Your Growing Wealth is Our Definition of Success
Let our certified experts guide you towards financial independence. Wealth Redefine is your one stop solution for a wealthier future.
SMART INVESTING & SERVICES SHOULD BE AVAILABLE FOR EACH ONE OF YOU
Your regular investment and savings can change your future in a big way. In Wealth Redefine, we provide the platform and services to make your investment journey smooth and cheerful.
Why is WEALTH REDEFINE Unique?
1 CLIENT CENTRIC APPROACH
The client-first approach of Wealth Redefine distinguishes us from the rest. We aim to promote trust, strengthen relationships, and ensure customized financial strategies that align with the client’s unique needs.
2 SMOOTH EXECUTION
Being a member of BSE Star MF and NSE online, we ensure smooth processing of transactions through SMS and Emails. Enjoy glitch-free and secure transactions every time.
3 ATTENTION TO CUSTOMERS
Wealth Redefine always keeps its core focus on customers. Timely execution of services, regular updates and dedicated Relationship Managers are major aspects of customer centric approaches.
4 CRYSTAL CLEAR SERVICES
We facilitate online access to the portfolio that helps clients keep track of their money through smartphones while also making sure that they receive each and every transaction update well on time.
Success is evident in our results
These figures showcase the trust and confidence we’ve built by ensuring financial stability for our clients.
500+ Crores
AUM
2K+
Clients
25K+
Transactions
30+
Operating Cities
Funded by Integrity, Grown Through Your Satisfaction.
The Roadmap to Our Growth
2013 – 2025
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-
2013
Our journey started -
2015
Reached 50 Cr of AUM -
2017
Became a certified member of BSE -
2018
Fastest growing MFD in Delhi NCR -
2019
Reached an AUM of 100 Cr and became one of the fastest growing startups in Wealth Management sector
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-
-
2020
Recognized by several fund houses for customer centric approach and growth -
2021
Achieved 200 Cr of AUM and ranked among the top 10 promising wealth management companies by Success Insights -
2024
Touched 400 Cr of AUM -
2025
Crossed the bar of 500 Cr of AUM
-
Our journey started
Reached 50 Cr of AUM
Became a certified member of BSE
Fastest growing MFD in Delhi NCR
Reached an AUM of 100 Cr and became one of the fastest growing startups in Wealth Management sector
Recognized by several fund houses for customer centric approach and growth
Achieved 200 Cr of AUM and ranked among the top 10 promising wealth management companies by Success Insights
Touched 400 Cr of AUM
Crossed the bar of 500 Cr of AUM
Simplifying Investments with Premium Services and Expert Guidance
Our comprehensive services can guide your wealth journey with professional insights and solutions. We offer guidance across all financial products starting from mutual funds, PMS, AIF to Corporate FDs.
Our services are open to both resident Indians and NRIs.
We follow the safe and sound digital first approach.
Experience world-class investment services firsthand.
We provide research backed insights but you make the final call.
About our Co-founder Soumya Sarkar
Soumya Sarkar is a seasoned finance professional with over a decade of expertise in managing wealth and investments. As a Mutual Fund Distributor (MFD), he oversees financial assets worth over 500 crores, specializing in Private Equity, Bonds, Equity Research, and Mutual Funds. His deep understanding of technical and fundamental analysis, coupled with his experience in behavioral finance, enables him to craft customized strategies that drive secure and sustainable growth for clients.
With an MBA in Finance & Marketing and a background in accountancy, Soumya has honed his skills at leading international banks like HSBC and Standard Chartered. His global exposure spans domestic and international projects, equipping him with a unique perspective on investment management. As the founder of Wealth Redefine, Soumya leads a team of certified professionals, managing portfolios for renowned families and individuals across India, ensuring their financial goals are met with precision and care.
TALK WITH ONE OF OUR EXPERTS
0120 – 4151763
Got a question? Call us!
Our relationship and wealth managers are available from 10 AM to 7 PM to help you.
Rishabh Gupta
Manager- Investment
Lal Krishna Dwivedi
Sr. Research Analyst
Vashist Tiwari
Sr. Relationship Manager
Rahul Chaodhary
Sr. Relationship Manager
Rajesh Samanta
Sr. Relationship Manager
Kapil Upadhyay
Relationship Manager
Vikas Rana
Service Manager
Mohd Anas
Digital Mktg Executive
Ravi Kumar
Relationship Manager
Our Valued Associates
We partner with leading fund houses to bring you top-tier investment options. Every investment is carefully chosen to deliver maximum value and unmatched services to our clients.
