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.
Why is WEALTH REDEFINE Unique?
CLIENT CENTRIC APPROACH.
01
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.
02
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.
03
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.
04
The Results
“Funded by Integrity, Grown Through Your Satisfaction.”
Success is evident in our results
These figures showcase the trust and confidence we’ve built by ensuring financial stability for our clients.
600
AUM
2
Clients
25
Transactions
30
Operating Cities
The Roadmap to Our Growth : 2013 – 2025
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.
NRIs
Our services are open to both resident Indians and NRIs.
Digital Approach
We follow the safe and sound digital first approach.
Investment
Experience world-class investment services firsthand.
Research
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
Got a question? Call us!
Our relationship and wealth managers are available from 10 AM to 7 PM to help you.
”0120 – 4151763
Call Us
Rishabh Gupta
Manager- Investment
Ashish Kumar Jha
Research Analyst
Vashist Tiwari
Sr. Relationship Manager
Rahul Chaodhary
Sr. Relationship Manager
Kapil Upadhyay
Relationship Manager
Vikas Rana
Service Manager
Ravi Kumar
Relationship Manager
Mohd Anas
Digital Mktg Executive
