Portfolio Analysis
Review current equity holdings to identify capitalization overlaps across mid-cap funds.
Mid-cap funds invest in companies ranked 101st to 250th by market capitalisation, and small-cap funds in those ranked below 250. SEBI sets those definitions, so the category label tells you the size band a fund must stay within, not how the manager behaves inside it. Two mid-cap funds can hold very different businesses and still share the same label. These categories tend to fall harder than large-cap funds and take longer to recover, which is why the holding period matters more than the entry point. Cambridge Wealth provides scheme information across mid-cap and small-cap funds and reviews the holdings already present in your portfolio.
Explore scheme information and portfolio services covering mid and small cap equity allocations over the long term.
Review current equity holdings to identify capitalization overlaps across mid-cap funds.
Portfolio realignment as per scheme mandate, where holdings have drifted from the stated allocation across large, mid and emerging market exposure.
Establish structured systematic investment plans to harness market volatility and rupee-cost averaging in growth equities.
Map mid-cap investment horizons directly to target milestones, ensuring liquidity and risk tolerance remain aligned.
Scheme information across multi-asset options relevant to families investing across generations.
Structure fund selections and redemption schedules with capital gains treatment in view under current regulatory guidelines.
SEBI defines mid-cap as companies ranked 101 to 250 by market capitalisation, and small-cap as those below 250. A fund in either category must keep most of its assets in that band. What the label does not fix is which businesses the manager holds or how concentrated the book becomes. One mid-cap fund may hold 40 stocks, another 70, with very different sector weights. Investors often hold several such funds and assume the risk is spread, when the same names can appear across all of them. Cambridge Wealth reviews the underlying holdings across your folios to identify that overlap, applying a documented 108-point research framework to the schemes in its reviewed universe. The result is a factual record of what the mid-cap and small-cap portion of your portfolio actually holds.
Guiding ambitious professionals and global investors toward disciplined, sustainable wealth accumulation.
"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!"
"You tend to forget about your portfolio until it is too late. I wasn't even aware how my folio was doing until Chinmay & team ran me through a multi-faceted analysis that showed me how I was doing. From there on, improving its quality with rich research from the Cambridge..."
"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..."
"A friend recommended Chinmay (Founder of Cambridge Wealth) a couple of years back to help me with my taxation and reinvestment of money when we sold off the property. The CW team has been very quick to respond and is available at any point in time with regard to almost..."
"Professionalism and innovation in service is what I experienced with Cambridge. The way they handle clients is very unique in Pune. Some of the services provided here are very innovative and unique."
"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 has been great. Very clear and thorough - highly recommended to anyone who is looking for efficient guidance in investment matters."
"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."
"I had a really great experience with Cambridge wealth. They manage all my investments and always give good advice."
"I would recommend Cambridge Wealth to anyone. They listened to my requirements and then came back to me with all my options. The advice was clear and tailored to my own circumstances"
"Excellent service, experienced staff and ease of transaction."
"I must admit that Cambridge wealth's presence has immensely helped me grow my investments close to my expectations which wasn't the case with my previous advisors. My entire investment-related concerns & queries were addressed in each of the sessions held by Aditya who was my dedicated counselor, especially in terms..."
"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!"
"You tend to forget about your portfolio until it is too late. I wasn't even aware how my folio was doing until Chinmay & team ran me through a multi-faceted analysis that showed me how I was doing. From there on, improving its quality with rich research from the Cambridge..."
"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..."
"A friend recommended Chinmay (Founder of Cambridge Wealth) a couple of years back to help me with my taxation and reinvestment of money when we sold off the property. The CW team has been very quick to respond and is available at any point in time with regard to almost..."
"Professionalism and innovation in service is what I experienced with Cambridge. The way they handle clients is very unique in Pune. Some of the services provided here are very innovative and unique."
"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 has been great. Very clear and thorough - highly recommended to anyone who is looking for efficient guidance in investment matters."
"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."
"I had a really great experience with Cambridge wealth. They manage all my investments and always give good advice."
"I would recommend Cambridge Wealth to anyone. They listened to my requirements and then came back to me with all my options. The advice was clear and tailored to my own circumstances"
"Excellent service, experienced staff and ease of transaction."
"I must admit that Cambridge wealth's presence has immensely helped me grow my investments close to my expectations which wasn't the case with my previous advisors. My entire investment-related concerns & queries were addressed in each of the sessions held by Aditya who was my dedicated counselor, especially in terms..."
"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!"
"You tend to forget about your portfolio until it is too late. I wasn't even aware how my folio was doing until Chinmay & team ran me through a multi-faceted analysis that showed me how I was doing. From there on, improving its quality with rich research from the Cambridge..."
"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..."
"A friend recommended Chinmay (Founder of Cambridge Wealth) a couple of years back to help me with my taxation and reinvestment of money when we sold off the property. The CW team has been very quick to respond and is available at any point in time with regard to almost..."
"Professionalism and innovation in service is what I experienced with Cambridge. The way they handle clients is very unique in Pune. Some of the services provided here are very innovative and unique."
"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 has been great. Very clear and thorough - highly recommended to anyone who is looking for efficient guidance in investment matters."
"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."
"I had a really great experience with Cambridge wealth. They manage all my investments and always give good advice."
"I would recommend Cambridge Wealth to anyone. They listened to my requirements and then came back to me with all my options. The advice was clear and tailored to my own circumstances"
"Excellent service, experienced staff and ease of transaction."
"I must admit that Cambridge wealth's presence has immensely helped me grow my investments close to my expectations which wasn't the case with my previous advisors. My entire investment-related concerns & queries were addressed in each of the sessions held by Aditya who was my dedicated counselor, especially in terms..."
"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..."
We combine rigorous proprietary research with transparent, client-first disclosure.
Multi-point systematic evaluation removes emotional bias from every fund selection decision.
Our Founder's Portfolio openly displays personal holdings, research data, and performance.
Unbiased counsel putting your financial growth first with no pushy sales tactics.
Leadership bringing over a century of cumulative professional industry experience.
Experienced wealth professionals committed to your financial success.
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.
SEBI ranks listed companies by market capitalisation: 1 to 100 is large-cap, 101 to 250 is mid-cap, and below 250 is small-cap. A mid-cap fund must keep at least 65% of its assets in that band. The label defines the size range, not the manager's style within it.
Speak with our wealth counsellors for research-backed portfolio guidance.
ARN 172841 licensed mutual fund distribution partner.
Recognized with 5 industry honors.
Client-first disclosure and research framework.
Share your current fund statements. Cambridge Wealth can review the underlying holdings across your mid-cap and small-cap schemes and show where the same stocks appear more than once.
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.