About Sapient Wealth Advisors and Brokers Private Limited
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Sapient Wealth Advisors and Brokers Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the financial services and investment segment of the financial services sector. It was incorporated on 23 June 2009 and has been in existence for over 17 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U74992MH2009PTC428870. Its GSTIN is 27AANCS1403P1ZZ (Maharashtra). The company holds 3 GST registrations, of which 2 are active.
The company has an authorised share capital of ₹1 Cr and a paid-up capital of ₹1 Cr. It is led by directors including Paresh Shantilal Kariya and Roopa Venkatkrishnan.
Its last annual general meeting (AGM) was held on 30 September 2024, and its latest financial statements are for the year ended 31 March 2024. The registered office is at Mumbai, Maharashtra.
As per the financials filed for FY 2025, the company reported a revenue of ₹76.01 Cr, a decline of 2% compared to the previous year. For the same year it recorded a net profit of ₹47.99 Lakh (net margin 0.6%) and EBITDA of ₹2.71 Cr (EBITDA margin 3.6%).
The company has about 11 employees on its provident fund (EPFO) records.
The company is associated with 2 brands: Sapient Wealth and Alpha investments. The company has 4 deals on record (4 secondary share transfers); the latest was in March 2020.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website sapientwealth.in.
Company details
CIN history
Sapient Wealth Advisors and Brokers has one previous CIN (Corporate Identification Number): U74992PN2009PTC134179. The current CIN is U74992MH2009PTC428870, which is the unique identifier assigned by the Registrar of Companies.
| CIN | Status |
|---|---|
| U74992MH2009PTC428870 | Current |
| U74992PN2009PTC134179 | Previous |
Contact details
Sapient Wealth Advisors and Brokers Private Limited's registered office is in Mumbai, Maharashtra.
- Social Media
- Apps
- Registered AddressOffice 201 A Wing Nav Vani Chs Ltd, Vallabh Baug Lane Ghatkopar (East), Mumbai, Maharashtra, India – 400077
- IndustryFinancial Services, Financial Activities
- Company details, directors and signatories
- Historical financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Legal cases, compliance and MCA filings
Brands
Sapient Wealth Advisors and Brokers operates two associated brands: Sapient Wealth and Alpha investments. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Provides personalized investment advice and asset management for clients. | sapientwealth.in | |
| Manages diversified investment portfolios across various asset classes for clients. | alphainvestmentworld.com |
Business activity
The main business activity of Sapient Wealth Advisors and Brokers is financial and insurance activities. In detail, this covers financial service activities, except insurance and pension funding.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance activities | 64 | Financial service activities, except insurance and pension funding |
To see the full business activity and turnover split of Sapient Wealth Advisors and Brokers Private Limited, buy the company report.
Financials of Sapient Wealth Advisors and Brokers Private Limited
FY 2024 filings availableSapient Wealth Advisors and Brokers Private Limited reported revenue of ₹76.01 Cr (down 2% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue fell 2% in the latest year. EBITDA rose 24% in the latest year. All are worked out from the filed statements.
Financial Statement Summary
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| EBITDA | ₹2.71 Cr | ||||
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| Net Profit (PAT) | ₹47.99 Lakh | ||||
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Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| Profitability | |||||
| EBITDA Margin | 3.6% | ||||
| Net Profit Margin | 0.6% | ||||
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To see the full financial statements and ratios of Sapient Wealth Advisors and Brokers Private Limited, buy the company report.
Board of directors of Sapient Wealth Advisors and Brokers Private Limited
Sapient Wealth Advisors and Brokers has 4 current directors and 9 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Paresh Shantilal Kariya | Director | 27 Mar 2019 | 7 Years 7 Months | Current |
| Roopa Venkatkrishnan Also directs: RDVM Partners LLP, Sapient Wealth Ifsc LLP, Foundation of Independent Financial Associates and 1 more | Director | 12 Aug 2020 | 6 Years 2 Months | Current |
| Dhruv Lalit Mehta | Director | 12 Aug 2020 | 6 Years 2 Months | Current |
| Sahil Hemant Nandu | Director | 12 Nov 2024 | 1 Years 11 Months | Current |
Deals & funding
Sapient Wealth Advisors and Brokers Private Limited has 4 deals on record (4 secondary share transfers); the latest was in March 2020.
Deals on record (4 of 4)
| When | Deal | Amount | Parties |
|---|---|---|---|
| Mar 2020 | Secondary share transfer | Undisclosed | Buyer: 2 individuals Seller: 4 individuals |
| Mar 2019 | Secondary share transfer | Undisclosed | Buyer: 4 individuals Seller: 4 individuals |
| Mar 2018 | Secondary share transfer | Undisclosed | Buyer: 4 individuals Seller: an individual |
| Mar 2010 | Secondary share transfer | Undisclosed | Buyer: an individual Seller: an individual |
Deal records are compiled from filings and public sources; amounts are shown only where the source reported them.
Legal cases
No court or tribunal cases involving Sapient Wealth Advisors and Brokers Private Limited are on our record; a case search with case numbers, parties and status is in the company report Buy the company report.
MSME payment delays
No delayed payments to MSME suppliers are on our record for Sapient Wealth Advisors and Brokers Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
Sapient Wealth Advisors and Brokers has 3 GST registrations: 2 active and 1 cancelled or inactive.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27AANCS1403P1ZZ | Maharashtra | Active | 01 Jul 2017 |
| 18AANCS1403P2ZX | Assam | Active | 20 Nov 2019 |
To see the full GST registrations and return filing status of Sapient Wealth Advisors and Brokers Private Limited, buy the company report.
Recent activity
Sapient Wealth Advisors and Brokers Private Limited has 13 board changes on record since 2009: 4 appointments and 9 cessations. The latest: Sahil Hemant Nandu ceased to be Additional Director on 29 Sep 2025.
4 earlier events are in the company report.
News
Frequently asked questions
Sapient Wealth Advisors and Brokers is an active private limited company based in Mumbai, Maharashtra, India. The company works in financial activities, within the financial services industry. It was incorporated on 23 June 2009 (17+ years old) and is registered under CIN U74992MH2009PTC428870.
Sapient Wealth Advisors and Brokers has 4 current directors:
- Paresh Shantilal Kariya - Director
- Roopa Venkatkrishnan - Director
- Dhruv Lalit Mehta - Director
- Sahil Hemant Nandu - Director
The latest financial statements of Sapient Wealth Advisors and Brokers on record with the MCA are for the year ended 31 March 2024. Its last annual general meeting was held on 30 September 2024. Year-wise statements from 2015 are in the company report.
The GSTIN of Sapient Wealth Advisors and Brokers is 27AANCS1403P1ZZ, registered in Maharashtra. The company has 3 GST registrations in all, of which 2 are active and 1 is cancelled or inactive. Other active GSTINs include 18AANCS1403P2ZX (Assam).
The CIN (Corporate Identification Number) of Sapient Wealth Advisors and Brokers is U74992MH2009PTC428870. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Sapient Wealth Advisors and Brokers was incorporated on 23 June 2009, making it 17+ years old. It is registered with the Registrar of Companies, Mumbai.
Sapient Wealth Advisors and Brokers has 4 deals on record (4 secondary share transfers); the latest was in March 2020.
Sahil Hemant Nandu ceased to be Additional Director on 29 Sep 2025. Janak Dilip Shah ceased to be Director on 05 Jul 2025. Sahil Hemant Nandu was appointed as Director on 12 Nov 2024. Sapient Wealth Advisors and Brokers has 13 board changes on record in total.
Sapient Wealth Advisors and Brokers can be reached through the website sapientwealth.in. Its registered office is in Mumbai, Maharashtra, India.
The registered office of Sapient Wealth Advisors and Brokers is at Office 201 A Wing Nav Vani Chs Ltd, Vallabh Baug Lane Ghatkopar East, Mumbai, Maharashtra, India – 400077.
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