Tax-Residency Documentation Support
Support for assembling and maintaining Tax Residency Certificates, Form 10F, TDS certificates and capital gains statements across financial years that do not align.
For NRIs investing in India, tax documentation rarely sits in one place. Tax Residency Certificates, Form 10F, TDS certificates and capital gains statements can involve different intermediaries, formats and timelines — making it difficult to know what you need and when. Cambridge Wealth supports Pune-linked NRI investors with the investment documentation involved in their India-linked holdings, coordinating across the relevant intermediaries and keeping scheme information organised around holding periods, exit terms and other details relevant to tax reporting.
Documentation support and scheme information that make the tax consequence of an investment decision visible before you act.
Support for assembling and maintaining Tax Residency Certificates, Form 10F, TDS certificates and capital gains statements across financial years that do not align.
Compare schemes on structure, mandate, holding period and exit terms, including how each is treated for capital gains, so the tax consequence is visible before you transact.
Review holdings for allocation, overlap, liquidity and holding periods, so realisations can be sequenced with the tax position in view.
Keep NRE/NRO records, FATCA/CRS declarations and India-side investment documentation coordinated across the intermediaries involved.
Identify where weights have moved from your intended allocation, and what realigning within scheme mandates would involve including the tax consequence of selling.
Investing in India as an NRI is one thing. Keeping the documentation in order across tax residency, TDS, capital gains and multiple intermediaries is another. A missing Tax Residency Certificate, an incomplete Form 10F or a capital gains statement that arrives without the information you need can turn tax filing into a chase across platforms and providers. Cambridge Wealth helps Pune-linked NRI investors coordinate the investment documentation around their India-linked holdings, with relevant holding periods and exit terms organised alongside scheme information.
"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..."
"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."
"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"
"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..."
"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."
"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"
"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..."
"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."
"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"
Research-led distribution, organised around your goals and disclosed in writing.
A documented 108-point research framework evaluates 5,000+ Indian investment products on quantitative and qualitative factors before a scheme enters the distribution universe.
Tax Residency Certificates lapse annually and Form 10F has to be refiled; the records that reduce your withholding rate are only useful if they are in place before the deduction.
The Founder's Portfolio publishes the CIO's own allocation and quarter-by-quarter changes from 2008 onward, across several market cycles.
An AMFI-registered Mutual Fund & SIF Distributor, ARN-172841, providing remuneration disclosures in writing so you know how it is compensated before you transact.
Specialists across research, taxation, compliance, technology and 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.
Depending on your investments and tax position, you may need documents such as a Tax Residency Certificate, Form 10F, TDS certificates and capital gains statements. Cambridge Wealth can help coordinate investment-related documentation across the intermediaries involved.
Speak with our team for scheme information and clear next steps.
Registered distribution credentials, ARN-172841.
APMI Registration No.: APRN-01683.
ISO 9001 certified as a Mutual Fund Distributor.
Tell us where you are tax resident and what you hold in India. Our team will walk you through the records each holding needs and where a tax professional should take over.
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.