Sapient Wealth Advisors & Brokers Private Limited
  • Reg. Number INA000015561
  • ValidityDec 15, 2020 - Perpetual
  • TypeSebi Registered Investment Advisor
  • About

    From the very beginning, our journey has been one of partnerships. Perhaps, nothing is more telling of our diversity and well-roundedness than the fact that parts of the company blossomed across the country eventually merging into one.

    It all started in 2009 when Janak Shah, a successful advisor joined hands with Amit Bivalkar and Rahul Khandekar, both MF industry professionals to set up Sapient.

    By April 2019, Sapient, Pune, joined hands with Paresh Kariya of Aargus, Mumbai as well as Pallav Bagaria of Brand New Day, all the way in Guwahati, both of them established and well-respected distributors.

    It’s noteworthy to mention that Pallav Bagaria and Mudit Bansal at Brand New Day in Guwahati have done a similar collaborative partnership, in the year 2015 with Shyam Singhania and Divya Khemka to take the business to a higher orbit of growth.

    They proceeded to approach Dhruv Mehta, a distributor with thought leadership and Roopa Venkatakrishnan, a distributor known for her radical approach, in February 2020, a move that culminated into a greater expansion of capabilities and legacy for Sapient.

    OUR PHILOSOPHYTailor-made Clarity
    When it comes to wealth management, we understand that every client is unique, each with their own set of aspirations and expectations. At Sapient, we are in the business of simplifying your investment journey. We keep various communication channels open and listen intently to bring clarity from a position of empathy. Ultimately, clarity can clear clutter to help you focus on the few things that will deliver the desired outcome.

    Our Vision
    To become the most admired and respected wealth management firm, bringing financial independence and abundance to our clients.

    Our Mission
    Ensuring security and delivering prosperity to our clients to help fulfil their needs and achieve their aspirations.

    Contact Person
    Janak Shah
    Registered Address
    Office No. 401, Guardian Square, Survey No./City Survey No.8/20, Erandwana, PUNE, MAHARASHTRA, 411004
    Communication Address
    Office No. 401, Guardian Square, Survey No./City Survey No.8/20, Erandwana, PUNE, MAHARASHTRA, 411004