Kakali brings 16 years of experience in alternate investment, portfolio management and wealth management. She has held roles including VP: Distribution & Client Relations Head for East at ValueQuest and Sundaram Alternates, most recently as Zonal Head-East at ValueQuest Investment Advisors.

She holds a B.Tech in Electrical Engineering from WBUT and certifications in Investment Planning, Retirement & Tax Planning and Risk & Estate Planning from FPSB India.