Charting Your Course Together

Founded in 2009, Sapient Finserv has grown into one of the India's largest mutual fund distributors. As a relationship-focused firm, we specialize in trusted and reliable investment solutions, prioritizing long-term connections with our clients.
With assets under management (AUM) exceeding INR 11,000 crores, the Sapient Finserv Group proudly serves over 56,000 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
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
With us, your investments are spread across a diverse portfolio,minimising risk and maximising opportunity. Mutual funds aredesigned to protect and grow your wealth, even in fluctuatingmarkets.
Handpicked Diversification
With us, your investments are spread across a diverse portfolio,minimising risk and maximising opportunity. Mutual funds aredesigned to protect and grow your wealth, even in fluctuatingmarkets.
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
  • 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

Mission & Vision

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

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.

USP's

What Sets Us Apart

The People Of Sapient Finserv

Nurturing & Trusted
We go beyond transactions, building a foundation of trust and security for your financial journey. Our client’s financial journey with us is not just guided by expertise but rooted in a sense of security.
Relationship-Driven
Our commitment focuses on cultivating meaningful and honest relationships. We acknowledge that we can't solve every problem, and that's why we're honest about our limits.
Precise & Transparent
From the way we do things around here to our keen observation and study of the market, we bring a level of precision and clarity that goes beyond the numbers.
Disciplined & Ethical
Our disciplined approach is not just about processes; it's a commitment to ethical practices that guide every decision.
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 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.

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, recognised 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.

Sapient Finserv 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. 

Achievements

Awards & Recognition

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Part of the Wall of Fame of CNBC TV18 Financial Advisor Awards for the years 2018-19 and 2019-20
2018
2018-2020
You & I Excellence Award
2023
2023
FFF Achiever Awards
2023
2023
4 times winner of the prestigious CNBC TV 18 Best Performing Financial Advisor Award
2022
2022
Think Big Advisor Award - Technology Adoption
2016
2016
National Financial Advisors Award
2019
2019
Think Big Award
2019
2019
Achievements

Awards & Recognition

You & I Excellence Award
FFF Achiever Award
National Financial Advisors Award
Think Big Award
Tarraki Champions
Part of the Wall of Fame of CNBC TV18 Financial Advisor Awards
Part of the Wall of Fame of CNBC TV18 Financial Advisor Awards
CNBC TV18 Financial Advisor Awards
Think Big Advisor Award - Technology Adoption
You & I Excellence Award
FFF Achiever Award
National Financial Advisors Award
Think Big Award
Tarraki Champions
Part of the Wall of Fame of CNBC TV18 Financial Advisor Awards
Part of the Wall of Fame of CNBC TV18 Financial Advisor Awards
CNBC TV18 Financial Advisor Awards
Think Big Advisor Award - Technology Adoption
Careers

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

Articles

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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.

4 mins read

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.

2 mins read

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.

3 mins read

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

4 mins read

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

4 mins read
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