Global Placements
Explore investment opportunities across international markets with guidance focused on diversification, suitability, transparency, and alignment with your broader financial objectives.
A global investment approach looks at India-linked and overseas market exposure together, not as separate decisions made in isolation. For professionals, NRIs and globally connected families, holdings often sit across India mutual fund folios, overseas platforms and different intermediaries. That split can make it hard to see how much international exposure already exists, how currency can affect reported outcomes, and which documents belong to which account. Cambridge Wealth, as an AMFI-registered Mutual Fund and SIF Distributor, provides scheme information on globally oriented products available through its distribution network and portfolio analysis of the holdings you share.
Scheme information, portfolio analysis and investment documentation for investors with India-linked and overseas exposure.
Explore investment opportunities across international markets with guidance focused on diversification, suitability, transparency, and alignment with your broader financial objectives.
Review your existing holdings, risk exposure, diversification, and strategic alignment to identify opportunities for a more coherent global investment approach.
Understand how currency movements may affect international assets and plan exposure with a strategy that reflects your objectives and cross-border circumstances.
Coordinate investment decisions with relevant cross-border tax considerations, helping globally mobile professionals and NRIs pursue more informed financial choices.
Receive guidance on investment-related considerations under applicable FEMA requirements, supporting more organised and compliant cross-border wealth decisions.
Assess how NRE and NRO account structures may fit into your wider investment, cash-flow, repatriation, and wealth-management requirements.
Global investing is not only about buying an overseas product. It is about understanding how India-domiciled schemes, foreign-market holdings and cash accounts sit together. Many investors discover that international exposure already exists inside India mutual fund portfolios, while other holdings sit on overseas platforms with different statements and timelines. Currency moves can change the home-currency result even when the underlying market is steady. The practical problem is reading one coherent picture of what is already held. Cambridge Wealth reviews the holdings and scheme information you share to identify overseas exposure already present and provides information on India-domiciled and globally oriented schemes available through its distribution universe. That gives a clearer record of existing global exposure before you discuss tax or legal questions with the relevant professionals.
How professionals and NRIs approach long-horizon conversations about India-linked and overseas holdings 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!"
"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..."
"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."
"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!"
"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..."
"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."
"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!"
"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..."
"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."
Why investors use Cambridge Wealth when international exposure sits across more than one folio, platform or country.
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.
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.
Support for NRIs and globally connected clients on investment documentation, KYC-related records and scheme information that connects India-linked holdings with overseas accounts.
Review holdings with portfolio visibility tools and one-to-one conversations focused on what scheme documents and statements show, scheduled across convenient time zones where needed.
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 India-linked and overseas market exposure as one picture. That includes scheme information, existing holdings across folios and platforms, and the documents attached to each account. It is not only purchasing an overseas product in isolation.
Speak with Cambridge Wealth about scheme information, portfolio analysis and investment documentation.
Registered distributor with ARN 172841
Recognition reflected in company credentials
Structured analysis supporting informed investment decisions
Share your investment statements, scheme lists and questions about overseas exposure. Cambridge Wealth can help review the portfolio context and scheme information behind the holdings you already have.
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.