Wealth Guidance
Review scheme information in the context of family priorities, time horizons and risk considerations. One-to-one conversations focus on what the product documents and holdings show, not on prescribing a personal strategy.
A family office, in simple terms, is a way of looking at a family's investments, records and cross-border requirements as one connected picture rather than separate products. For many professionals, NRIs and global Indian families, holdings sit across India and overseas accounts, different intermediaries and different document sets. That split makes it hard to see what is already held, what documentation sits where, and how India-linked schemes relate to the rest of the picture. Cambridge Wealth, as an AMFI-registered Mutual Fund and SIF Distributor, provides scheme information, portfolio analysis and documentation support so those investment records are easier to review together.
Scheme information, portfolio analysis, alternatives access and investment documentation for families and NRIs with holdings across borders.
Review scheme information in the context of family priorities, time horizons and risk considerations. One-to-one conversations focus on what the product documents and holdings show, not on prescribing a personal strategy.
Examine how existing investments sit together - diversification, concentration, overlap and drift - using a structured review of holdings and scheme information.
Access scheme and product information on alternatives available through Cambridge Wealth's distribution universe, including private equity, structured credit and related categories where eligible, with clear liquidity and risk disclosures from the documents.
Organise investment-related tax documents such as capital gains statements, TDS certificates and tax-residency papers across intermediaries. Filing and tax conclusions stay with your tax professional.
Organise investment nominations, folio records and holding statements that often sit beside succession work. Legal will drafting and estate advice remain with your legal professional.
Review information on globally oriented schemes and India-linked products available through the distribution network, with documentation support relevant to NRI and cross-border investing.
Many families hold investments across mutual fund folios, bank accounts, overseas platforms and different intermediaries. Each relationship keeps its own statements, so it is easy to lose track of what is already held and which documents belong where. For NRIs and global Indian families, India-linked schemes add KYC, tax-residency and account paperwork on top of that split. The practical problem is not a shortage of products. It is the difficulty of reading one clear investment picture. Cambridge Wealth reviews scheme information and portfolio holdings across the records you share, and helps organise investment documentation across intermediaries. That gives you a clearer view of existing exposure and product information before you speak with your tax or legal professionals about wider family matters.
How professionals, NRIs and families approach long-horizon investment conversations with clearer records and scheme information.
"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!"
"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..."
"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!"
"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..."
"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!"
"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..."
Why families and NRIs use Cambridge Wealth when investment holdings and documents span more than one country or intermediary.
Scheme information and portfolio analysis are presented without product pressure. Cambridge Wealth discloses in writing how it is compensated as an AMFI-registered Mutual Fund and SIF Distributor.
Cambridge Wealth uses a documented 108-point research framework to evaluate 5,000+ Indian investment products across quantitative and qualitative factors before they enter the distribution universe.
Support for professionals, NRIs and global Indians whose India-linked holdings connect with overseas accounts, KYC and cross-border documentation.
The Founder's Portfolio publishes the CIO's own allocation history over time, and conversations stay focused on what the scheme documents and holdings show.
Specialists across investment research, documentation, product and client 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.
It means looking at a family's investment holdings, scheme information and related documents as one connected picture. Cambridge Wealth is an AMFI-registered Mutual Fund and SIF Distributor. It provides portfolio analysis, scheme information and documentation support - not legal family-office administration.
Speak with Cambridge Wealth about scheme information, portfolio analysis and investment documentation.
Recognition reflecting Cambridge Wealth’s work as an AMFI-registered Mutual Fund & SIF Distributor.
AMFI registered distributor, ARN 172841.
Structured documented research supporting investment analysis.
Share your existing investment statements, scheme lists and cross-border documentation questions. Cambridge Wealth can help review the portfolio context and organise the investment records that sit behind them.
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.