People Behind Cambridge Wealth
More than counselors, we are partners in your financial journey.
Founder's Note
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Our investment strategy and technology form the foundation of what we do, but what truly sets us apart is the people behind them. This team doesn't just manage wealth; they build lasting relationships founded on trust, integrity, and genuine care. Each person here understands that your financial future represents far more than numbers on a statement, it's your life's work, your family's security, and the legacy you'll leave behind. That's why they approach every decision with the same diligence they'd apply to their own families' futures.
Chinmay Kulkarni
Operations
Akash Parte
Portfolio Operations Specialist
Ensures accurate execution of all portfolio transactions and rebalancing activities.
Aishwarya Nale
Account Management Executive
Handles client onboarding, documentation, and account maintenance.
Aarya Dixit
Operations Associate
Supports seamless daily operations and client account servicing.
Aparna Suryawanshi
Transaction & Settlement Coordinator
Manages trade settlements and reconciliation across all custodians.
Research & Strategy
Chinmay Kulkarni
Strategy & Portfolio Construction
Designs portfolio strategies aligned with client goals and risk profiles.
Amruta Patil
Research Associate
Conducts research across asset classes and assists in portfolio monitoring.
Aditya Kaushik
Investment Research Analyst
Evaluates investment opportunities through fundamental and quantitative analysis.
Mihir Jagtap
Taxation & Strategy
Optimizes tax-efficient strategies and advises on regulatory implications.
Sahil Pandita
Data Research Analyst
Analyzes market data and trends to support investment decision-making.
Sangeeta Bhagwat
Market Strategy Analyst
Tracks macroeconomic indicators and market conditions for strategic positioning.
Client Experience
Omkar Sandhanshiv
System Interaction Designer Lead
Leads the design of how clients interact with our platforms and systems.
Ashlin John
Content & Communication
Crafts clear, compelling content that explains complex financial concepts.
Janmesh Shah
Visual Communication
Creates visual materials that simplify information and strengthen brand identity.
Saumya Srivastava
Service Experience Lead
Oversees the end-to-end client service journey and touchpoint optimization.
Manish Prasad
System Interaction Designer
Designs seamless workflows and interactions within client-facing systems.
Yashvardhan Borse
Experience Design Lead
Designs intuitive interfaces and visual experiences across client interactions.
Kshitij Deore
Service Experience
Enhances service delivery processes and client communication frameworks.
Technology
Chinmay Phadke
Product Manager
Defines product vision and roadmap for our technology platforms.
Vaibhavi Khedekar
Platform Development
Develops and enhances client-facing and internal technology platforms.
Rishubh Bijlani
Data Analytics
Builds analytics infrastructure and tools for portfolio insights and reporting.
Narayan Nalbhe
Systems & Infrastructure
Ensures system stability, security, and scalability across all infrastructure.
Atharva Thakur
Systems & Infrastructure
Maintains secure, reliable systems that power our operations.
Pranshu Chaurasia
Software Developer
Codes solutions that automate processes and improve platform functionality.
Compliance & Data Privacy
Apoorva Gadre
Compliance & Regulatory Manager
Ensures adherence to all regulatory requirements and compliance standards.
Ashish Nikhade
Data Security
Protects client data through robust security protocols and risk management.
Akash Chavan
Data Analytics
Monitors compliance metrics and analyzes data for regulatory reporting.
We are here to help
The difference between a comfortable retirement and an extraordinary one often comes down to a single decision: choosing the right partner.
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We don't believe in high-pressure sales tactics or one-size-fits-all solutions. We believe in conversations, honest, transparent discussions about where you are, where you want to be, and how we can help you get there.