Cambridge Wealth vs Vealthx

Cambridge Wealth brings your investments, tax support and succession services together in one place, for professionals and family investments. Our service is unhurried and shaped around your needs, with investment, legal and fiduciary expertise working in step. Better Opportunities Each allocation is weighed against your goals, tax position and time horizon. Growth with liquidity: Equity, hybrid, debt and liquid mutual funds, by lump sum or SIP, keep large corpuses productive and accessible Income that anchors the portfolio: Private credit and bonds add a steady return base Access at HNI scale: Selective Alternatives, Specialised Investments and Portfolio Management Services through partner providers. Informed before you commit: Risk, liquidity, tenure and tax treatment laid out before capital moves Investment Safety Regulated framework: AMFI-registered (ARN 172841), within SEBI’s investor-protection framework Direct ownership: Investment units sit in your folio with the AMC and registrar. PMS holdings sit in your demat account with the partner portfolio manager Direct money flow: Investments go straight to the product provider. Redemption proceeds arrive straight in your bank account Secure access: Biometric login and OTP verification, on AWS infrastructure Recourse at hand: Grievance redressal through the AMC, SEBI SCORES and SEBI’s Smart ODR platform Active Monitoring Macro-Linked Positioning: Portfolios stay continously aligned to market environment: rates, inflation, liquidity, global risk factors. Active Portfolio Realignment: Allocation changes when the market changes or when the client’s life changes. Each realignment is explained with the reason and the intended outcome. What we watch: risk-adjusted returns against benchmark and peers, drawdown behaviour, and concentration across holdings, sectors and asset classes. Family-level exposure: Concentration across members and asset classes, side by side One set of numbers: Shareable reports keep you, your CA and your advisors aligned Expert guidance: Valuation, growth, quality and momentum metrics, for information Our Commitment Measurable progress: Retirement, wealth creation and preservation tracked against your targets Smooth wealth transition: Wills and trust services through partner legal professionals Verifiable terms: Registrations, risks and partner relationships stated upfront Service Orientation A dedicated team: Relationship manager, financial analyst and tax specialist working on your account Single point of contact: Investments, tax and succession under one relationship Tax clarity at filing time: Computation support, including capital gains Reviews on your calendar: Conversations scheduled around your time Investment Excellence A visible process behind every allocation. Profiled first: Risk capacity and appetite assessed before any capital is allocated Goal-linked allocation: Asset classes planned against your objectives Open to scrutiny: Products compared on risk, liquidity, tenure, tax treatment and cost Reviews with reasoning: Periodic portfolio reviews, with the thinking shared Specialists in step: Investment, legal and trust expertise aligned around your plan Disclosures Baker Street Fintech Private Limited | AMFI Registered Mutual Fund Distributor & SIF Distributor | AMFI Registration Number: ARN 172841 | APMI Registration No: APRN-01683 | Date of Initial Registration: 22-10-2020 | Current Validity of ARN: 21-10-2029 | Current Validity of SIF: 29-12-2028 Specialised Investment Funds, Portfolio Management Services, bonds and fixed deposits carry market, credit and interest rate risks. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance may or may not be sustained in future. Stock metrics are provided for information only.

VealthX is your all-in-one wealth management companion. Organize your assets, analyze your finances with powerful charts, and plan your family legacy — all in one secure and intuitive app. Key Features: Smart Dashboard: Get a complete overview of all your assets in one place. Advanced Analytics: Visualize your finances with interactive donut and bar charts. AI-Powered Search: Ask questions in plain language and get instant financial insights. Family Tree Management: Build and manage your family tree to plan inheritance and legacy. Privacy & Security: Your financial data stays encrypted and secure. VealthX makes managing wealth simple, insightful, and future-ready.