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"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."
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Cambridge Wealth Частые Вопросы

  • Приложение Cambridge Wealth бесплатное?

    Да, Cambridge Wealth полностью бесплатное и не содержит встроенных покупок или подписок.

  • Является ли Cambridge Wealth фейковым или мошенническим?

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  • Сколько стоит Cambridge Wealth?

    Приложение Cambridge Wealth бесплатное.

  • Сколько зарабатывает Cambridge Wealth?

    Чтобы получить оценку дохода приложения Cambridge Wealth и другие данные AppStore, вы можете зарегистрироваться на платформе мобильной аналитики AppTail.

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Cambridge Wealth Отзывы Пользователей

Personalised Service

frusteted user hu be on

Индия

They've came up with personalised investment strategies that have consistently yielded decent returns. What sets them apart is their commitment to providing personalized service and regular communication.

Super Accessible and Its snappy responsive!

Jainuine Anand on

Индия

Whether it's through phone calls, emails, or face-to-face meetings, they have always made themselves accessible & responsive giving me a peace of mind, knowing that I can rely on them whenever I need guidance or have inquiries about my portfolio.

Very User Friendly

Whifty on

Индия

I've been using this app for a while now, and I'm impressed with its ease of use. It's intuitive and user-friendly, which has made managing my finances much easier.

Trustworthy

Mozoha on

Индия

I've been using this app for a while now, and I'm impressed with its security features. It's helped me to feel confident that my financial information is safe and secure

Awesome! Easy to navigate.

chinmay cp on

Индия

I have tried several other wealth management apps, but this one takes the cake. It is intuitive and easy to navigate and their dedicated support team is always available at a click of a button

Very good!🤌🏻

Rishubh Bijlani on

Индия

This app has completely transformed the way I manage my investments. It’s user-friendly and provides valuable in-depth insights on my investment portfolio before its too late!

Helped me with my portfolio analysis

Ashish40001 on

Индия

The app's asset allocation tool and analysis on my portfolio is really good. It's helped me understand and allocate my investments across different asset classes and track it better.

Gives personalised investment recommendations!

Solanki@7781 on

Индия

I love the personalised investments recommendations that this app offers. It considers my financial goals and risk tolerance into account to create a customised investment plan that I’m comfortable with and always keeps me in loop about any and all changes.

The best experience for my portfolio

SS Sheetal on

Индия

I’ve worked with wealth managers before, but the approach tends to be very limited and self-serving. When I met the team at Cambridge Wealth, I found them extremely knowledgeable, patient and acting on my behalf, which is what I was looking for. Today we share a relationship where I know I can trust them with my future.

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Cambridge Wealth Конкуренты

Name
Net Worth by BalanceViewer
Portfolio tracker. Investment
NSE Digital Exchange
Wealthy: Stocks & Mutual Funds
Manage your wealth on the go
My360 powered by Standard Bank
Vested: Save. Invest. Transact
Invest, Save, and Grow Wealth
Best Bank
Pockett - Money Manager
Expense | Budget | Investments
Zoho Payroll - Employee Portal
Employee self-service portal
iWealth MY
Roadmap to Financial Freedom

Cambridge Wealth Установки

30дн.

Cambridge Wealth Доход

30дн.

Cambridge Wealth Доходы и Загрузки

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Информация о приложении

Категория
Finance
Разработчик
Baker Street Fintech Private
Языки
English
Последнее обновление
2.8 (3 недели назад )
Выпущено
Dec 13, 2022 (2 года назад )
Обновлено
2 недели назад
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