Kishor Kale is a founder of Wealthomax Financial Advisors since 2005. He believes his previous years as an Accounts &Tax Consultant and also as Lecturer of various subjects of commerce were an ideal foundation for his work as a financial advisor.
Attention to details, good listening skills, honesty, integrity and great empathy are symbols of his appreciation by his clients. He is effectively supported by a team of administration, group benefits and investment products specialists whose teamwork and professionalism help him to build long-term relationships with his growing client base and provide excellent customer service.
Kishor is a Graduate of Commerce from University of Mumbai and possess a rich finance background with an Inter CA qualification from Institute of Chartered Accountants of India (ICAI) and he is also a proud recipient of Certified Financial Planner (CFP) from Financial Planning Standard Board India (FPSB) He is currently pursuing Chartered Wealth Manager (CWM) USA as a continuous education initiative as Kishor’s thirst for learning continues.
Started as a Sole Proprietary Business, Kishor upgraded his financial consultancy practice into a Body Corporate and thus founded Wealthomax Financial Advisers LLP with a partnership of Leena Kale.
Currently he manages finance of around 450 clients within country and overseas. His clientele includes Doctors, Engineers, IAS, IPS and professionals in the Indian Corporate and MNC’s at a Top and Middle level Management who consult him for their Personal Finances.
There is this constant urge to upgrade in knowledge so he spends an average of 25 days in a year participating in courses related to the financial business, & self-development.
Kishor also educates his clients by writing articles on current financial situations, conducts workshops, seminars and posts regular mailers. He also shares his view and provides expert advice on Television shows for Personal finance and Investors Education and Awareness Programmes.
He is very passionate about fitness and health, travelling and maintains a good balance of family time along with his personal passion and passion to serve his clients. He lives in Mumbai with his mother whom he worships, wife Leena who is his source of happiness & love and a adorable child Bhakti who is his inspiration.