Investing and saving your private money according to personal goals.
We accompany approximately 70,000 clients in the worlds of finance, investments, pension planning and risk management, and plan together with them a financial present and future oriented towards specific goals. Kelly’s experts and expertise provide a holistic service that takes into account personal and financial parameters and creates a financial plan for you for the future with financial stability and security.
We specialize in providing pension services and holistic financial planning that includes all the financial products available on the market for private clients: pension insurances, executive insurances, provident funds and training funds, investment provident funds, portfolio management and more.
The dynamic economic reality requires personal and close financial planning, which ensures that even in periods of change, your goals and ambitions are achieved. Kelly specializes in handling complex challenges in the fields of pension insurance, and provides strategic financial planning with the aim of maximizing the financial return and insurance value. The planning is done within a customized investment strategy for each client according to the wishes and needs of each client.
Kali’s private clients enjoy benefits in management fees in pension funds and training funds, significant discounts in life, health, accident and mortgage insurance, and are exposed to recommendations on a wide variety of provident funds and investment routes. Also, our clients can update themselves at any given moment on the status of the financial assets managed in Kelly, in an innovative and friendly personal area and perform dozens of online operations that save valuable time and contact us directly and quickly.
Kali is a privately owned company, a fact that allows us to look after your interests only. And we have no arrangements with any insurance company or investment house and our only commitment is to our customers! 50 years of experience and the fact that we are a large group allows us to obtain for our private clients the best conditions available with insurance companies or investment houses.
The premium customer division specializes in private customers with financial wealth. Kali’s experts and expertise handle assets worth NIS 27 billion and specialize in providing pension services.
Premium customers receive care and close supervision by a personal customer manager with an investment marketing license and a pension agent license. The process includes a personal meeting for comprehensive financial planning, according to your needs and a comprehensive opinion, and then full support for the implementation of the plan.
The premium customers benefit from a range of solutions for managing large economic capital in regards to planning alternative investments and global investments. Alternative investment management is done by an expert team through diverse private funds, for example: venture capital funds, real estate funds, Priyot Equity, hedge funds, infrastructure funds, social loans and more.
Kali has a department specializing in global investments. We have agreements with banks in Switzerland and familiarity with the various cases in each bank. We personally match the best portfolios in each field, within the same bank, and against the competing banks and managers and plan for our premium clients an investment strategy that relies on the selection of the bank and the specific portfolio best suited to the profile, expectations and preferences of each client. We have the professional and bureaucratic knowledge needed to open an account and investment portfolio in Switzerland, and the knowledge needed for ongoing management and monitoring.
Kali’s experts and expertise ensure that the proposed financial mix matches the goals and line of thinking of each client. We accompany the customers at the various points in their lives, all the time with our hand on the pulse regarding changes in the market, in the economy and personal changes and recommend how to optimize the investments and processes – to increase profits.
We have 50 years of experience and we operate in complete independence and without ownership ties with any insurance company or investment houses. We place a substantial emphasis on objectivity, the selection of the product type, risk levels, and the managing companies of the products – in a way that precisely matches the wishes and aspirations of the customers.