Our Services

wealth managment and stock market investments

We offer our clients deep and lasting strategic partnerships with expert wealth managers. From superior front- and back-office processes in research, portfolio management, risk management, technology, and distribution, we offer dedicated and tailored solutions to meet your specific needs. We are not investment managers ourselves but rather we represent you vis-à-vis all the money managers (including banks) you have selected, where we help you accomplish your financial targets through a holistic view of your needs.

We are your trusted partner for long term success

Most people have limited experience and resources to make informed investment decisions – this is where the Kali Group comes in. We work with the most up-to-date and innovative research platforms, industry leading credentials and a diverse group of experts to make sure you make the right choices.

The Kali Index

We have created an objective and exclusive ratio index that allows us to present real-time data based on proven financial performance of our clients’ portfolios. Using the Kali Index, we will independently review all the investment channels available to you and together with our leading investment experts, will build the best financial strategy for you.

life insurance

Life insurance provides an enhanced solution for a relatively small amount of capital. The challenge, however, is obtaining life insurance and feeling confident that there is both the appropriate structure and the appropriate amount. This is exactly what we do for our clients.

 

We provide you with a dedicated insurance planner that will make sure you and your loved ones are financially covered from the uncertain risks that everyone experiences daily, giving you peace of mind and confidence in the future.

Retirement

The right retirement plan will give you peace of mind for your future. You want to be confident that your assets are handled with the highest level of professionalism and trust. Kali’s wealth managers and pension planners can provide you with the assurance you need to plan the future you want.

We provide a complete range of investment planning services tailored to your goals and circumstances – from pension risk solutions to delegated investment consulting.

Health Care and Long-Term Care

The first question to ask is “what kind of services do I need in this field, for me and for my loved once?" Our experienced health and LTC planners can help you understand your options and make the right choices for your specific needs.

We’ve been designing unique health insurance and LTC strategies for our clients for over 50 years. Our trusted team is continuously adapting and staying up to date with insurance compliance and laws in Israel.