Portfolio Analysis
Review your current holdings for allocation, scheme overlap, concentration, liquidity, and how present weights sit against the allocation you originally set.
Managing wealth becomes more complex as your goals multiply — building capital, planning for retirement, maintaining liquidity or setting aside wealth for the next generation. The investments serving those goals need to be considered against different timelines and risk considerations. Cambridge Wealth is an AMFI-registered Mutual Fund & SIF Distributor working with professionals, families, HNIs and NRIs from Pune. Its goal-linked distribution process brings the relevant scheme information, timelines and portfolio considerations together, so you can see how your investments relate to the goals they are intended to serve.
Research-led distribution and portfolio support, organised around your goals, timelines, liquidity needs and risk considerations.
Review your current holdings for allocation, scheme overlap, concentration, liquidity, and how present weights sit against the allocation you originally set.
Identify where market movement has pulled weights away from your intended allocation, and what realigning within the relevant scheme mandates would involve.
Compare schemes across mutual funds, SIFs and other eligible categories on structure, mandate, underlying holdings, liquidity and exit terms.
Connect a retirement timeline to an allocation framework and the scheme categories that suit its horizon, liquidity needs and repatriation requirements.
Support for NRE/NRO records, FATCA/CRS declarations, tax-residency documents and Form 10F, coordinated across the intermediaries involved.
Investments rarely arrive as a complete portfolio. One scheme is bought for growth, another for a tax-saving requirement, another because a particular opportunity came up. Over time, these individual decisions can leave you with a portfolio that looks diversified but does not clearly reflect the allocation your goals require.Cambridge Wealth starts the process with your goals, timelines and liquidity needs, then works backwards to the allocation and schemes that fit within it.
"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..."
"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 have been a customer of Cambridge since its inception and I have always been completely satisfied with the service received. The advisors have always come up with appropriate solutions for all my investment queries."
"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..."
"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..."
"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 have been a customer of Cambridge since its inception and I have always been completely satisfied with the service received. The advisors have always come up with appropriate solutions for all my investment queries."
"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..."
"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..."
"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 have been a customer of Cambridge since its inception and I have always been completely satisfied with the service received. The advisors have always come up with appropriate solutions for all my investment queries."
"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..."
"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..."
A research-led distribution approach, 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.
Scheme information is organised around your stated goals, timelines, liquidity needs and risk considerations, so each investment has a clear context and purpose.
A Pune-based team working with resident professionals, families and Global Indians, with calls scheduled around your time zone rather than IST.
See your holdings and gains, and receive Cambridge Wealth's remuneration disclosure 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.
Cambridge Wealth operates as an AMFI-registered Mutual Fund & SIF Distributor and is compensated through commission and trail income received from asset management companies, with no fee charged to you. Product-level costs such as expense ratios and exit loads are set out in each scheme's own documentation. Ask for the remuneration disclosure in writing before you transact.
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.
Share your goals, timelines and current holdings. Our Pune team will walk you through the scheme categories open to you and what each one needs by way of documentation.
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.