Scheme Information & Comparison
Compare PMS, AIF, SIF and mutual fund categories on structure, mandate, ownership, liquidity, exit terms and minimum investment, with the provider's own documentation as the authority.
Alternative investments — PMS, AIF, and SIF — offer diversification beyond mutual funds. But comparing them is complex: each has different structures, minimums, and exit terms. Cambridge Wealth, an AMFI-registered Mutual Fund & SIF Distributor, simplifies this. We provide scheme-by-scheme comparison, eligibility support, and cross-border documentation help. You get clarity on what each option is and how it fits your timeline.
Research-led distribution and scheme information across alternative and core categories, organised around your goals and horizon.
Compare PMS, AIF, SIF and mutual fund categories on structure, mandate, ownership, liquidity, exit terms and minimum investment, with the provider's own documentation as the authority.
Review how an alternatives allocation sits alongside existing holdings for concentration, overlap and total liquidity across the portfolio.
Identify where weights have moved away from your intended allocation, and what realigning within the relevant mandates would involve.
Support for the eligibility checks and onboarding documentation these categories require, including cross-border records for NRI investors.
Support for NRE/NRO records, FATCA/CRS declarations, tax-residency documents and Form 10F, coordinated across the intermediaries involved.
Alternative categories are the easiest part of a portfolio to sell and the hardest part to compare. Ownership differs, minimums differ, liquidity at exit differs, and the governing document is different in each case — a Disclosure Document for PMS, a Private Placement Memorandum for an AIF, a Scheme Information Document for a fund. Cambridge Wealth distributes these categories as an AMFI-registered Mutual Fund & SIF Distributor: it provides scheme information and comparison, supports eligibility and onboarding documentation, and ties any allocation to a stated goal, timeline and liquidity need.
"I was facing issues managing my portfolio regularly on an excel with investments across different assets without a definitive approach. Cambridge Wealth has helped me significantly get my entire portfolio in a structured manner with well researched solutions behind each of the choices that we made, improving my overall portfolio..."
"Loved the experience with the CW team. They've been prompt in responding to all my financial queries along with getting my taxation done with their team. Their app has been great in terms of getting a quick insight over my portfolio. Would highly recommend!"
"The team at Cambridge Wealth always invests a huge amount of their time during every consultation and gets to the bottom of my needs. They are extremely knowledgeable in this field and help me and my wife understand all the complexities easily. Personal approach and understanding in managing our finances..."
"The Cambridge Wealth team has been highly helpful in getting my current investments consolidated and restructured in an organized manner. They were one of the few wealth management service companies in Pune that never kept me in the dark about anything - right from Onboarding to active monitoring and rebalancing..."
"Cambridge Wealth is so helpful. No request is ever too small for them. Great service. I am regularly updated regarding my portfolio. Keep up with the good work!"
"I have been a customer of Cambridge since its inception and I have always been completely satisfied with the service received. The advisors have always come up with appropriate solutions for all my investment queries."
"The team has been doing a fantastic job since its early inception giving me a clear line clarity and viewpoint on the various financial products availed in the market, tailored specifically for my requirements and risk flavor. Providing proper guidance from the beginning till the very moment for our entire..."
"I was referred to Cambridge Wealth by a friend who had earned very good returns on his investments. I had been investing in mutual funds for 3 years before coming here and had earned very little returns. Once I shifted to Cambridge Wealth I am receiving excellent returns. Their expertise..."
"I was facing issues managing my portfolio regularly on an excel with investments across different assets without a definitive approach. Cambridge Wealth has helped me significantly get my entire portfolio in a structured manner with well researched solutions behind each of the choices that we made, improving my overall portfolio..."
"Loved the experience with the CW team. They've been prompt in responding to all my financial queries along with getting my taxation done with their team. Their app has been great in terms of getting a quick insight over my portfolio. Would highly recommend!"
"The team at Cambridge Wealth always invests a huge amount of their time during every consultation and gets to the bottom of my needs. They are extremely knowledgeable in this field and help me and my wife understand all the complexities easily. Personal approach and understanding in managing our finances..."
"The Cambridge Wealth team has been highly helpful in getting my current investments consolidated and restructured in an organized manner. They were one of the few wealth management service companies in Pune that never kept me in the dark about anything - right from Onboarding to active monitoring and rebalancing..."
"Cambridge Wealth is so helpful. No request is ever too small for them. Great service. I am regularly updated regarding my portfolio. Keep up with the good work!"
"I have been a customer of Cambridge since its inception and I have always been completely satisfied with the service received. The advisors have always come up with appropriate solutions for all my investment queries."
"The team has been doing a fantastic job since its early inception giving me a clear line clarity and viewpoint on the various financial products availed in the market, tailored specifically for my requirements and risk flavor. Providing proper guidance from the beginning till the very moment for our entire..."
"I was referred to Cambridge Wealth by a friend who had earned very good returns on his investments. I had been investing in mutual funds for 3 years before coming here and had earned very little returns. Once I shifted to Cambridge Wealth I am receiving excellent returns. Their expertise..."
"I was facing issues managing my portfolio regularly on an excel with investments across different assets without a definitive approach. Cambridge Wealth has helped me significantly get my entire portfolio in a structured manner with well researched solutions behind each of the choices that we made, improving my overall portfolio..."
"Loved the experience with the CW team. They've been prompt in responding to all my financial queries along with getting my taxation done with their team. Their app has been great in terms of getting a quick insight over my portfolio. Would highly recommend!"
"The team at Cambridge Wealth always invests a huge amount of their time during every consultation and gets to the bottom of my needs. They are extremely knowledgeable in this field and help me and my wife understand all the complexities easily. Personal approach and understanding in managing our finances..."
"The Cambridge Wealth team has been highly helpful in getting my current investments consolidated and restructured in an organized manner. They were one of the few wealth management service companies in Pune that never kept me in the dark about anything - right from Onboarding to active monitoring and rebalancing..."
"Cambridge Wealth is so helpful. No request is ever too small for them. Great service. I am regularly updated regarding my portfolio. Keep up with the good work!"
"I have been a customer of Cambridge since its inception and I have always been completely satisfied with the service received. The advisors have always come up with appropriate solutions for all my investment queries."
"The team has been doing a fantastic job since its early inception giving me a clear line clarity and viewpoint on the various financial products availed in the market, tailored specifically for my requirements and risk flavor. Providing proper guidance from the beginning till the very moment for our entire..."
"I was referred to Cambridge Wealth by a friend who had earned very good returns on his investments. I had been investing in mutual funds for 3 years before coming here and had earned very little returns. Once I shifted to Cambridge Wealth I am receiving excellent returns. Their expertise..."
Research-led distribution, organised around your goals and disclosed in writing.
A documented 108-point research framework evaluates 5,000+ Indian investment products on quantitative and qualitative factors before a scheme enters the distribution universe.
Alternative categories are easiest to sell and hardest to compare; scheme information is presented against mutual funds, SIFs and other eligible categories on structure, liquidity and exit terms.
The Founder's Portfolio publishes the CIO's own allocation and quarter-by-quarter changes from 2008 onward, across several market cycles.
An AMFI-registered Mutual Fund & SIF Distributor, ARN-172841, providing remuneration disclosures in writing so you know how it is compensated before you transact.
Specialists across research, taxation, compliance, technology and service.
Chief Investment Officer
Chinmay Kulkarni serves as the Chief Investment Officer at Cambridge Wealth, bringing a philosophy rooted in personal accountability and shared financial journeys. With over 15 years of cumulative expertise in wealth management, Chinmay leads investment strategy with a fiduciary commitment that places client interests above all else. He champions complete transparency through the Founder's Portfolio, openly sharing his own investments and research with clients. His approach is built on the belief that no strategy belongs in a client's portfolio unless it's worthy of his own family's future. Chinmay's leadership has helped Cambridge Wealth administer over ₹15,000 crore in assets, delivering research-backed, tailored wealth solutions to high-performing professionals and NRIs across India and globally.
Investment and Taxation Lead
Mihir Jagtap is the Investment and Taxation Lead at Cambridge Wealth, playing a critical role in ensuring clients' investment decisions are structured for maximum tax efficiency. With deep expertise in Indian and international tax regulations, Mihir advises on the regulatory implications of complex financial strategies, particularly for NRIs and globally mobile professionals. He works closely with the investment and compliance teams to craft holistic wealth plans that are both growth-oriented and tax-conscious. Mihir's contributions ensure that Cambridge Wealth's clients benefit from strategies that are not only high-performing but also fully aligned with applicable legal and regulatory frameworks, helping preserve and grow wealth across generations.
Investment and Business Lead
Sangeeta Bhagwat serves as a Investment and Business Lead at Cambridge Wealth, specializing in tracking macroeconomic indicators, global market conditions, and sector-level trends to inform the firm's strategic investment positioning. Her work ensures that Cambridge Wealth's portfolios remain agile and well-positioned in response to shifting market dynamics. Sangeeta contributes directly to the firm's 48-point research framework, providing the macro-level intelligence that underpins tailored wealth strategies for clients. Her insights help the investment team identify opportunities and manage risks across diverse asset classes, supporting the firm's commitment to delivering diversified, long-term growth for professionals, NRIs, and families seeking comprehensive wealth management solutions.
Investment and Customer Service Lead
Leads direction for investment product strategy and data/AI-led innovation.
Product and Data + AI Lead
Chinmay Phadke is the Product and Data + AI Lead at Cambridge Wealth, responsible for defining the product vision and roadmap for the firm's technology platforms. He bridges the gap between client needs, business strategy, and technical execution, ensuring that Cambridge Wealth's digital tools evolve in ways that genuinely serve users. Chinmay coordinates across design, development, and operations teams to prioritize features and improvements that enhance the overall client experience. His product thinking is guided by the firm's core values of transparency and performance, ensuring that every platform update brings clients closer to their financial goals. Chinmay's leadership ensures that Cambridge Wealth's technology remains competitive, scalable, and client-centric.
PMS works when you want a dedicated portfolio manager, lower account minimums than some AIFs, and more control over individual holdings. Mutual funds are better if you want simplicity and lower minimums. We help you compare both to see which fits your goal.
Speak with our team for scheme information and clear next steps.
Registered distribution credentials, ARN-172841.
APMI Registration No.: APRN-01683.
ISO 9001 certified as a Mutual Fund Distributor.
Tell us what the allocation is meant to do and over what horizon. Our team will walk you through the categories open to you, their minimums, and the documentation each requires.
For immediate assistance, feel free to give us a direct call at +91 72193 68995. You can also send us a quick email at support@cambridgewealth.in.
For immediate assistance, feel free to give us a direct call at +91 72193 68995. You can also send us a quick email at support@cambridgewealth.in.