Robust inflows in July and August 2023: Arbitrage funds are back in favour

Investors are back to arbitrage funds, pouring in as much as Rs 9,482.65 crore. The category performed well in July too, with an inflow of Rs 10,074.87 …

Interview with Soumya Sarkar: Co-Founder of Wealth Redefine

An exclusive interview with Soumya Sarkar, Co-Founder of Wealth Redefine, a boutique Mutual Fund Distribution Firm

Soumya Sarkar is a Finance professional with a wealth of …

Short-term investing: Options to park your money if you have a time horizon of one year or less

While the purpose of investing is to grow your money, where you invest depends on the time horizon and specific goal. While equity …

How mutual funds as low-cost products help you to fulfill your financial dreams

By- Mr. Soumya Sarkar, Co-Founder, Wealth Redefine

In the realm of personal finance, dreams often seem distant and unattainable, particularly when it comes to significant …

How senior citizens can maximize their retirement income with mutual funds

Maximizing Retirement Income with Mutual Funds: The first step in maximizing retirement income is creating a detailed budget. Begin by calculating your essential …

Spread your risks across sector funds

As the benchmark equity indices touch all-time highs, investors are looking for value in sectoral funds. In August, net inflows in these funds touched `4,806 crore, the …

Wealth Redefine has unveiled its strategy to extend its offerings to the Middle East region and aims to grow its customer base to 2,000 by the year 2025

New Delhi – Wealth Redefine, a leading wealth management and financial advisory firm, is proud to announce its expansion plans for the coming years. With a …

Wealth Redefine unveils strategy to extend offerings to Middle East, aims to grow customer base to 2,000 by 2025

Wealth Redefine, a wealth management and financial advisory firm, is extending its presence to offices in Mumbai, Bangalore and the Middle East by 2025. It is …

Wealth Redefine has unveiled its strategy to extend its offerings to the Middle East region and aims to grow its customer base to 2,000 by the year 2025

Wealth Redefine manages more than 300-400 crores of AUM in the wealth category and also caters to some wealth families in various parts of India & abroad …

MF products galore: How to choose the right mutual fund for yourself

“Analyze the fund’s risk level by understanding the risk the fund manager takes, as indicated by metrics such as standard deviation and beta. Evaluate the track record of the fund manager across different market cycles. Fund size is another crucial aspect; excessively large or minimal funds may face liquidity challenges, so ensure the fund can maintain sufficient liquidity, especially during periods of high redemption pressure,” said Soumya Sarkar of Wealth Redefine.

[Exclusive Interview] This Boutique Financial Advisory Firm Deploys Scientific Methods For Redefining Wealth Creation For Investors

Recently, we interacted with Mr. Soumya Sarkar, Co-Founder, Wealth Redefine – a boutique financial advisory firm. They provide goal based financial planning in various finical instruments like Mutual Funds, PMS, Alternative Investment Products & complex financial products.

Investing Wisely: Choosing the Right Educational Path For Maximum Financial Return

The best educational path for maximising financial gain requires careful evaluation of a variety of factors, including adaptability and lifelong learning, analyzing job benefits, asking for guidance…

MUTUAL FUNDS: Make the most of changing market trends with flexi-caps

Given the current market uncertainty and the elevated valuations in certain mid-cap and small-cap pockets, investors are preferring to invest in flexi-cap funds. These funds…

Making the most of market volatility: Stagger investments in large-caps

As mid and small-cap stocks have logged steep gains in the past one year and valuations are turning less attractive relative to large-caps, investors should now look at incremental …

Seek to build a healthy mutual fund portfolio? Key things to keep in mind

More and more Indian investors are believing in the slogan often heard during the ongoing ICC World Cup 2023 telecast – ‘Mutual Funds Sahi Hain’. According to data by Association …

Indian Millennials & Mutual Funds: A Paradigm Shift In Investment Behavior

In recent years, Indian Millennials have orchestrated a remarkable transformation in the realm of investment behaviour, marking a significant …

Money market funds best for interim

Money market funds have emerged as an alternative for individuals parking their funds for a short duration, typically three to six months. These funds are …

Sectoral mutual funds: Worth the concentration risk for equity investors?

India’s financial markets now offer investors a great amount of opportunities, and investors are faced with a myriad of opportunities …

Small-cap vs large-cap mutual funds: Unpacking the potential for high returns in India

The Indian equity market is currently navigating dynamic trends, presenting investors with both challenges and opportunities. One of the key …

Strategy to balance high valuations in Mid & small caps: Go for multi-cap funds to reduce risks

Given that the valuations of small-caps and mid-caps are elevated, investors should look at multi-cap funds to diversify across market segments and ensure …

Flexicap funds explained: Do they provide the play your mutual funds portfolio needs?

As of November 30, 2023, the assets under management in the flexi-cap category totaled ₹3.06 lakh crore, making it the largest asset base within …

Interest rate movements: Time to bet on dynamic bond funds

Investors should actively consider dynamic bond funds, especially with the expectation of a fall in bond …

Investors should exercise cautious optimism, says Saumya Sarkar of Wealth Redefine

Given the current market conditions marked by substantial rallies, opting for a top-down investment approach may not be the most prudent choice, says Soumya Sarkar, Co-Founder, Wealth Redefine.

Explained: Is this the right time to invest in long duration debt funds?

With the Nifty surpassing 22,000 and the Sensex above 73,000, the bulls are making merry on Dalal Street. Indian investors, seeking to ride the wave, are going gung-ho about …

Budget: From sustainability to skilling, sectors pin hopes on government boost

Speaking on his expectations Soumya Sarkar, Co-Founder, Wealth Redefine (AMFI registered MFD) says, “This year’s budget is anticipated to be a vote-on-account rather than a comprehensive one due to the upcoming election.

Striking Gold In Investment Portfolios: A Unique Blend of Short-Term Debt, Mid-Cap, Small Caps & Focused Funds

In the pursuit of investment success, likened to a quest for gold amidst the vast expanse of uncertainty, a strategic blend of short-term debt, mid-cap, small-cap, and focused …

Structure an all-weather portfolio with mutual funds

Navigating The Financial Frontier: Personal Finance Trends In 2024

The year 2024 promises to be yet another exhilarating voyage through the ever-evolving landscape of personal finance. Technological advancements …

ELSS edge out tax saving options
Equity-Linked Offer Has Sigh Risk, But Beats Inflation In Long Run

Loans against mutual funds may come at a lower interest rate, but experts urge caution

When in need of money, especially at short notice, a personal finance loan is one option. However, being an unsecured loan, personal loans come with high rates of interest. But if you own mutual funds, you can get a loan against mutual funds at a lower …

Diversify investments to generate alpha
Use sectoral funds as long-term tactical plays to manage risks

Mutual funds stress test: What it means for you

Over the past two years, several mid- and smallcap schemes have been launched by asset management companies to capitalise on the bull run in broader markets. Retail investors have also been drawn …

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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