Wealth Services in Pune

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.

Mihir Jagtap is the Taxation and Strategy specialist 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.

Sahil Pandita is a Data Research Analyst at Cambridge Wealth, responsible for analyzing market data, economic indicators, and investment trends to support the firm's evidence-based decision-making process. He plays a key role in powering Cambridge Wealth's proprietary 108-point research framework, ensuring that every investment opportunity is evaluated with rigorous quantitative analysis. Sahil's work removes emotional bias from investment decisions, providing the team with actionable insights grounded in data. His analytical contributions directly support the firm's mission to deliver consistent, research-backed portfolio performance for high-performing professionals and NRI clients seeking long-term wealth creation across India and global markets.

Sangeeta Bhagwat serves as a Market Strategy Analyst 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.

Omkar Sandhanshiv leads System Interaction Design at Cambridge Wealth, overseeing how clients experience and navigate the firm's digital platforms and service systems. He is responsible for designing intuitive, seamless interaction flows that make complex wealth management tools accessible and user-friendly for clients across India and globally. Omkar ensures that every digital touchpoint — from portfolio tracking to service requests — reflects Cambridge Wealth's commitment to clarity and client-centricity. His work directly supports the firm's real-time portfolio tracking app, ensuring that clients can confidently monitor and engage with their investments. Omkar combines design thinking with a deep understanding of financial services to create experiences that build trust and confidence.

Ashlin John leads Content and Communication at Cambridge Wealth, crafting clear, compelling, and accessible content that bridges the gap between complex financial concepts and everyday client understanding. His work spans educational materials, platform content, client communications, and thought leadership pieces that reflect the firm's core values of transparency and integrity. Ashlin ensures that every piece of content empowers clients to make informed financial decisions with confidence. His ability to translate sophisticated investment strategies into plain, relatable language plays a vital role in building trust with Cambridge Wealth's diverse client base, including high-performing professionals, NRIs, and families navigating long-term wealth planning across India and international markets.

Janmesh Shah is the Visual Communication specialist at Cambridge Wealth, responsible for creating visual materials that simplify complex financial information and reinforce the firm's premium brand identity. From infographics and reports to digital assets and presentations, Janmesh ensures that Cambridge Wealth's communications are both visually compelling and easy to understand. His work supports the firm's commitment to transparency by making data, strategies, and insights accessible to clients at a glance. Janmesh collaborates closely with the content, design, and product teams to maintain a consistent visual language across all client-facing materials, strengthening brand recognition and trust among Cambridge Wealth's diverse clientele across India and global markets.

Saumya Srivastava serves as the Service Experience Lead at Cambridge Wealth, overseeing the end-to-end client service journey to ensure every interaction is seamless, personalized, and reflective of the firm's commitment to excellence. She maps and optimizes client touchpoints across the entire relationship lifecycle, from onboarding to ongoing advisory support. Saumya plays a pivotal role in maintaining Cambridge Wealth's high standards of client satisfaction, ensuring that professionals, NRIs, and families receive attentive, responsive, and high-quality service at every stage. Her work ensures that the firm's promise of personalized, one-to-one engagement is consistently delivered, building lasting client relationships grounded in trust and care.

Manish Prasad is a System Interaction Designer at Cambridge Wealth, focused on designing smooth, intuitive workflows and interaction patterns within the firm's client-facing platforms and systems. He works to ensure that every digital interaction — whether accessing portfolio data, initiating service requests, or navigating investment tools — feels effortless and logical for clients. Manish collaborates with the broader design and technology teams to translate complex operational processes into clean, user-friendly experiences. His contributions support Cambridge Wealth's mission to deliver a premium, transparent, and accessible digital wealth management experience for high-performing professionals, NRIs, and families managing their financial futures.

Yashvardhan Borse is the Experience Design Lead at Cambridge Wealth, responsible for designing intuitive interfaces and cohesive visual experiences across all client-facing platforms and interactions. He leads the effort to ensure that Cambridge Wealth's digital ecosystem — including its real-time portfolio tracking app — is not only functional but also engaging and easy to navigate. Yashvardhan combines user experience principles with a deep understanding of financial services to create designs that inspire confidence and clarity. His work ensures that clients can seamlessly interact with their wealth management tools at any time, from anywhere in the world, supporting Cambridge Wealth's global client base across India and NRI markets.

Kshitij Deore is a Service Experience specialist at Cambridge Wealth, dedicated to enhancing service delivery processes and strengthening client communication frameworks across the firm. He focuses on identifying opportunities to improve the quality, consistency, and responsiveness of client interactions at every stage of the wealth management journey. Kshitij works collaboratively with the service experience and operations teams to refine workflows, reduce friction, and ensure clients receive timely, thoughtful, and accurate support. His efforts contribute directly to Cambridge Wealth's reputation for exceptional, personalized service — a cornerstone of the firm's commitment to building long-term relationships with professionals, NRIs, and families across India and globally.

Chinmay Phadke is the Product Manager 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.

Vaibhavi Khedekar is a Platform Development specialist at Cambridge Wealth, focused on building and continuously enhancing the client-facing and internal technology platforms that power the firm's operations. She works to ensure that Cambridge Wealth's digital infrastructure is reliable, scalable, and aligned with the evolving needs of its clients and team. Vaibhavi collaborates closely with the product, design, and infrastructure teams to implement new features, resolve technical challenges, and elevate platform performance. Her contributions directly support the real-time portfolio tracking and reporting capabilities that Cambridge Wealth offers to professionals, NRIs, and families seeking seamless, technology-enabled wealth management experiences across India and global markets.

Rishubh Bijlani is a Data Analytics specialist at Cambridge Wealth, responsible for building the analytics infrastructure and reporting tools that provide deep portfolio insights for clients and the investment team. He transforms complex financial data into meaningful, actionable intelligence that supports smarter investment decisions and transparent client reporting. Rishubh's work directly powers Cambridge Wealth's proprietary research frameworks, enabling the systematic, data-driven evaluation of investment opportunities. His analytics capabilities also underpin the firm's real-time portfolio tracking features, giving clients clear visibility into their wealth performance. Rishubh's contributions ensure that data remains a core competitive advantage for Cambridge Wealth in delivering premium, research-backed wealth management.

Narayan Nalbhe leads Systems and Infrastructure at Cambridge Wealth, ensuring the stability, security, and scalability of all technology systems that underpin the firm's operations. He is responsible for maintaining the robust infrastructure that supports Cambridge Wealth's digital platforms, data pipelines, and client-facing services. Narayan's work ensures that the firm's technology operates reliably at all times, protecting sensitive client financial data and enabling seamless platform performance. His expertise in infrastructure management directly supports Cambridge Wealth's ability to serve a growing base of professionals, NRIs, and families with confidence and consistency. Narayan's contributions are foundational to the firm's reputation for trustworthy, secure, and high-performing wealth management services.

Atharva Thakur is a Systems and Infrastructure specialist at Cambridge Wealth, dedicated to maintaining the secure and reliable technology systems that power the firm's day-to-day operations. He works to ensure that all infrastructure components — from servers to data pipelines — remain stable, protected, and optimized for performance. Atharva collaborates closely with the broader technology team to proactively identify and resolve potential vulnerabilities, ensuring uninterrupted service for clients and internal teams alike. His commitment to operational reliability directly supports Cambridge Wealth's ability to deliver consistent, high-quality wealth management services to professionals, NRIs, and families across India and internationally, with the security and trust they deserve.

Pranshu Chaurasia is a Software Developer at Cambridge Wealth, responsible for coding solutions that automate internal processes and enhance the functionality of the firm's client-facing and operational platforms. He works to translate product and business requirements into efficient, reliable software that improves the overall performance of Cambridge Wealth's digital ecosystem. Pranshu collaborates with the product, design, and infrastructure teams to deliver technical implementations that are scalable and maintainable. His contributions help Cambridge Wealth continuously evolve its technology capabilities, supporting the firm's mission to provide a seamless, transparent, and high-performing wealth management experience for professionals, NRIs, and families across India and global markets.

Apoorva Gadre is the Compliance and Regulatory Manager at Cambridge Wealth, responsible for ensuring that all firm operations, investment strategies, and client interactions adhere to applicable regulatory requirements and compliance standards. She oversees adherence to SEBI regulations and other applicable financial laws, safeguarding both clients and the firm. Apoorva works closely with the legal and investment teams to integrate compliance considerations into every aspect of Cambridge Wealth's operations. Her expertise is central to the firm's fiduciary commitment, ensuring that client interests are always protected within a fully compliant framework. Apoorva's rigorous approach to regulatory oversight strengthens trust and integrity across all of Cambridge Wealth's services.

Ashish Nikhade is the Data Security specialist at Cambridge Wealth, responsible for protecting the sensitive financial and personal data of clients through robust security protocols, risk management practices, and proactive threat mitigation. He ensures that Cambridge Wealth's platforms and infrastructure meet the highest standards of data protection, safeguarding client information at every level. Ashish works closely with the systems, compliance, and development teams to implement security measures that are both rigorous and adaptive to evolving threats. His work directly supports the trust and confidence that Cambridge Wealth's clients — including high-performing professionals, NRIs, and families — place in the firm when sharing their most sensitive financial information.

Akash Chavan is a Data Analytics specialist at Cambridge Wealth with a focus on compliance metrics monitoring and regulatory data reporting. He builds and maintains the analytical tools and dashboards that help the firm track adherence to regulatory requirements and identify potential compliance risks before they escalate. Akash works closely with the compliance, legal, and data teams to ensure that all reporting obligations are met accurately and on time. His analytical capabilities strengthen Cambridge Wealth's ability to maintain a fully compliant, transparent operation, reinforcing the firm's reputation for integrity and ethical practice. Akash's contributions support the trust that clients place in Cambridge Wealth to manage their wealth responsibly.