“In the long run, it is not just how much money you make that will determine your future prosperity. It is how much of that money you put to work by saving it and investing it. ” Peter Lynch.

Caliper Wealth Planners - Your Financial Freedom Pathfinder

Our sole objective is to help you attain financial freedom, by providing goal based comprehensive financial planning, whereby through solid financial plan you are able to meet your financial objectives and generate sufficient passive income to meet your regular expenses in longer run.

We believe that every client deserves unbiased, competent, and personalized financial advice at a reasonable and transparent cost. As a full time fiduciary, we work every day to assist clients in planning for and reaching their goals in life. We take pride in our work, and are continuously striving to provide the ultimate customer experience. Our practice area includes Cash Flow Management, Investment Planning, Retirement Planning, Insurance Planning, Debt Management, Tax Planning and Estate Planning.

Caliper wealth Planners is disrupting the wealth management to become the “Indispensable & Independent” financial advisor of choice for institutions and private investors. Caliper wealth offer unconstrained investment solution in a range of single and multi asset classes including Stocks, MF, PMS, AIF, Private Equity & Derivatives. We offer you a diverse range of investment products to meet you evolving financial needs.

Independent, Unbiased Advice

We are completely independent, so the advice we give is impartial and unbiased. Our professional commitment is to you only. Being independent help us to provide impartial financial planning advice, free from any sales or product target.

Advice You Can Trust

You need a trusted financial planner and not commission based sales professional. We are registered investment advisor with a fiduciary responsibility to act in clients best interest and maintain highest standard of professional ethics.

Constant Improvement- Never Ending innovation & Excellence

We consider innovation and technology to be the cornerstone of our accountability. As your financial partner, we continuously seek new information, work hard to be earlier than others & take on both the challenge and the opportunities in fast evolving financial world.