2008
Certified Financial Planner (CFP)
Completed the CFP qualification, Financial Planning Standards Board.
Branch head · Mumbai
Kishor Baban Kale
Associate Director & Head, Mumbai Branch
SWS Fintech Services Pvt. Ltd.
A Certified Financial Planner and educator who has spent nearly three decades explaining money clearly, in classrooms, seminars and on national television.
About Kishor
Making money easy to understand.
Kishor Baban Kale is an Associate Director of SWS Fintech Services Pvt. Ltd. and heads its Mumbai branch at Vile Parle East. In December 2017 he merged his own financial services practice with SWS to offer clients the full range of SWS services.
A commerce graduate from the University of Mumbai with Inter CA, he started his career in accounts and taxation and taught commerce students for almost two decades. In 2005 he founded Wealthomax Financial Advisers LLP, a financial product distribution business that grew from Mumbai to Thane, Dombivli, Navi Mumbai, Nagpur and Amravati.
He has conducted more than 50 financial planning seminars, appeared as a financial expert in more than 30 episodes of “Paisa Vasool” on DD News, and written articles for DNA and Marathi newspapers.
Areas of expertise
- Financial planning
- Portfolio management
- Customer relationship management
- Team building & training
- Public speaking
- Teaching
Education & learning
Qualifications & certifications
1997
Inter CA
Institute of Chartered Accountants of India.
1995
B.Com.
University of Mumbai.
He has also completed the NISM Investment Adviser (Level 1) and AMFI mutual fund certifications.
Professional journey
Career path
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2017 – present
Associate Director & Head, Mumbai Branch
SWS Fintech Services Pvt. Ltd.
Merged his practice with SWS in December 2017 and leads the Mumbai branch.
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2005 – 2007
Founder
Wealthomax Financial Advisers LLP
Started a financial product distribution business for Mumbai clients and expanded to Nagpur, Amravati and Mumbai's suburbs.
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1997 – 2015
Professor
IDEAL coaching classes
Lectures for commerce students in accounts, business management, taxation and corporate laws.
-
1995 – 2000
Accountant & Tax Consultant
Accounts and taxation for partnership firms and private and public limited companies.
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1995 – 1998
Article Assistant
Dhere & Yeolekar, Chartered Accountants, Mumbai
Recognition & contribution
Achievements along the way
- Expert guest on DD News' “Paisa Vasool” in more than 30 episodes.
- Speaker at 50+ financial planning seminars.
- Articles on personal finance for DNA and Marathi newspapers.
- In February 2026 the Mumbai team was felicitated for crossing ₹100 Cr AUM.
Beyond work
Running, reading and teaching.
Kishor runs marathons and enjoys music, reading and public speaking. Teaching remains close to his heart.
- Running marathons
- Music
- Reading
- Public speaking
- Teaching
Languages: English, Hindi, Marathi and Gujarati
Start a conversation
Connect with Kishor or speak with the SWS team about your goal based investments and insurance.