Taxation Guidance
Receive structured guidance on taxation considerations connected with investments and broader wealth decisions, with the relevant information aligned to your financial objectives and circumstances.
Holding investments in India while being taxed in the United States means two systems apply to the same asset, each with its own definitions of income, cost and timing. A gain realised in India may be reportable in the US in a different year and under a different treatment. Reporting obligations such as FBAR and FATCA attach to accounts rather than to returns. The difficulty is rarely the rate; it is producing a complete record for both sides. Cambridge Wealth keeps the India-side transaction records and documentation your tax professionals in each country will ask for.
Focused guidance for taxation, tax efficiency, cross-border considerations, and international tax treaty planning.
Receive structured guidance on taxation considerations connected with investments and broader wealth decisions, with the relevant information aligned to your financial objectives and circumstances.
Explore tax-conscious approaches as part of a broader wealth strategy. The team helps connect potential tax considerations with portfolio decisions, long-term goals, and family planning.
Understand taxation considerations when your financial life spans India and the United States or other jurisdictions, with support designed for globally connected professionals and families.
An India-domiciled investment held by a US taxpayer is measured twice: once under Indian rules and once under US rules, and the two rarely line up. Cost basis, holding period and the year a gain is recognised can all differ, and account-level reporting such as FBAR or FATCA runs separately from the return itself. A change of residency part-way through a year complicates it further. The common problem is that the India-side history is assembled late, from statements spread across fund houses, when a US preparer needs it in a particular form. Cambridge Wealth keeps those records organised so both professionals work from the same complete history. Tax opinions remain with your qualified professionals in each country.
See how thoughtful guidance can support more informed tax and wealth decisions.
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Tax support is connected to the wider financial decisions shaping your wealth.
Mihir Jagtap leads taxation strategy and advises on Indian and international regulatory implications.
Tax considerations are viewed alongside portfolios, family wealth goals, succession, and long-term growth.
Structured research helps bring consistency and discipline to complex investment and tax-related decisions.
A clearly stated registered role and no pushy sales keep conversations focused on information rather than product targets.
Experienced specialists bring investment, taxation, compliance, 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.
The purchase date, cost, units redeemed and the account each transaction ran through, on the India side. Your US preparer will need that history in their own format, often for years you have already filed. Cambridge Wealth keeps those records so they can be produced together.
Speak with the Cambridge Wealth team about your cross-border financial circumstances.
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Recognition reflected in company credentials
Client interests placed at the centre
Bring your India-side statements, folio details and account records. Cambridge Wealth can organise the transaction history your tax professionals in India and the US 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.