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About Define financials

Finding Inspiration in Every Turn

At Define Financials, we are dedicated to providing personalised financial solutions that cater to the unique needs of our clients. Our team of experts are always ready to listen to you and provide you with the guidance you need to achieve your financial goals. We strive to build long-term relationships with our clients based on trust and exceptional service.

Trusted Partner

Our vission is to become the most prefered partner for every household for all financial needs

personalised financial solutions

We provide need based financial solutions with client first approach 

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Empowering Smarter Financial Decisions

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Finance

92%

Business

86%

Investment

94%

Experience true peace of mind with our tailored financial solutions, designed to secure your future, simplify your financial journey and help you achieve your goals with confidence.

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MEET THE FOUNDERS

Our Story

Define Financials is the result of our passion for helping individuals and businesses make informed decisions about their money and achieve their financial goals. We started our company in August 2022 when we noticed that many people were struggling to manage their finances and make smart investment decisions.

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Fast forward to today, and that passion has grown into a thriving financial services provider, serving clients all across the country. Our team of experts use their wealth of knowledge and experience to provide bespoke financial solutions that meet the unique needs of each and every client. We pride ourselves on our commitment to excellence and our ability to build long-lasting relationships with our clients. Our clients trust us to provide them with sound financial advice and to help them navigate the ever-changing financial landscape.

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Our story is one of passion, dedication, and hard work. We are proud of what we have accomplished, and we are committed to continuing to help our clients achieve their financial goals and grow with them. If you are looking for comprehensive financial advice and support, please don’t hesitate to reach out to us.

Mr. Vikas Behra

Co-founder, Define Financials

Mr. Vikas Behra, has an extensive background in finance and marketing, with over 16 years of experience in the industry. Throughout his career, he has worked with some of the leading financial institutions, including Citibank, Kotak Mahindra Bank, NJ Wealth, Sundaram Asset Management Company, and ICICI Securities.

With a Master's degree in Marketing and Finance from Prestige Institute of Management and Research Indore, Mr. Vikas brings a unique combination of financial expertise and marketing acumen to our company.

​His wealth of experience and knowledge makes him a valuable asset to our team and our clients.

Dr. Sarit Sambit Parida

Co-founder, Define Financials

Dr. Sarit Sambit Parida brings a wealth of expertise in both administration and customer experience. With a PhD in Management, an MBA in HR and Marketing, and over 8 years of experience as a freelance research scholar and content writer, Dr. Sarit is well-equipped to handle the intricacies of running a successful business.

She has a deep understanding of the importance of providing excellent customer service and is dedicated to ensuring that each of our clients feels valued and supported throughout their journey with us. She manages the day-to-day operations of our business, ensuring that everything runs smoothly and efficiently.

We are confident that Dr. Sarit's extensive experience and knowledge will continue to be a driving force behind the success of Define Financials.

Mr. Ajeet Singh

Co-founder, Define Financials

Mr. Ajeet Singh is a financial expert with over 13 years of experience in the industry. He has contributed his expertise to leading financial institutions, including Karvy Stock Broking, Religare Stock Broking, NJ Wealth, Tata Asset Management Company, and SBI Funds Management Ltd.

Mr. Singh's journey is underscored by his solid foundation, holding a Master's degree in Finance from the prestigious Indore Indira School of Career Studies, Indore.

His academic prowess, combined with his industry experience, shapes the financial vision of our company and drives our commitment to excellence.