WELCOME TO Kalpalatha
A reputed name for comprehensive financial guidance and product distribution services
At Kalpalatha, our mission is to provide our clients with the comprehensive, competent, customised and classy best solutions in wealth creation and wealth management areas. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
Our Service
01 Client Desk
The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.
02 E-Wealth Account
03NJ Recommended MF Portfolio
What We Offer
01 Assessment
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.
02 Execution
03 Tracking
Product Basket
Fund Manger Interviews
Mr. Rahul Singh
Mr. Rahul Singh
Chief Investment Officer (CIO) - Equity, TATA Mutual Fund
With over 27 y...
Read MoreMr. Murthy Nagarajan
Mr. Murthy Nagarajan
Head - Fixed Income, TATA Mutual Fund
Mr. Murthy Nagarajan is the H...
Read MoreMr. Harshad Borawake
Mr. Harshad Borawake
Head of Research & Fund Manager - Equity, Mirae Asset Mutual Fun...
Read MoreMr. Mahendra Kumar Jajoo
Mr. Mahendra Kumar Jajoo
Chief Investment Officer - Fixed Income, Mirae Asset Mutual Fund...
Read MoreLatest Article
5 Things to Remember Before Buying Term Life Insurance
Friday, September 26 2025Source/Contribution by : NJ Publications
In today's uncertain wo...
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Friday, September 19 2025Source/Contribution by : NJ Publications
The world of investing ...
Read MoreThe Illusion of Diversification: How to Build a Truly Resilient Mutual Fund Portfolio
Friday, September 12 2025Source/Contribution by : NJ Publications
"Don't put all your egg...
Read More5 Must-Have Insurance Policies in Your Financial Portfolio
Friday, September 5 2025Source/Contribution by : NJ Publications
When it comes to buildin...
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