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Make your money work harder

When you have investable funds, the power of compounding can increase your net worth by 1000%. Our safe, guided methods are powered by bank-level secure technology, with a team of experts who have managed over a thousand crores in investments.

Before we invest, is saving money the same as investing? 

Savings & Investing, while often confused for the other, are two very different things.

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.

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. Investments are like the engines that power your financial growth and help you reach long-term goals. Unlike savings, they involve buying assets that can increase in value over time.

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. Investments are like the engines that power your financial growth and help you reach long-term goals. Unlike savings, they involve buying assets that can increase in value over time.

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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.

Sounds Complex? We've made it Easy

We guide you to discover & select...

Discover your goals

01

Explore your aspirations, dreams, & objectives to define what truly matters to you. We'll assist you in clarifying & prioritizing your goals.

03

Evaluate potential risks

From hedging your capital during market volatility to addressing immediate cash requirements in the near future, we'll help you evaluate & manage these risks effectively.

Define your timeframe

02

Determine the timeframe within which you want to achieve your goals. Your horizon can range from short-term to long-term, helping you plan effectively.

04

Explore right solutions

We'll walk you through the right investment solutions from a product universe of over 5000 options, all backed by our 108-point proprietary research framework.

The Difference between
Research-backed Expert-led & General Investing

Even with small regular commitments, or investing a small amount month per month, you may be astonished at what it can do over a decade if allocated, monitored and managed well. 

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Over the past decade (2013-2023), investing in Axis Small Cap Fund* through a monthly SIP of 50k has yielded approximately 2X more wealth compared to Fixed Deposits (83.5L) and Real Estate (80L), with the Axis Small Cap* Fund generating an impressive return of 1.6 Cr.

Getting started with your investment journey...

Can I Manage This on

My Own?

Navigating the world of investments goes beyond past performance and advice from a single advisor or friends/family. Discover the advantages of expertly managed portfolios compared to DIY investments. 

Learn more...

How Do I Select from

8000+ Funds?

With each fund tailored to specific market conditions, objectives, risk tolerance, cash needs, & investment timelines, making the right choice can enhance your overall performance. Explore our approach to crafting efficient portfolios that protect your capital.

Learn more...

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.

Learn more...

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.

 

 

 

Sounds complex? We've made it easy. We guide you to discover and select: 

 

Your horizon, goals, risk and options ( important to be seen - as tabs with underline and hover) 

Can I do this myself?
Expert Managed Investing vs Doing it yourself. 

Provide a general description of the items below and introduce the services you offer. Click on the text box to edit the content.

Service Name

Describe one of your services

Service Name 

Describe one of your services

Service Name 

Describe one of your services

How can you help me Invest?

1

Guidance, Research, Support, Monitoring, Growth

Describe your service here. What makes it great? Use short catchy text to tell people what you offer, and the benefits they will receive. A great description gets readers in the mood, and makes them more likely to go ahead and book.

2

Service, Assurance, Team 

Describe your service here. What makes it great? Use short catchy text to tell people what you offer, and the benefits they will receive. A great description gets readers in the mood, and makes them more likely to go ahead and book.

3

We will earn your trust

Transparency, Technology, Bank level security

Where to begin

1

Can I do this myself? 

Describe your service here. What makes it great? Use short catchy text to tell people what you offer, and the benefits they will receive. A great description gets readers in the mood, and makes them more likely to go ahead and book.

2

How do I choose from between 8000 Funds?

Describe your service here. What makes it great? Use short catchy text to tell people what you offer, and the benefits they will receive. A great description gets readers in the mood, and makes them more likely to go ahead and book.

3

How do I choose the right Investment Manager?

Describe your service here. What makes it great? Use short catchy text to tell people what you offer, and the benefits they will receive. A great description gets readers in the mood, and makes them more likely to go ahead and book.

How to evaluate right expertise?

Personal to you

An expertise who takes the time to understand your unique financial situation, goals, and risk tolerance, rather than providing one-size-fits-all solutions.

Long term Orientation

They should focus on building a performing portfolio that can withstand market fluctuations & achieve sustainable growth over time.

Niche Strategies

Discover investment strategies that align with your specific interests and preferences, allowing you to invest in a way that resonates with you.

Family Orientation

Work with an expert who considers your family's collective goals and aspirations, creating a comprehensive financial strategy that encompasses your entire family's financial well-being.

Exclusive Product

Access exclusive financial products tailored to your niche requirements, with comprehensive risk & opportunity disclosures for full transparency.

A reliable team oriented to your interests, not commissions

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Why do Research-backed Investments perform differently than the tips I get from a single-advisor or my friends/family?

Comprehensive Approach Vs Limited View

Our strategy encompasses diverse investments to minimize risk. Personal tips might lack this holistic perspective.

Endurance for the Long Run Vs Short term Focus

We prioritize long-term objectives, while personal tips might emphasize quick gains

Risk Management Vs Ambiquity

Our strategies integrate risk management based on established practices. Personal tips might overlook this critical aspect.

Consistency Amidst
Volatility

We maintain consistency regardless of market fluctuations. Personal tips might waver with changing emotions and trends.

Transparent & Proven Vs Uncertain Origins

Expertly managed strategies are transparent & backed by evidence. Personal tips might lack the same level of credibility.

How it works (club both how it works sections here) 
Three step process -
Sign up, Analyse your Porfirio or plan investments
Connect with a counsellor, choose your options and get ready to invest 
Make payment, monitor your investment and get timely support and recommendations

Get Started

Connect with us to schedule a call

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Goal Exploration

Let's talk about your financial aspirationsNo pressure to invest, just understanding your objectives & preferences

Explore options

Once we understand your goals, we'll offer tailored investment options

Onboarding

Once you're ready, we'll guide you through the onboarding process hassle-free.

Start Investing

Begin your investment journey with confidence.

Exclusive App Access

For personalised monitoring and management of your investments.

24/7 Support
Our dedicated counselors are here to support you around the clock.

Here's how it works

It all starts with you – your unique timelines, risk tolerance, and financial aspirations. This is your journey to wealth, tailored to your preferences.

1

We're committed to ensuring you understand the "Why" & "How" behind each choice.Our cutting-edge research algorithms & team of experts present tailored options that align with your goals.

 

This isn't a one-and-done process; you're always in the driver's seat of your wealth.

2

Have questions? 

Our dedicated Counsellor team is here to support you every step of the way.

 

Feel free to ask. Need to go at your own pace, whether faster or slower? We're here to assist, not pressure or sell. Your financial well-being is our priority.

3

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 market cycles to optimize your returns.

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.

Strategies oriented to your interests, not people selling you products...

How do investment product works? 

In the expansive financial landscape of India, there are over 5000+ diverse investment products.

Each product is meticulously designed to fulfill specific objectives, encompassing factors like risk tolerance, investment horizon, varied diversification goals, liquidity requirements, and even tax implications within economic cycles.

  • Start with a universe of 500+ stocks.

  • Begin bottom-up screening by evaluating earnings to free cash flows generated.

  • Identify funds with the highest holdings in selected stocks.

  • Quantitatively analyze funds based on historical performance, consistency, fundamentals, risk, strength, and market participation.

  • Perform qualitative assessments of the reliability and expertise of the fund house over the years.

Amidst this multitude of variables and within the constraints of limited time, sifting through to identify the product that perfectly aligns with your priorities can indeed be challenging.

 

This is precisely where the invaluable role of proper expertise comes into play.

From the horse's mouth. Our Founder's promise and how we have built this over the last decade. 

Transparency & Bank level security every step of the way.

We never sell, only authentic guidance...

A decade of outperformance, trusted by executives from Global Companies. 

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Hear it from our clients...

- Yash Bhanage

Director at Tigerhall, Singapore

  • LinkedIn

A team that cares makes all the difference

Guidance

Access our wealth of expertise and guidance, built on over a decade of market experience, to entrust all your personal wealth management needs.

Research

We employ a comprehensive 108-point research, assessing not just past performance but also the fund house's long-term reliability & expertise the years.

Execution

We go beyond portfolio curation; we seamlessly put your plans into action, ensuring hassle-free & effective strategy execution.

Support

Count on us throughout your investment journey. We're always here to assist you, with periodic face-to-face meetings to address your needs.

Monitoring

Stay informed with real-time tracking of your investments through our exclusive app. We actively monitor your portfolio's performance.

Rebalancing

We continually rebalance your portfolio to align with your goals across market cycles, maximizing growth opportunities.

Growth

Ultimately, it all comes down to achieving potential growth through proactive approaches & tailored wealth solutions.

Personalized guidance you can rely on, all at a fraction of the cost.

While many investors tend to save money by trying to avoid

management fees, it's worth understanding how a certain

percentageof 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..

Make your money work harder

Get Started now, continue at your own pace.
No pesky sales calls. Our promise.

Schedule an appointment with our counselor & receive a personalized call at your convenience to experience an informed investment decision.

As a reminder, we are here to help, and have only one objective: to help you solve your queries. No sales ever. 

What should I expect from my investments? 

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