Complete Wealth Management
Core Wealth Management
Financial Planning & Robo Advisory
Discretionary and Non-Discretionary PMS
Family Office
NBFC
Research
eOnBoarding
Revenue & Incentive Management
Mobile App
Multi ARN/RIA MOde
Multi Tenant Offering
We have satisfied most stringent wealth customers
On Premise / Cloud Deployment
Comprehensive
Caliber is India’s most comprehensive Wealth Management solution covering all aspects of wealth management from client on boarding to RM revenue calculation and everything in between.
Deep Domain Understanding
Caliber team has deep domain expertise and scans the environment for regulatory changes and change in business conditions
Accuracy & Automation
Caliber system is known to take care of extreme boundary conditions to ensure accuracy. Orchestrated process automation ensures that the system stays accurate and error free
Cutting Edge Technology
Caliber transitioned from a monolithic architecture to micro-service architecture to allow for much higher configurability and scalability. Caliber uses state of the art security protocol.
Our Products
Investment Plans
Core Wealth Management
Comprehensive Wealth Management proven with India’s Largest Wealth Manager ( AUM of 1.5 Lakh Crores+)
Financial Planning & Robo Advisory
Enterprise class financial planner covering all personal assets, exchange and OTC assets with smart advisory
NBFC
Complete lending solution covering Loan Against Securities, Margin Trade Funding, IPO Funding, LAP, Promoter Funding and other loans.
Revenue and Incentive Management
Get granular level management of employee revenue and incentives and tackle implementation from multiple angles