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WE MATCH YOUR OBJECTIVES TO THE RIGHT PORTFOLIO.

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All weather portfolio
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High Alpha Portfolio
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Investment Scientifically

INVEST SCIENTIFICALLY BACKED BY BEST SERVICES

Every Investments must have a scientific approach. Wealth Redefine delivers the mutual fund services based on scientific research and services by our experts. You can only earn more when you approach your investments logically and scientifically. Wealth Redefine helps you on delivering the best services.

LET EXPERTS HELP ME

Get the help from professional financial experts to design and manage your portfolio. Financial consultants will remain in constant touch with you to review your portfolio and will help with services & execution when required.

Import Your Existing Portfolio
My Portfolio

MAKE YOUR PORTFOLIO SMART

Wealth Redefine helps to make a customised portfolio for you with its own strategy and services. Different strategies and approach on your portfolio will help your portfolio to become SMART and reach your GOAL much faster than before.

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OUR

TRUSTED PARTNERS

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Fund Houses

Wealth Redefine is associated with almost every renowned fund houses to provide the best of services and funds. We choose the fund houses carefully to provide the best value for our esteemed clients.

DSP Mutual Fund
Edelweiss Mutual Fund
Franklin Mutual Fund
HDFC MUTUAL FUND
ICICI MUTUAL FUND
Kotak Mutual Fund
L&T Mutual Fund
Nippon India Mutual Fund
SBI Mutual Fund

Online partners – NSE and BSE

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AUTO TRACK YOUR PORTFOLIO

Wealth Redefine provides online and app based portfolio management. You can track your portfolio as well as changes in your portfolio if you want. You can auto track your portfolio anytime anywhere.

Track your portfolio

Testimonials

Kalyan Kumar

Soumya was introduced to me by a CXO friend who had recommended him highly. But it was his ability to advise me honestly and tell me "what NOT to do" - that was something that earned my trust. Even more importantly, its the numbers that speak well for him, and consistently so. Soumya has a persona that is refreshing from the ilk of financial advisors hustling for their business. I have since then recommended Soumya to my closest friends, family and biz partners whom he has nurtured well.
kalya

Founder & CEO

Testimonials
2018-06-18T14:24:04+00:00

Founder & CEO

kalya
Soumya was introduced to me by a CXO friend who had recommended him highly. But it was his ability to advise me honestly and tell me "what NOT to do" - that was something that earned my trust. Even more importantly, its the numbers that speak well for him, and consistently so. Soumya has a persona that is refreshing from the ilk of financial advisors hustling for their business. I have since then recommended Soumya to my closest friends, family and biz partners whom he has nurtured well.

Sanjay Sharma

Greetings!
At the outset I would like to Appreciate & Thank you for all the efforts being put in by you in advising & managing the investment of my family & me.
It has been truly an outstanding experience to work with you & you are an integral part & reason of my abundance.
Thank you!
I am sure with you around my journey towards being financially independent will be smooth & SOONER THAN EXPECTED.
I can still remember our first interaction to start with a small amount of SIP 4 years ago to the colossal investment today. The credit goes to your sincere approach towards a client. Keep it up!
Wish you Success & Happiness always!
sanjay sharma

Executive Director

Testimonials
2018-06-18T14:08:12+00:00

Executive Director

sanjay sharma
Greetings! At the outset I would like to Appreciate & Thank you for all the efforts being put in by you in advising & managing the investment of my family & me. It has been truly an outstanding experience to work with you & you are an integral part & reason of my abundance. Thank you! I am sure with you around my journey towards being financially independent will be smooth & SOONER THAN EXPECTED. I can still remember our first interaction to start with a small amount of SIP 4 years ago to the colossal investment today. The credit goes to your sincere approach towards a client. Keep it up! Wish you Success & Happiness always!

Sandeep Mehta

“I met Mr. Soumya Sarkar (Founder of Wealth Refine) in early half of year 2014. Initially quick service, and later his quality advice on investments impressed me. He has been my investment advisor ever since. My investments have consistently been performing much higher than average market returns. I would happy recommend Wealth Redefine to those who need customised investment solutions as per their specific needs – Sandeep Mehta.
sande

General Manager

Testimonials
2018-06-18T14:34:09+00:00

General Manager

sande
“I met Mr. Soumya Sarkar (Founder of Wealth Refine) in early half of year 2014. Initially quick service, and later his quality advice on investments impressed me. He has been my investment advisor ever since. My investments have consistently been performing much higher than average market returns. I would happy recommend Wealth Redefine to those who need customised investment solutions as per their specific needs – Sandeep Mehta.

Chanchal Sanyal

I have met wealth managers and I have met wealth managers. And have been singularly unimpressed. They all have been uniformly interested only in meeting their targets and increasing their AUM number. And then, I met Soumya. Direct, honest, incisive advice. Clear, methodical and regular check and display of portfolio. Timely and sensitive updates from the market. And of course, regular returns on investment. Soumya is a revelation! I am very glad to have found him. Needless to say he now manages both my personal as well as my corporate funds. May his tribe increase!
chan

Founder & CEO

Testimonials
2018-06-18T14:22:42+00:00

Founder & CEO

chan
I have met wealth managers and I have met wealth managers. And have been singularly unimpressed. They all have been uniformly interested only in meeting their targets and increasing their AUM number. And then, I met Soumya. Direct, honest, incisive advice. Clear, methodical and regular check and display of portfolio. Timely and sensitive updates from the market. And of course, regular returns on investment. Soumya is a revelation! I am very glad to have found him. Needless to say he now manages both my personal as well as my corporate funds. May his tribe increase!

Gurarpan Singh Sohi

"I used to be an active investor since beginning but when I met Soumya whose guidance and recommendations has helped us to fetch higher returns on our portfolio. Thanks to you and your team who completely understood our future financial needs and are helping us to create a corpus for our retirement. Soumya’s passion, depth of knowledge and genuine interest in his client’s requirement elicits my trust in him and I highly recommend him to anyone who is looking to achieve better financial outcomes."
Gurarpan Singh Sohi

Assistant Vice President

Testimonials
2016-03-01T08:00:59+00:00

Assistant Vice President

Gurarpan Singh Sohi
"I used to be an active investor since beginning but when I met Soumya whose guidance and recommendations has helped us to fetch higher returns on our portfolio. Thanks to you and your team who completely understood our future financial needs and are helping us to create a corpus for our retirement. Soumya’s passion, depth of knowledge and genuine interest in his client’s requirement elicits my trust in him and I highly recommend him to anyone who is looking to achieve better financial outcomes."

Harpreet Singh Pannu

I did not get the time to thank you for looking after my funds. I thought I should appreciate the hard work you put in. I wanted to thank you for the time and energy you put in to making a financial plan for me. I have only been associated with you for a little over three years, I feel I have someone whom I can talk to any time for all my financial deals besides my funds, sometimes they are out of your scope of your commitment. You are dedicated and like a friend to our organization and my family and myself. Once again thank you for managing my portfolio and looking forward to a long term relationship. I wish you luck.
harpreet

MD/CEO
TREND CONSULTANTS PVT LTD

Testimonials
2016-03-01T08:03:56+00:00

MD/CEO
TREND CONSULTANTS PVT LTD

harpreet
I did not get the time to thank you for looking after my funds. I thought I should appreciate the hard work you put in. I wanted to thank you for the time and energy you put in to making a financial plan for me. I have only been associated with you for a little over three years, I feel I have someone whom I can talk to any time for all my financial deals besides my funds, sometimes they are out of your scope of your commitment. You are dedicated and like a friend to our organization and my family and myself. Once again thank you for managing my portfolio and looking forward to a long term relationship. I wish you luck.

Sunil Kumar Srivastava

I contacted Wealth Redefine for advice on investment in SIP mutual funds. They advised me on how to better realise my goals, keeping in mind the risk involved in investment. I would recommend them to my friends who are planning to invest in mutual funds
sunil

Head –Compliance

Testimonials
2018-06-18T14:12:57+00:00

Head –Compliance

sunil
I contacted Wealth Redefine for advice on investment in SIP mutual funds. They advised me on how to better realise my goals, keeping in mind the risk involved in investment. I would recommend them to my friends who are planning to invest in mutual funds

Suresh & Kiran Motiani

I am very much thankful to Wealth Redefine and specially to Mr. Rishabh Gupta for his continuous support even beyond the office hours. He is always there whenever I needed his expertise. All my investment decisions were taken only after discussion with him. Last two years with Wealth Redefine was a wonderful journey and hope to continue the same in years to come. Best Wishes to Wealth Redefine we will grow!
Suresh & Kiran

Director

Testimonials
2020-10-07T10:03:55+00:00

Director

Suresh & Kiran
I am very much thankful to Wealth Redefine and specially to Mr. Rishabh Gupta for his continuous support even beyond the office hours. He is always there whenever I needed his expertise. All my investment decisions were taken only after discussion with him. Last two years with Wealth Redefine was a wonderful journey and hope to continue the same in years to come. Best Wishes to Wealth Redefine we will grow!

Dilip Bhattacharya

OUR SEARCH ENDED AT "WEALTH REDEFINE" IN AROUND 2011-12 AND THEY STARTED CORRECTING & ADVISING US FOR A PORTFOLIO BUILDING PROCESS SUCCESSFULLY & THEN THERE IS NO LOOKING BACK.

HERE WE HAVE NO HESITATION TO SAY THAT WE ARE WITH ONE OF THE BEST PORTFOLIO MANAGEMENT TEAM OF THIS INDUSTRY FOR ADVISORY REGARDING OUR RETIREMENT DAYS.

WE VERY STRONGLY RECOMMEND THEM TO OUR NEXT GENERATION FOR THE LONG TERM "FINANCIAL PLANNING WITH A SENSE OF ECONOMIC FREEDOM IN OUR GREY DAYS (RETIREMENT)"
dilip

Former COO

Testimonials
2018-06-18T14:17:07+00:00

Former COO

dilip
OUR SEARCH ENDED AT "WEALTH REDEFINE" IN AROUND 2011-12 AND THEY STARTED CORRECTING & ADVISING US FOR A PORTFOLIO BUILDING PROCESS SUCCESSFULLY & THEN THERE IS NO LOOKING BACK. HERE WE HAVE NO HESITATION TO SAY THAT WE ARE WITH ONE OF THE BEST PORTFOLIO MANAGEMENT TEAM OF THIS INDUSTRY FOR ADVISORY REGARDING OUR RETIREMENT DAYS. WE VERY STRONGLY RECOMMEND THEM TO OUR NEXT GENERATION FOR THE LONG TERM "FINANCIAL PLANNING WITH A SENSE OF ECONOMIC FREEDOM IN OUR GREY DAYS (RETIREMENT)"

Brigadier Vijay Singh

I have been using the services of wealth redefine since 5 years.
I am happy with this services and wish good luck to them.
vijaysingh

Brigadier(retired), Indian Army

Testimonials
2019-06-21T17:46:21+00:00

Brigadier(retired), Indian Army

vijaysingh
I have been using the services of wealth redefine since 5 years. I am happy with this services and wish good luck to them.

Col. Arvind Rawat

I must appreciate the wonderful services provided to me by Soumya Sarkar and his team over last 2-3 years. Soumya has proactive and customer-friendly approach and always goes an extra mile to make sure the valuable suggestions/advisories and services are provided timely. He carries out detailed analysis of the requirements and provides customised solutions. Soumya’s  timely recommendations has helped me build wealth. Current change over to online process has provided further ease for investing in mutual funds. I am thankful to Soumya and his team for providing wonderful services. All the very best for future and continue the great work.
arvi

Indian Army

Testimonials
2016-03-01T08:13:21+00:00

Indian Army

arvi
I must appreciate the wonderful services provided to me by Soumya Sarkar and his team over last 2-3 years. Soumya has proactive and customer-friendly approach and always goes an extra mile to make sure the valuable suggestions/advisories and services are provided timely. He carries out detailed analysis of the requirements and provides customised solutions. Soumya’s  timely recommendations has helped me build wealth. Current change over to online process has provided further ease for investing in mutual funds. I am thankful to Soumya and his team for providing wonderful services. All the very best for future and continue the great work.

Gaurav Bansal

I was looking for a wealth management company who can give me customized, well researched and unbiased advice for mutual fund investment. I am very glad to tell, that Wealth Redefine is the company who provides consultations on exactly the same lies. Important thing is Rishabh Gupta is very much approachable at any point of time. I am looking forward for long term association with Wealth Redefine and his team. Wishing them Best of luck !
gauravbansal

Associate Consultant

Testimonials
2020-10-07T09:56:17+00:00

Associate Consultant

gauravbansal
I was looking for a wealth management company who can give me customized, well researched and unbiased advice for mutual fund investment. I am very glad to tell, that Wealth Redefine is the company who provides consultations on exactly the same lies. Important thing is Rishabh Gupta is very much approachable at any point of time. I am looking forward for long term association with Wealth Redefine and his team. Wishing them Best of luck !

AK Tomar

I am highly satisfied the way Wealth Redefine has managed portfolio of my family members. I am getting timely input from them which made my Wealth grow. Also their prompt response and service are worth appreciable. I wish them all the best.
aktomar

Former Chief Operating Officer

Testimonials
2018-06-18T14:34:00+00:00

Former Chief Operating Officer

aktomar
I am highly satisfied the way Wealth Redefine has managed portfolio of my family members. I am getting timely input from them which made my Wealth grow. Also their prompt response and service are worth appreciable. I wish them all the best.

Air CMDE VK Sharma

I was earnestly looking for a MF investment advisor and was lucky to have come across Rishabh Gupta, a Senior Manager with WR. Their advisory services are proactive and I am extremely happy with them. May our association continue to be fruitful.
Indian Air Force(Retd)
Testimonials
2022-11-25T18:27:08+00:00
Indian Air Force(Retd)
I was earnestly looking for a MF investment advisor and was lucky to have come across Rishabh Gupta, a Senior Manager with WR. Their advisory services are proactive and I am extremely happy with them. May our association continue to be fruitful.

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AUM

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Transactions

30+

Cities

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns. Wealth Redefine is a AMFI registered Mutual Fund distributor – ARN - 167127

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