Cambridge Wealth

Cambridge Wealth Baker Street Fintech Private Limited
AMFI Registered Mutual Fund Distributor & SIF Distributor ARN-172841
APMI Registration No: APRN-01683

Founded with a mission to solve wealth management for busy working professionals like you, Cambridge Wealth is a wealth management platform on a mission to democratize wealth strategies previously available only to HNIs and UHNIs. Founded by professionals from PWC, Barclays and American Express with over a decade of experience in managing wealth, our team of seasoned experts, have impacted over a

thousand crore of wealth assets over the last decade. At Cambridge Wealth, we understand that your wealth is more than just numbers on a balance sheet. It represents your hard work, your dreams, and your aspirations for the future. That's where we step in to help you with planning out your investments and managing risk, both at the same time, to help you protect and grow your assets. Awarded by BSE (Bombay Stock Exchange), as a recognition to delivering exceptional customer service, providing on-demand support and personalized insights that help you make informed decisions, you will have a dedicated counsellor available at your fingertips at any point in time. Leveraging that with technology, you get access to in-depth insights on your portfolio before anyone. Never stay in the dark ever again.

14/04/2024

How has the long-term investment story worked out for our investors?

Sheetal has been one of our esteemed investors for the past five years. Her portfolio has weathered the troughs and ups of the market. But how has the growth been, invested in a detailed, meticulous, personalized manner over the long term?

Let's hear her out...

11/03/2024

A Portfolio Management Service (PMS) is like a personalized mutual fund, designed specifically for your risk and return preferences. But what exactly sets PMS apart from regular mutual funds? And which one should you choose? Here's a simplified breakdown from Kulkarni.

Although PMS can be appealing, it comes with its risks. Find out more about these risks and how to pick the right PMS? http://surl.li/rlalv?utm_source=facebook&utm_medium=Zoho+Social

16/02/2024

What is the difference between a PMS and a Mutual Fund? While they can appear similar on the surface, there are a few specifications that can potentially maximize your portfolio returns over the long run by adding a PMS instead of a mutual fund.

Here's a quick guide on how a PMS differs from a mutual fund.

#2024 fund

05/02/2024

Can there be an option where you can customize your mutual fund? This is exactly what a PMS does. Know more about what a PMS exactly is.

26/01/2024
21/01/2024

While Investing my money what are a few factors that I should keep in mind? Should I go for the best product? Is it better to wait for the right time, or should I grab the right market opportunity? Let's break it down.

12/01/2024

What are the factors that I should keep in mind before investing my money?

11/01/2024

I have Rs 50K per month. Should I still consider investing with a professional team?

If you have a monthly savings of 50k, it may or may not be an option for you to consider investing with a professional team. However, it's crucial to make informed decisions for any amount of money that you cannot afford to lose. Know how...

Given the recent market volatility, it may be prudent to consider incorporating a downside element, such as debt or gold...
22/11/2023

Given the recent market volatility, it may be prudent to consider incorporating a downside element, such as debt or gold, into your equity portfolio to enhance stability.

However, identifying a fund that consistently generates returns while aligning with your investment objectives can be a daunting task.

Among HDFC Mutual Fund's diverse array of over 1000 Multi-Asset funds, the selection managed by Anil Bamboli can be a choice you can worth considering

Address

Pune

Alerts

Be the first to know and let us send you an email when Cambridge Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share