Portfolio Analysis
Review your existing investments through a structured lens to understand diversification, risk exposure, alignment with goals, and opportunities for more intentional portfolio decisions.
Protecting what has been built is a different problem from building it. The holdings that grew a portfolio are often the ones that move most, and as goals come closer that volatility starts working against you. Succession adds a second layer, since assets pass through nominations, account structures and paperwork that rarely get revisited. Cambridge Wealth reviews the holdings already in place, keeps the records that succession depends on, and provides scheme information across the relevant categories.
Integrated investment, planning, tax, and succession guidance designed around your goals, responsibilities, and long-term wealth journey.
Review your existing investments through a structured lens to understand diversification, risk exposure, alignment with goals, and opportunities for more intentional portfolio decisions.
Review the holdings that sit against a retirement horizon, with scheme information across the relevant categories and the records behind them.
Receive information across wealth creation, protection, and transfer, supported by research, transparent conversations, and a long-term perspective.
Organise your wealth transfer intentions with thoughtful estate planning that considers family priorities, succession, and the continuity of your financial legacy.
Make investment and wealth decisions with greater awareness of applicable taxation considerations, including guidance relevant to Indian and globally mobile clients.
Explore selected alternative investment opportunities, including illiquid alternatives, private equity, structured credit, and other specialised strategies where appropriate.
The holdings that build a portfolio tend to be the ones that move most, which is exactly what you want early and exactly what works against you as a goal approaches. Two things change the picture: horizons shorten every year while allocations stay put, and succession depends on nominations and account records that are set once and rarely checked. The common problem is treating growth and protection as the same task, so nothing shifts until an event forces it. Cambridge Wealth reviews the existing holdings against the horizons they serve and keeps the documentation that succession relies on. Legal instruments remain with a qualified lawyer.
See how thoughtful guidance and transparent investment conversations support long-term wealth decisions.
"I was facing issues managing my portfolio regularly on an excel with investments across different assets without a definitive approach. Cambridge Wealth has helped me significantly get my entire portfolio in a structured manner with well researched solutions behind each of the choices that we made, improving my overall portfolio..."
"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 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!"
"Excellent service, experienced staff and ease of transaction."
"I was facing issues managing my portfolio regularly on an excel with investments across different assets without a definitive approach. Cambridge Wealth has helped me significantly get my entire portfolio in a structured manner with well researched solutions behind each of the choices that we made, improving my overall portfolio..."
"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 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!"
"Excellent service, experienced staff and ease of transaction."
"I was facing issues managing my portfolio regularly on an excel with investments across different assets without a definitive approach. Cambridge Wealth has helped me significantly get my entire portfolio in a structured manner with well researched solutions behind each of the choices that we made, improving my overall portfolio..."
"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 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!"
"Excellent service, experienced staff and ease of transaction."
A transparent, research-led approach helps connect investment decisions with your wider financial life.
Structured research frameworks support disciplined investment decisions and help reduce emotional bias.
Cambridge Wealth is an AMFI-registered Mutual Fund & SIF Distributor, and the role and its remuneration are stated plainly rather than implied.
Holdings are reviewed against the horizon each goal needs, so timing is visible alongside allocation.
Guidance supports professionals, families, and NRIs navigating wealth decisions across India and global markets.
Experienced specialists bring investment, taxation, research, technology, and client support together.
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.
Start by seeing which holdings currently sit against which horizon, since most portfolios carry no such labels. Once the pairing is visible, the mismatch usually is too. Cambridge Wealth reviews existing holdings against the horizon each goal needs.
Speak with our team about a more considered and transparent wealth strategy.
Registered distributor with ARN 172841
Recognition reflecting the firm’s work and client focus
Transparent view of the founder’s investments and research
Bring your current holdings, nomination records and account details. Cambridge Wealth can set them against the horizons each goal needs and show what the succession paperwork currently says.
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.