Cambridge Wealth

We understand crafting wealth takes time, and thus our advice is never hurried and never sold. We patiently understand your needs, construct a durable and growth-oriented portfolio carefully tailored to them. Building, maintaining and growing not just a corpus for an individual, but a sustainable legacy for the family requires a unique set of co-ordinated expertise and skills. Recognising the need for a Comprehensive Family Management Platform in India, Cambridge Wealth was founded with the objective of providing synchronised investment, legal and fiduciary advice, tailored to meet your specific needs.

Premium Wealth Management:
Family office with dedicated Private banker, Financial analyst & Tax advisor. Your private CFO that will organise assets, liabilities across your family, trust, companies and institutions.
Family dashboard with deep analytics & custom reports.
Financial planning for Retirement, Wealth & Preservation.
Risk profiling & management, Asset allocation. Monthly audits & risk analysis, Customised research & advisory.
Complete tax management & computation services.
Succession planning, Wills & Trust services.

Smart Tech, Simple Design
Our platform is simple, intelligent and user-friendly. Track your investments & Mutual Funds.
Single click auto import your Mutual Funds, from Online or offline broker, Banks, Advisors such as Groww, ETmoney, PayTM money, Zerodha Coin, CAMS, KARVY, HDFC, IIFL, Kotak Wealth, Motilal, FundsIndia, Wealthtrust, myCAMS, MFutility
Automatically generate your Combined Account statement (CAS) for Mutual Funds

Track your investments: stocks and shares for FREE.
Auto import stocks & shares portfolio across brokers such as Zerodha, 5Paisa, Angel Broking, IIFL, Motilal Oswal, Share Khan, UpStox, HDFC securities, ICICI Direct, etc.
Real time updates on your stocks & shares with recommendations: Buy, Sell, Hold.
Get analytics: Valuation(PE, Price to Book), Growth, Quality & Momentum.

Track your Bonds, Fixed Deposits, Public Provident Fund (PPF), Portfolio Management Schemes (PMS), Real estate for FREE

Invest in Mutual Funds
LumpSum or SIP investments. Earn upto 1.5% extra.
Sell & Redeem. Money comes directly to your bank account.
Rebalancing & switching tips for more returns.
Taxation on capital gains on mutual funds including tax saving tips
Choose from over 1000 FREE Mutual Funds.

Invest in Fixed Deposits (FD), Bonds: safe, secure & AAA rated. Choose from 1000+ Bonds. Get higher returns than bank deposits, grow your money.

Invest in Shares, Stocks: Invest via top rated Portfolio Management Schemes (PMS) that have consistently beaten the benchmark. Get higher returns & grow your money.

Invest in US Stocks & Shares: Invest in NASDAQ listed shares such as Apple, Google, Facebook, Amazon, Netflix & ETFs on NASDAQ. Safe & Secure. No minimum deposit, Fractional investing. Buy, Sell anytime.

Cambridge Wealth App is safe & secure:
SEBI regulated. Member of BSE Star (Bombay stock exchange).
Stringent privacy policy.
Securely hosted on AWS Mumbai (Amazon).
Biometric on app with OTP access. Family control.

Invest in Mutual Funds across categories like Large Cap Equity Mutual Funds, Index Funds, Arbitrage Funds, Mid Cap Mutual Funds, Multi Cap Mutual Funds, Small Cap Mutual Funds, Overnight Funds and Liquid Funds, Debt Funds, Hybrid Funds.