Portfolio Analysis
Review your existing investments through a structured, research-led lens to understand diversification, alignment with goals, and opportunities for thoughtful improvement.
Most households end up holding investments in more places than they intended: a few fund houses, an old employer scheme, some insurance-linked products, perhaps property. Each was a sensible decision on its own day. Together they can duplicate the same exposure and leave no clear view of what is actually held. Cambridge Wealth reviews the holdings across those folios, identifies where they overlap, and keeps the records in one place.
Integrated wealth solutions spanning investments, planning, taxation, succession, and long-term family financial goals.
Review your existing investments through a structured, research-led lens to understand diversification, alignment with goals, and opportunities for thoughtful improvement.
Review the holdings that sit against a retirement horizon, with scheme information across the relevant categories and a record of what each one costs.
Explore investment opportunities across markets with guidance designed for professionals, global Indians, and NRIs managing cross-border financial considerations.
Organize wealth transfer intentions, family priorities, and succession considerations through a coordinated estate planning approach.
Understand the tax implications of investment decisions, with transaction records organised for the professionals who prepare your filings.
Assess selected alternatives, private equity, structured credit, and special situations as part of a diversified wealth strategy.
Portfolios are rarely designed in one sitting. They accumulate: a scheme bought one year, another through an employer, a policy taken for tax reasons, a property. Each made sense at the time. The difficulty is that nobody sees the combined position, so the same large-cap stocks can sit inside four different schemes while a near-term goal has nothing liquid behind it. Cambridge Wealth reviews the underlying holdings across your folios to identify that overlap and consolidates the records into one place. What emerges is a factual picture of what is held and what it costs.
Discover how professionals, families, and global Indians approach long-term wealth decisions with Cambridge Wealth.
"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..."
"Cambridge Wealth has been great. Very clear and thorough - highly recommended to anyone who is looking for efficient guidance in investment matters."
"I had a really great experience with Cambridge wealth. They manage all my investments and always give good advice."
"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..."
"Cambridge Wealth has been great. Very clear and thorough - highly recommended to anyone who is looking for efficient guidance in investment matters."
"I had a really great experience with Cambridge wealth. They manage all my investments and always give good advice."
"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..."
"Cambridge Wealth has been great. Very clear and thorough - highly recommended to anyone who is looking for efficient guidance in investment matters."
"I had a really great experience with Cambridge wealth. They manage all my investments and always give good advice."
"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"
Our approach combines transparency, research, and personal accountability across every wealth decision.
Cambridge Wealth is an AMFI-registered Mutual Fund & SIF Distributor. The role, and how it is paid, is stated plainly rather than implied.
Structured research helps evaluate opportunities systematically and reduce emotional investment decisions.
Investment, taxation, estate, succession, and family priorities are considered together.
Support for India-based clients and NRIs navigating investments and financial decisions across markets.
Experienced specialists bring investment, taxation, market, service, 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.
Often less than it appears. Schemes from different houses frequently hold the same underlying stocks, so the same companies can sit in several places at once. Cambridge Wealth reviews the underlying holdings across your folios to show where that repetition sits.
Talk with our team about your financial goals and planning priorities.
AMFI-registered Mutual Fund & SIF Distributor credential, ARN 172841.
Company information identifies recognition through five awards.
Structured research supports disciplined investment analysis.
Bring statements from every fund house and account. Cambridge Wealth can consolidate the records, identify overlapping holdings and set out what the combined portfolio costs.
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.