About Sapient Finserv
Sapient Finserv is a company based in Pune (India) founded in 2009 by Amit Bivalkar. It operates as a B2B and B2C. Sapient Finserv offers products and services including Mutual Fund Distribution, Portfolio Management, Treasury Management, Risk Management, and Alternate Investments. Sapient Finserv operates in a competitive market with competitors including Modulus Alternatives, Subham Capital, MoneyOnApp, Xponents and Tulsian PMS, among others.
- Headquarter Pune, India
- Founders Amit Bivalkar
- SectorsFinancial ServicesTechnology
- Email••••••••
- Phone•••• ••••
- Website sapientfinserv.com
- Social LinkedIn X Facebook Instagram YouTube
- Legal Name Sapient Finserv Private Limited
- Date of Incorporation 22 May, 2023
- Jurisdiction Pune, Maharashtra, India
- Annual Revenue₹63.08 Cr
FY 2025 · +94% YoY
- Net Profit₹1.63 Cr
FY 2025 · 3% margin
- EBITDA₹2.39 Cr
FY 2025 · 4% margin
Associated legal entities of Sapient Finserv
Sapient Finserv operates through Sapient Finserv Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Sapient Finserv Private Limited CIN U66190PN2023PTC220841 | Active | 22 May 2023 | Pune, Maharashtra | ₹63.1 Cr | 23 | 4 | View details |
Products & Services of Sapient Finserv
Sapient Finserv offers a comprehensive portfolio of products and services, including Mutual Fund Distribution, Portfolio Management, Treasury Management, Risk Management, and Alternate Investments.
Distributes professionally managed mutual funds to meet financial goals.
Optimizes investments with personalized strategies and risk oversight.
Streamlines cash flow and liquidity for efficient operations.
Protects assets against market volatility and unforeseen events.
Explores opportunities beyond traditional assets for growth.
Apps and channels of Sapient Finserv
its YouTube channel Sapient Finserv Pvt Ltd has 286 subscribers and 4 videos.
Videos from Sapient Finserv
The most watched videos on Sapient Finserv's YouTube channel, Sapient Finserv Pvt Ltd (286 subscribers). Click a video to play it here.
More on Sapient Finserv Pvt Ltd.
Board of directors of Sapient Finserv Private Limited (Sapient Finserv)
Sapient Finserv Private Limited is the primary company behind Sapient Finserv. The board of Sapient Finserv Private Limited currently have 4 directors; the longest-serving is Amit Anand Bivalkar, appointed in 2023. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Amit Anand Bivalkar DIN 02628974 | Director | 22 May 2023 | 3 yrs 4 mo | Sapient Finserv Private Limited |
| Pallav Bagaria DIN 07262834 | Director | 22 May 2023 | 3 yrs 4 mo | Sapient Finserv Private Limited |
| Mudit Bansal DIN 07166938 | Director | 12 Jun 2023 | 3 yrs 3 mo | Sapient Finserv Private Limited |
| Janak Dilip Shah DIN 02630286 | Director | 12 Jun 2023 | 3 yrs 3 mo | Sapient Finserv Private Limited |
People of Sapient Finserv
1 people are tracked at Sapient Finserv (1 in leadership).
| Name | Role | Group |
|---|---|---|
| Founder | Leadership |
Complete people profiles for Sapient Finserv
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- Full employee list
- Team structure
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Verified entity values are shown only after access is granted.
Financials of Sapient Finserv
Figures of Sapient Finserv Private Limited, the primary company behind Sapient Finserv, for FY 2025. Revenue was ₹63.08 Cr (+94% year on year). Net profit was ₹1.63 Cr (3% margin). EBITDA was ₹2.39 Cr (4% margin).
- ₹63.08 CrRevenue · FY 2025 · +94% YoY
- ₹1.63 CrNet profit · 3% margin
- ₹2.39 CrEBITDA · 4% margin
- ₹10,000Paid-up capital
- 23Employees (provident fund records)
Balance sheet, profit and loss, cash flow and ratios of Sapient Finserv Private Limited are on its company page.
Detailed financial statements for Sapient Finserv
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Competitors of Sapient Finserv
Sapient Finserv operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Modulus Alternatives, Subham Capital, MoneyOnApp, Xponents and Tulsian PMS, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| modulusalternatives.co.in | 2018 | Mumbai, India | – | 13 | Portfolio management is provided for individuals via fixed income instruments. | |
| subhamcapital.com | 1997 | Bhubaneswar, India | – | – | Offers an online platform for portfolio management solutions tailored to consumers. | |
| moneyonapp.com | 2018 | Rajkot, India | – | – | Mobile app for mutual fund investments, tracking, and benefit maximization services. | |
| xponents.co | 2021 | Gurugram, India | $1.56M | – | Investment management solutions are offered for businesses and startups. | |
| tulsianpms.com | 2017 | Mumbai, India | – | – | Provides customized portfolio management and investment solutions. | |
| investmates.io | 2022 | Coimbatore, India | $554,856 | 10 | Wealth managemnet platform | |
| kpaisa.com | 2021 | Mumbai, India | – | – | Provides a portfolio management solution tailored for individual investors. | |
| consciencelabs.ai | 2023 | Delhi, India | – | – | AI platform for personalized investment management, risk assessment, and adaptive portfolios. |
Detailed competitors of Sapient Finserv
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Sapient Finserv
The website of Sapient Finserv (sapientfinserv.com) receives about 2.4K visits a month.
- Monthly visits2.4K
▲ 4.8% vs previous month
Similar companies to Sapient Finserv
10 companies that operate in the same segment as Sapient Finserv (Investment & Wealth Tech), ranked by their profile score on The Company Check.
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|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about Sapient Finserv
Sapient Finserv was founded in 2009.
Sapient Finserv is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
The primary company behind Sapient Finserv, Sapient Finserv Private Limited, reported revenue of ₹63.08 Cr for FY 2025, up 94% year on year.
Sapient Finserv is a financial services provider based in India, focusing on mutual fund distribution, portfolio management, treasury management, and risk management. They offer personalized investment strategies through a network of sub-distributors, helping clients optimize investments and minimize risks. Operating primarily from Pune and Guwahati, they serve individual investors and businesses with compliant, adaptable financial solutions.
Sapient Finserv's top competitors include Modulus Alternatives, InvestMates and Xponents.
Sapient Finserv offers Mutual Fund Distribution, Portfolio Management, Treasury Management, Risk Management, and Alternate Investments.
Sapient Finserv operates through Sapient Finserv Private Limited.
The legal entities of Sapient Finserv currently have 4 directors, including Amit Anand Bivalkar, Pallav Bagaria, Mudit Bansal and others.