First things first: Is Saving money & investing the same thing?
Savings and Investing, while often confused for the other, are two very different things.
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Saving fundamentally is about the security of your money and it coming back to you when you need it. However it does not help your money grow. Investments are fundamentally designed to help you actually Growth your money by making it work harder.
So how does it work?
Investments are the engines that drive your financial growth & help you achieve long-term goals.
Unlike savings, investments involve putting your money to work by purchasing assets that have the potential to increase in value over time.
At Cambridge Wealth, we help you do both. We are here to help you save effectively with Tax efficiency, as well a Grow your money through research-backed, expert-led Strategic Allocations.
If this sounds great, do not work. It is what we are here for. To make your financial journey rewarding, easy, systematic and safe.
So how does Research-backed Wealth perform differently than the tips I get from a single-advisor or my family?.
Over 30 years you can build unto 100x wealth than having invested in savings like FDs or Real Estate.
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Monthly SIP 50k invested in FD, RE and ASC between 2001 and 2023 have become 2.6 Cr in FD, 3.5 Cr in RE, 100Cr in ASC (graph to show)
Seems a bit daunting? Worry not, we are here every step of the way.
Here's how it works.
1. We begin with you, and your timelines, risk and comfort along with your dreams, goals and objectives. This is your wealth, your way.
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2. Our research algorithms and team of experts suggest options that can work best for you, and help you understand the Why and How of it. This is not an invest and forget process - it is important you are in full control of your wealth.
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3. Our Counsellor team gently and carefully guides you through each step. Got questions? Most welcome. Want to so slower or faster? We are here to support, not push or sell.
The Difference between Research-backed Expert-led and General Investing.
- I have heard about direct investing and tips from friends. Should I do it myself? Managed vs DIY.
- Where and do I invest? How do Investment products work? Product Universe and how suitability works.
- How should I select the right investment manager? How to evaluate a good portfolio manager. Personal to you: long term orientation, niche strategies, family orientation, personalised strategy, exclusive product and reliable team oriented to your interests, not commissions
A DIY Investment decision:
This can be a wise decision if you possess the time for thorough research and are skilled at exploring the complexities of the market and the economy.
This involves assessing performance, quantitively & qualitatively understanding how various variables impact sectors and stocks, and recognizing prevailing market trends.
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Where such a nuanced understanding can only be cultivated with over decades of hands-on experience in the market.
Seems interesting? Here's a bit more about how we can help. We are super excited to meet you!
- How can you help me Invest? How we help, guidance, research, execution, support, monitoring, rebalancing, growth. Service channels, team intro, model. Service Process, Transparency and service assurance, open comms channels, assisting team
- Why should I trust you? Transparency and Bank level security every step of the way. We never sell, only authentic guidance.
- What should I expect from my investments? Performance, Risk, Planning and Monitoring.
Experience the Cambridge Wealth Effect. Like thousands have.
Long term Orientation
Niche Strategies
Right Counselling
Personalised Solutions: Your wealth, your pace, your way.
Strategies oriented to your interests, not people selling you products
From the horse's mouth. Our Founder's promise and how we have built this over the last decade.
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A decade of outperformance, trusted by executives from Global Companies. (link to testimonials)
Our clients work at these companies: (logo wall - Google, Mornin Strat, Cummins, EY, PwC, KPMG, Colt, Prsdhant Company, Tata, Pushkar co, Bombay Canteen, BSS (if needed),
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A team that cares makes all the difference
Transparency
integrity
performance
guidance,
research,
execution,
support,
monitoring,
rebalancing,
growth
Personalized guidance you can rely on,
at a fraction of the cost.
While many investors tend to save money by trying to avoid management fees, it's worth understanding how a certain percentage of cost can compound and benefit you over time.
This extends to beyond just executing a few transactions, to selecting the right products from a product universe 1000+ Mutual funds, PMS, & AIFs availed in the market -
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With specialized strategies & personalized approaches aligned with your highest priorities. Incorporating active rebalancing and ongoing monitoring, ultimately maximizing performance simultaneously, allowing you to concentrate on what genuinely holds significance for you