Illiquid Alternatives
Understand unlisted equity as part of the illiquid alternatives landscape, including potential risks, limited liquidity, and how the holding sits within a portfolio.
Unlisted shares are not traded on an exchange, so there is no daily price and no order book to sell into. A holding is usually valued from the last funding round, which can be months or years old, and an exit depends on a buyback, a secondary sale or an eventual listing. That makes the exit route the most important detail and the one most often left vague. Cambridge Wealth provides information on the unlisted holdings available, including how each is valued and what exit options exist.
Research-led support for evaluating, understanding, and integrating unlisted equity within broader wealth strategies.
Understand unlisted equity as part of the illiquid alternatives landscape, including potential risks, limited liquidity, and how the holding sits within a portfolio.
Review how unlisted holdings may fit alongside existing investments, diversification objectives, risk preferences, and long-term wealth goals.
Receive structured guidance on tax considerations related to unlisted equity, with attention to applicable rules and individual circumstances.
An unlisted holding has no exchange behind it, so selling depends on someone choosing to buy: a company buyback, a secondary transfer to another investor, or a listing at some future date. Each route has different timing and different conditions attached. The valuation on a statement usually reflects the last funding round rather than what a buyer would pay today. That figure can sit unchanged for a long time, then move sharply when a transaction finally happens. The practical problem is that investors weigh the entry valuation carefully and the exit route barely at all. Cambridge Wealth sets out the valuation basis, lock-in terms and available exit routes for each holding, alongside the rest of your portfolio.
See how transparent, research-led wealth guidance supports informed long-term investment decisions.
"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."
"I was referred to Cambridge Wealth by a friend who had earned very good returns on his investments. I had been investing in mutual funds for 3 years before coming here and had earned very little returns. Once I shifted to Cambridge Wealth I am receiving excellent returns. Their expertise..."
"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."
"I was referred to Cambridge Wealth by a friend who had earned very good returns on his investments. I had been investing in mutual funds for 3 years before coming here and had earned very little returns. Once I shifted to Cambridge Wealth I am receiving excellent returns. Their expertise..."
"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."
"I was referred to Cambridge Wealth by a friend who had earned very good returns on his investments. I had been investing in mutual funds for 3 years before coming here and had earned very little returns. Once I shifted to Cambridge Wealth I am receiving excellent returns. Their expertise..."
Research, transparency and portfolio review applied to complex, illiquid investment decisions.
Structured proprietary research helps evaluate opportunities systematically and reduce emotionally driven decisions.
Founder’s Portfolio transparency supports open conversations about investment thinking, risks, and alignment.
Unlisted equity is considered alongside broader family wealth, diversification, and long-term objectives.
Investment and taxation expertise helps Indian investors consider regulatory implications before making decisions.
Experienced professionals guiding complex wealth decisions with accountability and transparency.
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.
Through a company buyback, a secondary transfer to another investor, or an eventual listing. Each depends on someone else acting, so the timeline is not fixed. The holding terms state which routes are available and what consent is needed.
Speak with our team for clearer, research-led investment guidance.
Recognition referenced in company information
AMFI registration with ARN 172841
Client-first investment guidance approach
Bring the holding details you are considering. Cambridge Wealth can set out the valuation basis, lock-in period and exit routes, and show how the position sits against the rest of your portfolio.
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.