Before we invest, is saving money
the same as investing?
Savings & Investing, while often confused for the other, are two very different things.
₹10L
Invested in FD @7%
in 10 Yrs
1.6X
growth
How Savings work?
Saving, fundamentally is about the security of your money, with access to it, when you need it.
However, it is not meant to create wealth.
₹10L
Invested in Nifty 50* giving an
annualised growth of 12% in 10 Yrs
How Investments work?
Investments are all about growing your wealth for yourself and your loved ones. They put your money to work, aiming for better returns and helping you reach long-term goals. Unlike savings, they involve buying assets that can increase in value over time.
** Nifty 50 is the stock benchmark of India consisting of the top 50 leading companies, representing the country's stock market performance
Sounds Complex? We've made it Easy
We guide you to discover & select...
01
Your goals
Describe your aspirations, dreams, & objectives to define what truly matters to you. We'll assist you in clarifying & prioritizing your goals
02
Set your Horizon
Define your timeframe for goal achievement, ranging from short-term to long-term, to aid in effective planning.
03
Evaluate potential risks
We help protect your capital during market fluctuations & address immediate cash needs, ensuring effective risk management.
04
Explore right solutions
We'll walk you through the right investment solutions from over 5000+ options backed by our 108-point research framework.
The Difference between
Research-backed Expert-led & General Investing
Even with small regular commitments, or investing a small amount every month, you may be astonished at what it can do over a decade, if allocated, monitored and managed well.
Over the past decade (2013-2023), investing in a top rated Small Cap Fund* through a monthly SIP of 50k has created more than 2X more wealth compared to illiquid assets like Fixed Deposits & Real Estate (80L)
**Axis Small Cap Fund is a mutual fund that invests in small-cap stocks, offering the potential for higher growth, and it has been a part of our portfolio as a component of our research framework.
Whichever you choose, we are here to help you.
Save effectively with Tax efficiency, or Grow your money through research-backed,
expert-led Investment Options. We exist to make your financial journey rewarding,
easy, systematic & safe.
Can I do it by myself?
Expert investment decisions often go beyond advice from a single advisor or friends/family who often tend to treat this as a 'side gig.' These decisions often result in…
Costly Mistakes
Limited research and mass-driven biased decisions may often result in mistimed buying or selling, often resulting in avoidable losses.
Sales oriented suggestions Vs Authentic guidance​
Sales-oriented guidance often comes with hidden fees that can erode your returns and hinder your best interests.
Not meeting expected performance
Self-managing investments may risk not meeting your financial objectives, such as a retirement plan or buying a home.
Getting started with your investment journey...
How Do I Select from 8000+ Funds?​​
With each fund tailored to specific market conditions, risk tolerance &
investment timelines, making the right choice can
maximise your overall performance.
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Explore our approach to crafting efficient portfolios that protect your capital.
How do I choose the right investment manager?
To build a perfect portfolio, it's essential to find expertise that aligns with your values and goals. Look for a reliable team focused on your interests, not just earning commissions.
​
Learn more about evaluating the right expertise for your investments.
How can you help me Invest?
Investment services tailored to Maximise your wealth.
Our support extends well beyond your initial onboarding, encompassing continuous rebalancing & monitoring of your assets.
​​
Learn more on how we enable this...
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A Team with a Proven Track Record
A team that has managed 1000Cr in assets previously, having worked across global institutions such as PwC, Barclays, & American Express.
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Explore more on our team...
Trust & transparency at our core, ensuring the right investing experience.
Our service extends beyond just offering the right investment options; we make sure to walk you through every investment decision, giving you the control.
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Here's how it works...
01
Getting Started
Schedule a quick call to discuss your financial goals – No pressure to invest, just a focus on understanding your objectives & preferences.
02
Personalized Investment Options
After gaining insight into your goals, we'll provide customized investment options. We are committed to ensuring you comprehend the reasons and methods behind each choice.
Seamless Onboarding & Ongoing Support
03
Get ready for a smooth onboarding process, with exclusive access to our app for personalized investment management. Our counselors are available 24/7. We'll continuously monitor & adjust your investments to ensure they stay on track.
A decade of outperformance, trusted by executives from Global Companies.
​
Experience the Cambridge Wealth Effect
Like thousands have
Tailored Portfolio
An exclusively designed folio crafted to help you build wealth in alignment with your unique needs and aspirations.
Emphasis on Long term Growth
Our approach focuses on progressively growing your wealth by harnessing the power of compounding over time.
Diversified Investment
Portfolio
We diversify your investments across various risks and opportunities, encompassing different economic cycles to maximise your peroformance.
Holistic Family Wealth planning
Wealth planning with a comprehensive view of your family's unique needs and wealth-building goals.
Niche products aligned
to you
Access our 108 exclusively researched products that align well with your unique investment criteria.
Our app offers real-time, personalized insights beyond numbers, showing how they impact your portfolio.
Customized Investment Insights
Strategies oriented to your interests, not people selling you products...
Personalised guidance you can rely on, all at a fraction of the cost
Many investors tend to save money by trying to avoid management fees,
Understand how a percentage of cost can compound & work in your favor over time.​
While allowing you to focus on what truly matters to you, all at a fraction of the cost..
Hear it from our clients, what helped them
"Logic, clarity, and trust
are the key factors that attracted me to CW. Their user-friendly app allows me to effortlessly track my returns in real-time, giving me complete transparency and control over my investments."
- Yuri Bhanage
Director at Tigerhall, Singapore
What can I expect from my Investments?
As You make the decisions,
We'll do the heavy lifting
We offer top-tier investment options & a holistic wealth growth plan, but the final decision aligning with your needs is yours to make.
Your investment isn't a one-time commitment; but undergoes continuous Monitoring & Rebalancing.
Through active monitoring, rebalancing, & regular one-on-one calls, we ensure you stay on track with your financial goals, remaining a trusted partner you can rely on
Insights optimized for your portfolio,
ensuring effective risk management.
An in-hand app giving personalized insights that go beyond mere numbers, showing precisely how these figures will impact your portfolio, enabling effective risk management.
Make your money work harder