the pension arrangement management field in Israel. Our specialty is in personal holistic financial and pension planning, at a managed assets scope amounting to approximately 27 billion shekels.

Expertise like no other

Kali employs Israel’s best and brightest experts in their field, in professional departments dedicated to each field or service. We work with Israel’s leading insurance companies and investment houses to provide solutions to all your present and future financial purposes and to accurately meet your changing needs as you go through life.

Full objectivity

Kali is a private company with no ties of ownership with any insurance company or investment house. Our full independence allows us to remain 100% objective and ensure that your interests, and only yours, are reflected in every decision.

Comprehensive holistic service

We hold a dual license: An investment marketing license from the Securities Authority and a pension marketer license from the Capital Market Authority and the Ministry of Finance. The dual license allows us to employ the best available experts, perceive the bigger picture and provide you with 360- degrees service on everything related to finance, insurances and pension.

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Kali’s values

We are numbers people
and especially of values

Objectivity

The clients’ interest guides us every step of the way. We have full independence vis-à-vis the insurance companies and investment houses and we provide professional service adhering only to the clients’ goals.

Commitment

We form a long-term bond with our clients and accompany them through all key junctures of their lives: From their first job, through the birth of their children and until retirement. We get the best benefits possible for them and are guided by considerations of their financial and personal wellbeing.

Service

We pride ourselves on the service we provide to our clients. We call upon the most advanced technologies to assist us in being available and efficient. However, we believe there is no substitute for personal, human connection, and have accordingly found the proper way to combine a personal relationship with technological solutions.

Excellence

Kali leads Israel’s financial and pension arrangements field in professional excellence. We hold a dual license so that our experts understand the broad financial picture and are proficient on all the reforms and the most current innovations.

Business fairness

The trust our clients place in us is the most important thing to us. We operate with great discretion and responsibility toward the clients and their financial future. Security, consistency and full transparency are typical of our way of doing things.

Innovation

A combination of creativity, technology and a forward-looking approach always guide our thinking about our products and our customer service.

THE GROUP’S BRANCHES

Financial expertise
for private and business clients

Private clients

Our expertise is in financial planning and holistic care personalized to meet the needs and financial aspirations of tens of thousands of private clients in Israel and around the world.
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Business clients

Solutions for employers and employees granting you peace of mind. We operate both as arrangement managers and in nostro for hundreds of companies and organizations in Israel.
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