Family Continuity
Family continuity looks at how holdings, nominations and folio ownership carry across generations. Cambridge Wealth reviews scheme information and portfolio records against each generation's timelines and liquidity needs.
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 firm for Mutual Funds and SIFs, 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.
Family continuity looks at how holdings, nominations and folio ownership carry across generations. Cambridge Wealth reviews scheme information and portfolio records against each generation's timelines and liquidity needs.
A family holdings review reads folios held by different members and intermediaries as one picture. Cambridge Wealth runs portfolio analysis for overlap, concentration and drift.
Illiquid alternatives such as private equity, structured credit, special situations and niche SPVs carry lock-ins and eligibility thresholds that suit only part of a family's capital. Cambridge Wealth provides scheme information on those available through its product universe.
Families across the US and India hold capital gains statements, TDS certificates and DTAA papers in both countries. Cambridge Wealth organises these records for the professionals handling each filing.
Will planning sits alongside the nominations, joint holdings and folio records a family holds. Cambridge Wealth organises these records so each one lines up with the will.
NRI family members hold India portfolios through NRE and NRO routes with separate KYC and FATCA papers. Cambridge Wealth provides portfolio analysis and documentation support.
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 firm for Mutual Funds and SIFs.
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 product 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.
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.
It means looking at a family's investment holdings, scheme information and related documents as one connected picture. Cambridge Wealth is an AMFI-registered firm for Mutual Funds and SIFs. 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.
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 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 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.