About Sapient Wealth
Sapient Wealth is a Financial Services company based in Pune (India) founded in 2009. It provides personalized investment advice and asset management for clients. It operates on a B2B model. The company has 11 employees. Its Indian entity Sapient Wealth Advisors And Brokers Private Limited reported revenue of ₹76.01 Cr. Sapient Wealth offers products and services including Investment Advisory and Wealth Management Services. Its focus areas include FinTech, Investment Tech, Wealth Management and Advisory Services. Similar companies include UTI Mutual Fund, Avendus and 360 One; 2 of its 3 listed similar companies have raised funding.
Company details
Sapient Wealth is a financial advisory firm that automates broker accounts using data-driven strategies developed by professionals. It focuses on wealth management, offering services like comprehensive research and personalized planning to help clients achieve generational wealth. The firm manages over 1 billion in assets and serves high-net-worth individuals and families, emphasizing trust and empathy in advisory relationships. Based in India, it operates through independent financial advising with a commitment to long-term client support.
- Headquarters Pune, India
- Employees 11
- SectorsFinancial Services
- Website sapientwealth.in
- Social LinkedIn X Facebook Instagram
- Legal Name Sapient Wealth Advisors And Brokers Private Limited
- Date of Incorporation 23 Jun, 2009
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹76.01 Cr
FY 2025 · -2% YoY
- Net Profit₹48 Lakh
FY 2025 · 1% margin
- EBITDA₹2.71 Cr
FY 2025 · 4% margin
- Employee Count11
Associated legal entities of Sapient Wealth
Sapient Wealth is associated with 2 registered companies on The Company Check; the primary company is Sapient Wealth Advisors And Brokers Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Sapient Wealth Advisors And Brokers Private Limited CIN U74992MH2009PTC428870 | Active | 23 Jun 2009 | Mumbai, Maharashtra | ₹76.0 Cr | 11 | 4 | View details |
| Chirag And Shyamali Investment Services Llp CIN ACA-2467 | Active | 16 Mar 2023 | Mumbai, Maharashtra | 2 | View details |
Products & Services of Sapient Wealth
Sapient Wealth offers a comprehensive portfolio of products and services, including Investment Advisory and Wealth Management Services.
Delivers data-driven strategies for managing broker accounts and assets.
Provides personalized financial roadmaps for long-term wealth building.
Board of directors of Sapient Wealth Advisors And Brokers Private Limited (Sapient Wealth)
Sapient Wealth Advisors And Brokers Private Limited is the primary company behind Sapient Wealth. The boards of the 2 registered companies of Sapient Wealth currently have 6 directors; the longest-serving is Paresh Shantilal Kariya, appointed in 2019. 9 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Paresh Shantilal Kariya DIN 01382211 | Director | 27 Mar 2019 | 7 yrs 7 mo | Sapient Wealth Advisors And Brokers Private Limited |
| Roopa Venkatkrishnan DIN 05123463 | Director | 12 Aug 2020 | 6 yrs 2 mo | Sapient Wealth Advisors And Brokers Private Limited |
| Dhruv Lalit Mehta DIN 02083226 | Director | 12 Aug 2020 | 6 yrs 2 mo | Sapient Wealth Advisors And Brokers Private Limited |
| Shyamali Basu DIN 10075242 | Designated Partner | 16 Mar 2023 | 3 yrs 7 mo | Chirag And Shyamali Investment Services Llp |
| Chirag Nitin Mehta DIN 10075243 | Designated Partner | 16 Mar 2023 | 3 yrs 7 mo | Chirag And Shyamali Investment Services Llp |
| Sahil Hemant Nandu DIN 08671905 | Director | 12 Nov 2024 | 1 yr 11 mo | Sapient Wealth Advisors And Brokers Private Limited |
Financials of Sapient Wealth
Figures of Sapient Wealth Advisors And Brokers Private Limited, the primary company behind Sapient Wealth, for FY 2025. Revenue was ₹76.01 Cr (-2% year on year). Net profit was ₹48 Lakh (1% margin). EBITDA was ₹2.71 Cr (4% margin).
- ₹76.01 CrRevenue · FY 2025 · -2% YoY
- ₹48 LakhNet profit · 1% margin
- ₹2.71 CrEBITDA · 4% margin
- ₹1.00 CrPaid-up capital
- 11Employees (provident fund records)
Balance sheet, profit and loss, cash flow and ratios of Sapient Wealth Advisors And Brokers Private Limited are on its company page.
Detailed financial statements for Sapient Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Similar companies to Sapient Wealth
Sapient Wealth has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, Avendus and 360 One.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. |
Detailed similar companies of Sapient Wealth
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Web traffic of Sapient Wealth
The website of Sapient Wealth (sapientwealth.in) receives about 2.9K visits a month.
- Monthly visits2.9K
▲ 45.4% vs previous month
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Sapient Wealth (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
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 consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Related news about Sapient Wealth
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Frequently Asked Questions about Sapient Wealth
Sapient Wealth was founded in 2009.
Sapient Wealth is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
Sapient Wealth has 11 employees.
The primary company behind Sapient Wealth, Sapient Wealth Advisors And Brokers Private Limited, reported revenue of ₹76.01 Cr for FY 2025, down 2% year on year.
Sapient Wealth is a financial advisory firm that automates broker accounts using data-driven strategies developed by professionals. It focuses on wealth management, offering services like comprehensive research and personalized planning to help clients achieve generational wealth. The firm manages over 1 billion in assets and serves high-net-worth individuals and families, emphasizing trust and empathy in advisory relationships. Based in India, it operates through independent financial advising with a commitment to long-term client support.
Sapient Wealth's top competitors include UTI Mutual Fund, Avendus and 360 One.
Sapient Wealth offers Investment Advisory and Wealth Management Services.
Sapient Wealth is associated with 2 legal entities: Sapient Wealth Advisors And Brokers Private Limited, Chirag And Shyamali Investment Services Llp.
The legal entities of Sapient Wealth currently have 6 directors, including Shyamali Basu, Chirag Nitin Mehta, Paresh Shantilal Kariya and others.