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.
| Website | http://www.cambridgewealth.in/ |
| Employees | 23 (13 on RocketReach) |
| Founded | 2020 |
| Address | Prabhat Road, 1, Vatsala Bhuvan 759/70, Pune, Maharashtra 411004, IN |
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| Industry | Financial Services |
| Keywords | High Net Worth Individuals, Wealth Management, Financial Planning, Investment Strategies, Portfolio Management, Long-Term Investing, Retirement Planning, Wealth Creation, Wealth Building, Financial Advisor, Financial Security, Estate Planning, Tax Optimization, Investment Advice, Financial Consulting, Wealth Preservation, Risk Management, Financial Technology, Online Investing, Digital Wealth Management |
| Competitors | Merrill Lynch, HDFC Bank, Edelweiss Financial Services Limited, Axis Bank, Aditya Birla Capital, DSP Mutual Fund, Ing Vysya Bank is now Kotak Mahindra Bank, Icici Home Finance Company Limited. (Subsidiary Of Icici Bank), PMS AIF WORLD, UTI Mutual Fund +43 more (view full list) |
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13 people are employed at Cambridge Wealth.
Cambridge Wealth is based in Pune, Maharashtra.