Cambridge Wealth vs Samar Capital

"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." Baker Street Fintech Private Limited AMFI Registered Mutual Fund Distributor & SIF Distributor AMFI Registration Number: ARN 17284 APMI Registration No: APRN-01683

Your wealth, clearly in view. The Samar Capital app is your personal window into your investment portfolio - built for clients who want clarity, not complexity. Whether you're checking in on your returns or reaching out to your Relationship Manager, everything you need is right here. PORTFOLIO VISIBILITY, THE WAY IT SHOULD BE - View your entire investment portfolio in one consolidated place - across mutual funds, fixed income, and alternative assets - Drill down from family-level holdings to individual schemes and their full transaction history - Track the metrics that matter: XIRR, absolute returns, and capital gains - at every level of your portfolio - Access portfolio insights and analytics derived from your actual holdings and performance EVERYTHING SAMAR OFFERS, ONE CONVERSATION AWAY Samar Capital gives you access to a wide range of investment products - from equity mutual funds and bonds to fixed deposits, MLDs, InvITs, REITs, AIFs, and more. To explore any of these or discuss what's right for your goals, simply reach out to your Relationship Manager directly from the app. - View your RM's contact details - phone, WhatsApp, and email - Connect instantly via native calling, WhatsApp, or email - without leaving the app - Your RM is just a tap away for portfolio reviews, new investment ideas, or any questions SECURE AND BUILT FOR YOU - Fast, secure login with OTP and a personal PIN - Biometric support - Face ID and fingerprint - for quick, safe access - Available exclusively to onboarded Samar Capital clients Wealth management is a partnership. The Samar Capital app is where that partnership lives.