Navigating Financial
Horizons Together

Sapient Finserv, founded in 2009, has grown into one of India's leading mutual fund distributors. Serving both Indian and overseas clients, we specialise in providing trusted and reliable financial services with a focus on investment solutions. As a relationship-driven firm, we prioritise building long-term connections with our clients. 
Philosophy

Guided by Wisdom,
Grounded in Values

The Owl

The owl in our logo is a symbol in Indian mythology, where Goddess Lakshmi, the harbinger of fortune and abundance, is accompanied by this magnificent bird.

Like the owl that awakens as night falls, Sapient Finserv keeps a watchful eye on the ever-changing world of finance.

Visualising The Future

Drawing inspiration from the owl’s 360-degree perspective, we aspire to offer farsighted and tailored services, maintaining transparency in all our interactions. 

The "S" in our logo stands as a symbol of

  • Special attention to clients' relationship management
  • Structural organisational strength
  • Stable systems and processes
  • Superior service standards
Philosophy

Guided by Wisdom,
Grounded in Values

The owl

The owl in our logo is a symbol in Indian mythology, where Goddess Lakshmi, the harbinger of fortune and abundance, is accompanied by this magnificent bird.

Like the owl that awakens as night falls, Sapient Finserv keeps a watchful eye on the ever-changing world of finance.

Drawing inspiration from the owl’s 360-degree perspective, we aspire to offer farsighted and tailored services, maintaining transparency in all our interactions. 

Visualising The Future

Drawing inspiration from the owl’s 360-degree perspective, we aspire to offer farsighted and tailored services, maintaining transparency in all our interactions. 

The "S" in our logo stands as a symbol of

- Special attention to clients' relationship management
- Structural organisational strength
- Stable systems and processes
- Superior service standards

Purpose

Our Mission and Vision

Our Mission

Like the wise and vigilant owl, symbolising wisdom and foresight, we go beyond just managing wealth. Our mission is to reduce the stress associated with financial planning and guide the journey toward financial well-being to an educated and enlightened experience.

Our Vision

Our vision is to grow our platform exponentially, placing a focus on long-term value and relationships. We aspire to be the most admired platform, bringing financial independence to our clients.At Sapient Finserv, our vision extends beyond numbers; it's about fostering a future where your financial well-being is not just a goal but a reality.

Our Mission

Like the wise and vigilant owl, symbolising wisdom and foresight, we go beyond just managing wealth. Our mission is to reduce the stress associated with financial planning and guide the journey toward financial well-being to an educated and enlightened experience.

Our Vision

Our vision is to grow our platform exponentially, placing a focus on long-term value and relationships. We aspire to be the most admired platform, bringing financial independence to our clients.
At Sapient Finserv, our vision extends beyond numbers; it's about fostering a future where your financial well-being is not just a goal but a reality.

USps

What Sets Us Apart?

Our USP lies in the heart of our people — the very best in the industry.

Relationship-Centric Approach

We pride ourselves on Clients' Relationship Management, going beyond transactions to build long-term connections.

Genuine Trust

Our commitment is authenticity; our customers can trust us because we're always real with them.

Trustworthy Partnerships

With us, they get a financial relationship built on trust, transparency, and the unwavering dedication of the people of Sapient Finserv.

Leadership

Meet our Leadership team

01

Amit Bivalkar

MD & CEO

With an MBA in Finance and over 25 years in the financial services industry, Amit is the MD & CEO of Sapient Finserv, having played a key role in founding the company in 2009.

02

Janak Shah

Director

With an MBA and over 35 years of experience in financial services, Janak is a Director at Sapient Finserv, bringing established distributorship and impeccable relationship management skills to the firm.

03

Pallav Bagaria

Director

A commerce graduate with over 18 years in wealth management, Pallav is a Director at Sapient Finserv, known for his entrepreneurial zeal and passion for building brands.

04

Mudit Bansal

Director

A commerce graduate with over 13 years in wealth management, Mudit is a Director at Sapient Finserv, recognized for his deep understanding of accounts and finance, as well as his commitment to excellence.

05

Rahul Khandekar

Co-Founder

With over 29 years in the financial services industry, Rahul is a Co-Founder of Sapient Finserv, having held key roles in leading companies in broking and asset management.

06

Shyam Singhania

Co-Founder

With over 21 years in the financial services industry, Shyam is a Co-founder of Sapient Finserv, known as one of the most experienced and reputed names in the entire northeast.

07

Divya Khemka

Co-Founder

Divya is a Co-founder of Sapient Finserv with over 18 years in the financial services industry, bringing a deep understanding of risk management framework and related intricacies.

08

Harsh Agarwal

Co-Founder

A commerce graduate with over 15 years in the financial industry, Harsh is a Co-founder of Sapient Finserv, known for his expertise in financial planning and risk management, leveraging insights from his business family background.

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01

Amit Bivalkar

MD & CEO

With an MBA in Finance and over 25 years in the financial services industry, Amit is the MD & CEO of Sapient Finserv, having played a key role in founding the company in 2009.

02

Janak Shah

Director

With an MBA and over 35 years of experience in financial services, Janak is a Director at Sapient Finserv, bringing established distributorship and impeccable relationship management skills to the firm.

03

Pallav Bagaria

Director

A commerce graduate with over 18 years in wealth management, Pallav is a Director at Sapient Finserv, known for his entrepreneurial zeal and passion for building brands.

04

Mudit Bansal

Director

A commerce graduate with over 13 years in wealth management, Mudit is a Director at Sapient Finserv, recognized for his deep understanding of accounts and finance, as well as his commitment to excellence.

05

Rahul Khandekar

Co-Founder

With over 29 years in the financial services industry, Rahul is a Co-Founder of Sapient Finserv, having held key roles in leading companies in broking and asset management.

06

Shyam Singhania

Co-Founder

With over 21 years in the financial services industry, Shyam is a Co-founder of Sapient Finserv, known as one of the most experienced and reputed names in the entire northeast.

07

Divya Khemka

Co-Founder

Divya is a Co-founder of Sapient Finserv with over 18 years in the financial services industry, bringing a deep understanding of risk management framework and related intricacies.

08

Harsh Agarwal

Co-Founder

A commerce graduate with over 15 years in the financial industry, Harsh is a Co-founder of Sapient Finserv, known for his expertise in financial planning and risk management, leveraging insights from his business family background.

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Sapient for Good

Shaping Futures,
Building Hope

We believe in the profound impact businesses can have on society. Our Corporate Social Responsibility (CSR) initiatives reflect our commitment to giving back and making a positive difference in the communities we serve. 

Carrers

Start a New Chapter in Your Career

At Sapient Finserv, we foster a collaborative and growth-oriented environment, empowering you to make a meaningful impact on the financial landscape.

What makes us better

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