Global Placements
Global Placements are overseas-oriented opportunities accessed through alternative structures with their own eligibility and liquidity terms. Cambridge Wealth provides product information.
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 firm for Mutual Funds and SIFs, provides scheme information on globally oriented products available through its product network and portfolio analysis of the holdings you share.
Scheme information, portfolio analysis and investment documentation for investors with India-linked and overseas exposure.
Global Placements are overseas-oriented opportunities accessed through alternative structures with their own eligibility and liquidity terms. Cambridge Wealth provides product information.
Overseas exposure often already sits inside India-domiciled funds of funds and international schemes. Cambridge Wealth runs portfolio analysis to show how much you hold.
Currency moves can change the home-currency result of overseas holdings even when markets are steady. Cambridge Wealth weighs India allocation against rupee-denominated goals.
Holdings in India and abroad bring DTAA forms, tax residency certificates and cross-border reporting papers. Cambridge Wealth organises these investment records.
Returning to India changes residency status, account types and how overseas holdings are reported. Cambridge Wealth supports return-to-India planning around investment records.
NRE and NRO accounts decide which funds can be repatriated and how India investments are routed. Cambridge Wealth shares information on account choice.
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 product 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 product universe.
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.
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.
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 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.
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 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 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.