Currently serving clients in approximately 35 cities across India, Wealth Redefine has a significant part of its clientele based in the Delhi NCR region. The company’s reach also extends to cities like Mumbai, Bangalore, Hyderabad, Kolkata, Ahmedabad and Vadodara, among others.
Commentating on the plans Soumya Sarkar, Partner and co-founder, Wealth Redefine said in a statement, “This expansion will allow us to reach even more clients and provide them with the highest level of financial expertise and support. At Wealth Redefine, we want to empower individuals to shape their financial destinies.”
The firm carries out digital marketing and social media initiatives to educate clients and attract new investors. This strategy involves disseminating informative content and fostering engagement across platforms to offer insights into wealth management and financial planning.
Currently, Wealth Redefine serves approximately 1250 clients, primarily focusing on High Net Worth (HNI) individuals and serious investors with substantial portfolio sizes. The company’s goal is to increase its client base to approximately 2000 by 2025.
The company provides goal-based financial planning in various financial instruments like Mutual Funds, PMS, Alternative Investment Products & complex financial products.