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.

“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.

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.

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!

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.

"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."

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!

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

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)"

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.