Illiquid Alternatives
Evaluate investment opportunities with limited liquidity through a structured review of suitability, portfolio role, risk considerations, and long-term objectives.
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.
Evaluate investment opportunities with limited liquidity through a structured review of suitability, portfolio role, risk considerations, and long-term objectives.
Explore globally oriented investment opportunities with guidance designed to connect alternative allocations to broader wealth and cross-border planning needs.
Consider specialised investment vehicles with clear attention to structure, underlying opportunity, liquidity considerations, and alignment with your overall portfolio.
Assess differentiated opportunities that may arise from specific market circumstances, using research-led analysis rather than emotionally driven decisions.
Review structured credit opportunities through a disciplined lens covering portfolio fit, risk exposure, expected role, and diversification objectives.
Understand private equity opportunities and their potential place within a diversified portfolio strategy through one-to-one, long-term investment guidance.
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.
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.
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.
Recognition reflecting the firm’s work in wealth and investment services.
AMFI-registered Mutual Fund & SIF Distributor, ARN-172841.
Structured research frameworks support disciplined investment evaluation.
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 72193 68995. You can also send us a quick email at support@cambridgewealth.in.
You can also call us directly at +91 72193 68995. You can also send us a quick email at support@cambridgewealth.in.