Cambridge Wealth

"Still managing all your investments the old way? Well, look no further.

Cambridge Wealth brings not only the ease of tracking and managing your portfolio all at one place, but also give you real time insights and support on your portfolio, whenever you need it. Our expert Counsellor have more than 2 decades of experience in managing wealth for some of the most prestigious investors around the globe.Recognising the need for a Family Management Platform in India, our synchronised investment, legal and fiduciary recommendations, are tailored to meet your specific needs.

Real time insights:

• Upload a record of your existing investments and get instant review and rebalancing recommendations on your portfolio
• Real-time insights & analytics on your portfolio to mitigate unknown risks in the future
• Product Recommendations based on your risk appetite and investment actions.

Investment Counsellor support :

• Dedicated investment Counsellor to guide and recommend solutions tailored to your financial needs
• Schedule an online or in person meeting with your counsellor at any point of time .
• Need help planning your taxes? Our tax experts are at your service to help you plan your portfolio considering your taxation requirements.

Portfolio Monitoring:

• Review and rebalancing support via Personalized portfolio reviews designed to maximise your portfolio returns
• Our smart Portfolio track raises instant alerts to mitigate and hedge risk during extreme Volatility in markets & adjust to your investing style.
• Never be in the dark. All changes in your portfolio are executed only after your approval."