Kalyan Kumar in

Kalyan Kumar

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Wealth Manager at Self.
📍 Mumbai, Maharashtra, India

Kalyan is a wealth manager and financial content creator simplifying finance for the next generation. A founder of Desi Finance Duo, he leverages his NISM certifications and University of Mumbai engineering background to manage a 7-figure AUM and educate over 300, 000 people on investing.

An avid AI enthusiast, he channels his passion for education into his roles as a YouTuber and podcaster. He focuses on making complex financial topics fun and relatable for beginners, often using humor and acting in his videos to engage his large online community.

He has successfully guided over 1, 200 students through his workshops on stock market basics.

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Experience
5 Years
Current Role
Wealth Manager
Job Level
Middle
Location
Mumbai, Maharashtra, India
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Kalyan cares about

Financial Literacy
Simplifies stocks, passive income, and government schemes for over 300, 000 followers, making finance fun, relatable, and beginner-friendly.
Wealth Management
Manages a 7-figure AUM and offers personalized 1: 1 consultations on mutual funds and insurance tailored to individual goals.
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Career

Work history

5-2024
Wealth Manager
Self.
2-2020
UGC Video Creator
Freelance
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
5-2010 - 5-2014
Bachelor of Engineering - BE
University of Mumbai
Nism equity and derivative
National Institute of Securities Markets (NISM)
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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