A Simple, Transparent Way to Build Wealth
At Cambridge Wealth, our process is built to remove noise, avoid complexity, and focus on what matters: disciplined investing aligned to your goals.
A Guided Journey, End-To-End
Discover & Diagnose
We start by understanding your goals, current assets, and life stage.
Outcome: A clear picture of “where you stand.”
Design the Plan
We map your goals into a structured mandate (risk band, return target, liquidity needs).
Outcome: A simple, goal-based plan you can understand at a glance.
Build the Portfolio
Assets are selected via our research framework, diversified, efficient, suitable.
Outcome: A portfolio aligned to your lifestyle and future milestones.
Implement with Care
Phased entries, clean execution, transparent reporting.
Outcome: No surprises, no hidden costs.
Review & Refine
Markets change, life changes, your plan adapts with both.
Outcome: Confidence and peace of mind over the long term.
Founder's Portfolio:
Where We Invest and Why
See the actual investments our founder holds, the research behind, and the performance over time, built on the same framework we use for you.
"If a strategy isn't good enough for my family's future, it's not good enough for yours. We don't have a separate playbook for ourselves. We're in this together, experiencing the same market conditions, the same volatility, and the same long-term growth."
Chinmay Kulkarni
Chief Investment Officer
The Math Behind the Method
Our 48-Point Research Framework
Systematic evaluation removing emotional bias from every investment decision.
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48 Data Points Across Every Asset
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Risk-Weighted Scoring System
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Quarterly Portfolio Reassessment
Global Perspective
Strategic opportunity scanning beyond domestic market limitations.
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Multi-Geography Opportunity Access
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Currency & Geopolitical Risk Management
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Low-Correlation Diversification
Evidence Over Opinion
Data-driven decisions grounded in verifiable facts, not market narratives.
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Verifiable Data-Backed Recommendations
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Backtested & Stress-Tested Strategies
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Independent Multi-Source Verification
Independent and Transparent
Fiduciary commitment placing your financial interests above all else.
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Legally Bound Fiduciary Duty
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Complete Cost & Performance Disclosure
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Open Research Methodology Access
Dive deeper — check out the full blog post.
