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Your Wealth, Our Commitment: Personalized Planning for Lifelong Success

With over 10 years of experience managing 500+ crores for 2000+ Indian clients, we can help you achieve your financial aspirations.

About Us

At Wealth Redefine, we bring over a decade of unparalleled expertise in finance management, making us a trusted partner for individuals and businesses worldwide. Based in Noida and AMFI-registered since 2013, we specialize in Mutual Funds, PMS, AIF, and Corporate FDs.

We manage 500+ crores in assets and serve 2000+ clients globally across 30+ cities in India. Our in-depth research and personalized strategies ensure secure growth aligned with your financial goals.

Our approach is built on a foundation of transparency, trust, and growth-focused strategies. Whether you’re planning for retirement, optimizing your tax strategy, or building a robust investment portfolio, we are committed to empowering you at every step of your financial journey.

Discover how our experience and client-first approach can help you achieve your goals with confidence.

““Your Wealth, Our Commitment. Partner with us to secure your financial future.””

We offer a wide array of services aimed at simplifying your life

NRI Services

TAX EFFICIENCY & MOVEMENT OF CURRENCY HELP NRIs in INDIAN MARKET

Retirement Services

Retire with Confidence: Tailored Retirement Planning Services by Wealth Redefine

Financial Services

Plan. Grow. Prosper: Financial Planning Made Simple

Tax Planning

Better tax saving plan will help a tax payers to get the best use of various tax exemptions, deductions and benefits to lower their tax liabilities.

Let Professionals Secure Your Financial Future

Managing wealth on your own can be challenging, with limited insights and missed opportunities. Our financial experts bring years of experience and research-backed strategies to optimize and grow your portfolio. Enjoy peace of mind as we manage everything, ensuring a smooth process from start to finish.

Our Expertise

At Wealth Redefine, we simplify finance management by offering a one-stop solution for all your financial needs. Backed by in-depth research and expert guidance, we ensure you make informed decisions to secure and grow your wealth.

  • Mutual Funds: Comprehensive solutions tailored to align with your financial goals.
  • AIF (Alternative Investment Funds): Exclusive investment opportunities for high-net-worth individuals.
  • PMS (Portfolio Management Services): Customized portfolio strategies for maximized returns.
  • Corporate FDs: Safe and stable options for earning assured returns.

Our expertise ensures a seamless and rewarding financial journey, helping you achieve long-term success.

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Our Valued Associates

5500000000+ AUM

18000+ Transactions

30+ Cities

A vibrant work culture that flows with creativity is our secret

Strategize Your Portfolio for Success

At Wealth Redefine, we focus on enhancing your portfolio’s returns through research-backed strategies and personalized financial roadmapping. By analyzing market trends and aligning investments with your goals, we ensure optimized growth. Our expertise in asset allocation, risk management, and diversification empowers your portfolio to achieve consistent and superior results.

OUR TRUSTED PARTNERS

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.

Sunil Kumar SrivastavaHead - Compliance

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

AK TomarFormer Chief Operating Officer

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.

Gaurav BansalAssociate Consultant

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 !

Air CMDE VK SharmaIndian 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.

Gurarpan Singh SohiAssistant Vice President

"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."

Suresh & Kiran MotianiDirector

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!

Brigadier Vijay SinghBrigadier(retired), Indian Army

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

Chanchal SanyalFounder & CEO

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!

Harpreet Singh PannuMD/CEO TREND CONSULTANTS PVT LTD

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.

Col. Arvind RawatIndian Army

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.

Kalyan KumarFounder & CEO

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 SharmaExecutive Director

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 MehtaGeneral Manager

“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.

Dilip BhattacharyaFormer COO

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)"

WHY CHOOSE US ?

Frequently Asked Questions?

What are mutual funds, and how do they work?

Mutual funds pool money from multiple investors to invest in diversified portfolios of stocks, bonds, or other securities. For example, investing in an equity mutual fund means your money is allocated across various company shares, reducing risk through diversification.

Need more clarity? Speak to our wealth experts today!

How can tax planning benefit my investments?

Tax planning helps you save money legally by investing in tax-saving instruments like ELSS mutual funds, PPF, or NPS. For instance, ELSS not only offers market-linked returns but also provides up to 1.5 lakh tax deduction under Section 80C.

Have more tax-related questions? Call our mutual fund experts for detailed guidance!

Why should I consider investing in corporate FDs?

Corporate FDs often offer higher returns compared to bank FDs. For instance, a corporate FD from a reputed company might provide up to 8.5% interest, whereas bank FDs may offer around 7%. However, assessing the company’s credit rating is crucial.

For tailored advice on corporate FDs, connect with our team today!

When should I start planning for retirement?

The earlier, the better! Starting early allows the power of compounding to grow your savings substantially. For instance, investing 5,000 monthly at 8% return from age 30 can yield over 1 crore by age 60. Starting at 40 might only yield half of that.

Not sure how to start? Reach out to our financial experts for assistance!

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