Portfolio Analysis
Review your existing investments through a structured lens, helping identify portfolio strengths, risks, diversification needs, and alignment with long-term wealth objectives.
Wealth and tax questions rarely arrive one at a time. A single decision to sell a holding can touch capital gains, the records a chartered accountant will ask for, and what is left for the next generation. For professionals and NRIs, the same decision can also involve two tax jurisdictions and two sets of paperwork. The usual difficulty is not finding a product but keeping the records straight across all of it. Cambridge Wealth provides portfolio analysis, maintains the transaction records behind it, and supports the documentation your tax and legal professionals will need.
Integrated investment, tax, estate, retirement, and cross-border guidance designed around complex financial goals.
Review your existing investments through a structured lens, helping identify portfolio strengths, risks, diversification needs, and alignment with long-term wealth objectives.
Coordinate investment and wealth decisions with tax considerations, helping professionals, families, and NRIs pursue more informed, compliant financial strategies.
Plan how wealth may be organised and transferred across generations through thoughtful estate, succession, and family wealth structuring guidance.
Explore suitable alternative investment opportunities, including private equity, structured credit, special situations, and other less traditional strategies.
Build a long-term retirement strategy connected to your lifestyle goals, investment choices, income needs, and broader family wealth plan.
Receive guidance on international financial considerations, including cross-border taxation, repatriation, NRE/NRO structuring, and relevant regulatory implications.
Selling a holding, moving countries or passing assets on rarely stays a single transaction. Each one produces records that a chartered accountant, a lawyer or a registrar will later ask for, often years after the event. For NRIs the position is harder again, because the same holding can be reportable in two jurisdictions under different rules. The common problem is that the paperwork is assembled long after the decision, when statements are scattered across fund houses and accounts. Cambridge Wealth keeps the transaction records and portfolio analysis in one place and supports the documentation your tax and legal professionals require. Cambridge Wealth does not provide tax or legal opinions, which remain with your qualified professionals.
Discover how research-backed guidance supports professionals, families, and globally connected Indian investors.
"Professionalism and innovation in service is what I experienced with Cambridge. The way they handle clients is very unique in Pune. Some of the services provided here are very innovative and unique."
"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."
Our approach combines transparent information, disciplined research, and holistic wealth planning.
Cambridge Wealth is an AMFI-registered Mutual Fund & SIF Distributor. The role, and how it is paid, is stated plainly rather than implied.
A documented 108-point research framework is applied to more than 5,000 Indian investment products before any scheme enters the reviewed universe.
Investment records, tax documentation, retirement horizons and estate paperwork are handled together, so the same statements do not have to be gathered twice.
Cross-border documentation support for NRIs, including which account each transaction is recorded against and what the relevant jurisdiction requires.
Experienced specialists work together across investments, taxation, research, and client 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.
It is usually not a single threshold but the number of moving parts: several fund houses, more than one account type, property, and sometimes a second country. Once statements sit in different places, assembling them for a tax filing or a succession event takes real effort. Cambridge Wealth keeps those transaction records and portfolio analysis together.
Speak with Cambridge Wealth about your investment and tax planning needs.
Recognition reflecting Cambridge Wealth’s work and presence.
Registered distributor with ARN 172841.
Recognised through strong client review feedback.
Bring your existing statements, folio details and any cross-border records. Cambridge Wealth can organise the portfolio information and documentation your tax and legal professionals will ask for.
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.