Portfolio Fit Analysis
Portfolio Analysis reviews existing holdings for concentration and liquidity. Cambridge Wealth uses it to see how an alternatives sleeve would sit alongside them.
Explore research-backed alternative investment solutions designed around your goals, risk preferences, and broader portfolio. Cambridge Wealth helps professionals, families, and NRIs evaluate opportunities beyond traditional assets, including private equity, structured credit, special situations, and illiquid alternatives. With transparent guidance, diversified thinking, and long-term perspective, we help you make informed decisions while keeping your overall financial strategy aligned.
Access structured guidance across selected alternative investment categories, portfolio opportunities, and global wealth considerations.
Portfolio Analysis reviews existing holdings for concentration and liquidity. Cambridge Wealth uses it to see how an alternatives sleeve would sit alongside them.
NRIs can reach PMS and AIF routes through NRE/NRO accounts, subject to eligibility. Cambridge Wealth supports the account choice and onboarding records.
Property SPVs pool capital into brownfield or development assets through a single vehicle. Cambridge Wealth provides information on lock-in, exit and reporting terms.
Special situations funds invest around events such as distress, court processes or forced sales. Cambridge Wealth explains what must happen, and over what period.
Private credit funds lend to unlisted companies instead of owning equity. Cambridge Wealth provides scheme information on security, tenure and repayment.
Pre-IPO shares are stakes in companies before listing, with no daily price. Cambridge Wealth provides information on valuation, transfer rules and exit routes.
Alternative investments can add differentiated opportunities to a portfolio, but they require careful evaluation of structure, liquidity, risk, and suitability. Cambridge Wealth combines its documented research frameworks with one-to-one conversations to help clients assess private equity, structured credit, special situations, and other alternatives. Each option is considered in the context of your existing investments, long-term goals, and family portfolio strategy.
See how thoughtful guidance and transparent investment conversations support long-term wealth decisions.
"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..."
"I had a really great experience with Cambridge wealth. They manage all my investments and always give good advice."
"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..."
"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..."
"I had a really great experience with Cambridge wealth. They manage all my investments and always give good advice."
"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..."
"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..."
"I had a really great experience with Cambridge wealth. They manage all my investments and always give good advice."
"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..."
Make alternative investment decisions with a transparent, research-backed wealth partner.
Research-led analysis helps reduce emotional bias when evaluating alternative investment opportunities.
Portfolio analysis is set with your needs, aspirations, existing investments, and long-term financial objectives.
Founder’s Portfolio transparency and clear conversations support informed decisions without pushy sales.
Alternative allocations are considered alongside family wealth, tax, succession, and broader planning needs.
Experienced specialists bring investment, taxation, research, and client perspectives together.
Founder & Chief Investment Officer
Chinmay Kulkarni founded Cambridge Wealth to bring institutional-grade investment thinking to India's affluent and global Indian investors. With 17+ years across private equity, digital banking, and wealth management, he has worked closely with prominent families worldwide on preserving and growing multi-generational wealth. His prior roles at PwC and Barclays shaped a disciplined, research-led approach to portfolio construction. He sets the firm's investment philosophy, balancing capital preservation with long-term wealth creation. Clients turn to him for the depth of expertise typically found at family offices and institutional investment firms.
Investment & Taxation Lead
Mihir leads investment structuring and taxation at Cambridge Wealth, with over 18 years of experience navigating the complexities that come with significant wealth. He works closely with clients to structure portfolios for tax efficiency across jurisdictions, including cross-border considerations for NRIs. His command of Indian tax law and regulatory nuance ensures every investment decision is structured as carefully as it is chosen. He anticipates compliance and structuring issues before they become costly. His work ensures clients retain more of what they earn.
People & Business Lead
Sangeeta leads people and business operations at Cambridge Wealth, bringing over 20 years of experience to how the firm serves its clients. As part of the founding team, she has built a culture grounded in trust, discretion, and long-term relationships. Her behavioral and relationship-driven approach shapes how the firm engages clients at every stage of their wealth journey. She oversees the operational foundation that allows the firm to deliver a consistently high standard of service. Her focus spans talent, process, and the systems that keep the firm running smoothly as it scales.
Investment Services Lead
Aditya Kaushik leads investment services at Cambridge Wealth, with over 8 years of experience building the kind of personal relationships that earn lasting client trust. As part of the founding team, he has shaped a client experience built on candor, accessibility, and long-term partnership rather than one-off transactions. He translates complex investment strategy into decisions clients can act on with confidence. His relationships with clients often span years and multiple life stages of wealth. He serves as the primary link between the firm's research and the families it works with.
Product, Data & AI Lead
CP leads product, data, and AI at Cambridge Wealth, with over 7 years of experience building the digital infrastructure behind a sophisticated wealth management experience. As part of the founding team, he ensures the firm's platforms match the standard clients expect at every touchpoint. His work in data and AI is focused on sharper, faster investment insight without compromising the discretion clients require. He bridges technology and product strategy, making institutional-grade tools intuitive to use. His focus is on building infrastructure that lives up to the wealth it serves.
Alternative investments are opportunities outside traditional investments such as commonly held public-market assets. They may include private equity, structured credit, special situations, niche SPVs, and other less conventional strategies. Their liquidity, structure, risk, and suitability can vary considerably, so they should be evaluated as part of a broader portfolio rather than in isolation.
Speak with Cambridge Wealth about your portfolio and investment objectives.
Awarded in recognition of long-standing commitment and support extended toward a digital investment platform, reflecting early adoption of transaction infrastructure and consistent platform-based investment activity. Highlights an early and sustained embrace of technology-driven investment channels well ahead of broader industry adoption.
Conferred for outstanding investor mobilization and investor support during a critical fundraising window, reflecting strong on-ground execution, timely investor outreach, and effective campaign coordination. The recognition underscores the ability to convert investor interest into committed subscriptions within a tight, time-bound cycle, while maintaining clarity and compliance in all investor communication.
Awarded for sustained and exceptional contribution across a full financial year, recognizing consistent business generation, proactive client servicing, and a long-term collaborative partnership supporting business growth objectives. Reflects year-round reliability rather than a one-time spike in performance, along with active participation in ongoing investor engagement and servicing initiatives.
Presented in recognition of outstanding contribution to an alternate investment business vertical, highlighting the firm's role in expanding investor access to structured and alternative product categories through informed advisory and relationship management. Signals credibility in guiding sophisticated, higher-ticket investors through more complex product structures.
Granted for invaluable contribution to the successful launch and subscription momentum of a new fund offering, reflecting strong investor engagement and effective onboarding during the offer period. Demonstrates the capacity to drive meaningful subscription volumes and investor participation during a fund's most critical early fundraising phase.
Conferred for an extraordinary accomplishment in helping reach a significant industry-wide Assets Under Management milestone, underscoring scale, consistency, and trust built with the investor base over time. Formally acknowledged by senior leadership, this recognition points to a meaningful, measurable contribution to overall asset growth over a sustained period.
Presented for a valued strategic association built around thematic and cyclical investment advisory, recognizing the resulting investor participation. Reflects the ability to effectively communicate a nuanced investment thesis to investors and translate it into real, sustained participation.
Share your goals with our qualified professionals and explore whether alternative investment solutions fit your broader portfolio strategy.
You can also call us directly at +91 92409 25783. You can also send us a quick email at support@cambridgewealth.in.
You can also call us directly at +91 92409 25783. You can also send us a quick email at support@cambridgewealth.in.