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.
Investing in India from overseas can leave you dealing with tax documents from multiple platforms, intermediaries and timelines. A Tax Residency Certificate here, Form 10F there, TDS certificates and capital gains statements elsewhere — the paperwork can quickly become as complicated as the investments themselves. Cambridge Wealth helps NRI investors coordinate the investment documentation across the intermediaries involved, with scheme information organised around holding periods, exit terms and capital gains records — so you have the relevant information in place before making an investment decision.
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.
For an NRI, the problem is often not the tax return itself. It is piecing together what happened across multiple folios, platforms and intermediaries. One statement shows the sale. Another holds the TDS details. Capital gains may sit separately from the original investment records, while holding periods and transaction history have to be pieced together across accounts.Cambridge Wealth helps bring the investment documentation together across the intermediaries involved — including capital gains statements, TDS certificates, folio records and source-of-funds information — so your India investments are easier to track and hand over to your tax professional for filing.
"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."
"Cambridge Wealth has been great. Very clear and thorough - highly recommended to anyone who is looking for efficient guidance in investment matters."
"Cambridge Wealth is so helpful. No request is ever too small for them. Great service. I am regularly updated regarding my portfolio. Keep up with the good work!"
"I had a really great experience with Cambridge wealth. They manage all my investments and always give good advice."
"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..."
"Excellent service, experienced staff and ease of transaction."
"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."
"Cambridge Wealth has been great. Very clear and thorough - highly recommended to anyone who is looking for efficient guidance in investment matters."
"Cambridge Wealth is so helpful. No request is ever too small for them. Great service. I am regularly updated regarding my portfolio. Keep up with the good work!"
"I had a really great experience with Cambridge wealth. They manage all my investments and always give good advice."
"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..."
"Excellent service, experienced staff and ease of transaction."
"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."
"Cambridge Wealth has been great. Very clear and thorough - highly recommended to anyone who is looking for efficient guidance in investment matters."
"Cambridge Wealth is so helpful. No request is ever too small for them. Great service. I am regularly updated regarding my portfolio. Keep up with the good work!"
"I had a really great experience with Cambridge wealth. They manage all my investments and always give good advice."
"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..."
"Excellent service, experienced staff and ease of transaction."
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.
No. As an AMFI-registered Mutual Fund & SIF Distributor, Cambridge Wealth supports the investment documentation your tax position depends on — Tax Residency Certificates, Form 10F, TDS certificates and capital gains statements — coordinated across the intermediaries involved. Filing, and any opinion on your tax position, is a chartered accountant's work.
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.