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Charting Your Course Together
Guided by Wisdom,
Grounded in Values
Like the owl that awakens as night falls, Sapient Finserv keeps a watchful eye on the ever-changing world of finance.
- Structural organisational strength
- Stable systems and processes
- Superior service standards
Like the owl that awakens as night falls, Sapient Finserv keeps a watchful eye on the ever-changing world of finance.
Guided by Wisdom,
Grounded in Values
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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
The Ideals That Drive Us
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
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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.
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 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.
What Sets Us Apart
The People Of Sapient Finserv
Meet our Leadership team
Amit Bivalkar
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
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Janak Shah
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.
Pallav Bagaria
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.
Mudit Bansal
A commerce graduate with over 17 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.
Rahul Khandekar
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.
Shyam Singhania
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.
Divya Khemka
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.
Harsh Agarwal
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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Amit Bivalkar
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.
Janak Shah
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.
Pallav Bagaria
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.
Mudit Bansal
A commerce graduate with over 13 years in wealth management, Mudit is a Director at Sapient Finserv, recognised for his deep understanding of accounts and finance, as well as his commitment to excellence.
Rahul Khandekar
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.
Shyam Singhania
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.
Divya Khemka
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.
Harsh Agarwal
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.
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.
Awards & Recognition
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.
Articles
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Balancing Risk and Return in Investment
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Risk and return are two sides of the same coin. The more risk you take, the more returns you might generate. But if things don’t go as expected
Large Cap Funds: Is it worth the cost?
Investors often find themselves at crossroads when trying to choose between actively managed large cap funds and passive index funds.
Winning the Finals of Life
India achieved a major cricketing glory by winning the 1983 World Cup. It filled the nation with pride and joy. In 2011, the entire country was pumped and confident to win it for the 2nd time.
Appreciating the ‘Why’ behind Financial Decisions
When we hear the word ‘Risk’ in the context of finance, in all probability, you will start thinking about markets falling and stock prices collapsing.
Six reasons to consider investing in mutual funds through SIPs
Investing in mutual funds through Systematic Investment Plans (SIPs) offers numerous benefits, attracting investors for its convenience, affordability, risk mitigation, and long-term wealth creation potential.
Navigating Financial FOMO in the Age of Information Overload
We are surrounded by all of these all the time due to which we often catch ourselves in a sea of confusion
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Why should large and mid cap funds be a part of your investment portfolio?
Investors often seek a balance between stability and growth when building their investment portfolios
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Blogs
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