About Us

Who We Are

The KALI group is a leading Israeli firm, specializing in pension and financial planning. The firm was founded in 1970 by Mr. Menahem Kali, and is nowadays headed by his son, Mr. Ran Kali.

The KALI group is ranked as Israel's largest pension and investment private brokerage house. From complex wealth management to your retirement needs, we offer comprehensive solutions that help you make the right decisions.

Our Mission

We believe that our customers’ needs come first, so we strive to provide professional advice and dedicated service based on trust, business integrity and long-term commitment.

We are committed to operating our business with the purpose of creating value for our customers.

We invest a lot of time and resources to be leading professionals in our areas of expertise. We understand the importance in meticulously delving into every law and every regulation, giving our customers a keen advantage to financial planning. 

Our Values

Our company values include professionalism, service excellence, trust, accountability and technological innovation.  With these values on the forefront, we have helped thousands of clients and many senior executives from a wide range of industries, to meet their investment and retirement goals. 

Our team

Our team of financial experts and retirement planners is dedicated to excellence in every field of action from financial expertise to customer-service approach, accountability, and fostering a spirit of trust and commitment.

Digital Innovation

It is important for us to provide our clients with a clear picture of their investment portfolios. In order to accomplish this we have built a secure portal, through which our customers can be updated, in real-time, on all their financial and pension products, conveniently make adjustments and contact us with one click.

We are committed to continuously develop technological infrastructures and interfaces that enable us to maintain a high digital level of communication and collaboration with our customers.

Our Numbers

Individual Clients – 65,000

Corporate Clients – 1300

Annual premium written (pension & insurance) – 300M$

Clients’ total assets under management – 27 B $

Employees – 180

 

 

 

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