Taxation Guidance
Receive structured guidance on how taxation considerations may affect investment decisions, wealth plans, and long-term financial objectives.
Tax on an investment turns on details most people only revisit afterwards. When units were bought, what they cost, how long they were held, and which account the transaction ran through all shape the outcome. For NRIs the same holding can be reportable in two jurisdictions under different rules. The usual difficulty is not the rate but the records, which get assembled months later from statements spread across fund houses. Cambridge Wealth keeps those transaction records in one place and organises the documentation a chartered accountant will ask for.
Structured tax and wealth guidance for professionals, families, and NRIs managing investments and financial decisions in India.
Receive structured guidance on how taxation considerations may affect investment decisions, wealth plans, and long-term financial objectives.
Explore tax-conscious approaches within a broader wealth plan, with the relevant information set against your goals, investments, and financial circumstances.
Understand taxation considerations connected with international income, investments, residency, and financial relationships across India and other jurisdictions.
Receive guidance on regulatory considerations affecting cross-border investments, transfers, and financial arrangements involving India.
Understand how double taxation considerations may influence cross-border financial decisions and the coordination of Indian and international tax obligations.
Review account structuring considerations for NRIs seeking to organise Indian financial relationships alongside broader wealth objectives.
Capital gains depend on the purchase date, the cost of acquisition, the holding period and the units redeemed, and all of that sits in the transaction history rather than the current statement. Change one of those facts and the tax position changes with it. A switch between schemes counts as a redemption; a change of residency changes which account a transaction is recorded against. The problem is that the paperwork is usually assembled long after the decision, when statements are scattered across fund houses and years. Cambridge Wealth keeps those records organised so a tax professional works from a complete history rather than reconstructing it. Tax opinions remain with your qualified professional.
Explore how transparent wealth services support professionals, families, and globally connected Indians.
"The Cambridge Wealth team has been highly helpful in getting my current investments consolidated and restructured in an organized manner. They were one of the few wealth management service companies in Pune that never kept me in the dark about anything - right from Onboarding to active monitoring and rebalancing..."
"I had a really great experience with Cambridge wealth. They manage all my investments and always give good advice."
Tax documentation supported by investment research and full transparency on the registered role.
Investment and taxation specialists connect tax considerations with broader wealth decisions.
Structured research frameworks support disciplined analysis rather than emotionally driven financial decisions.
Founder’s Portfolio transparency and clear communication help clients understand the thinking behind the information shared.
Experience supporting globally mobile professionals and NRIs across India and international financial contexts.
Experienced specialists combine investment, taxation, research, and technology perspectives.
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.
Purchase dates, cost of acquisition, units redeemed and the redemption date for each transaction, plus the account each was made through. Current statements show holdings, not this history. Cambridge Wealth keeps that transaction record so it is ready when the filing is prepared.
Speak with Cambridge Wealth about your investment and taxation priorities.
Cambridge Wealth supports clients across India and globally through its NRI services and wealth services team.
India & Global NRI Services
Service Area
Pune, Maharashtra
Headquarters
4.6★ from 34 reviews
Client Rating
Connect with our team to discuss India or global NRI wealth needs.
Registered distributor with ARN 172841
Recognition reflecting Cambridge Wealth’s achievements
Client-interest focused wealth services approach
Bring your statements, folio details and any cross-border records. Cambridge Wealth can organise the transaction history and documentation your tax professional will need.
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.