Our story
A Passionate Wealth
A Passionate Wealth
Management
Management
Mindset
Mindset
Sapient Wealth was created in 2009 as an outcome of concerted thoughts of a few successful investment advisors. From the very beginning, our journey has been one of enabling a strong trust based partnership with our clients in their endeavor to manage their wealth.
Between 2019 and 2020, our Mumbai presence, strength, values and beliefs got a significant boost with the joining of Mr. Paresh Kariya, Mr. Dhruv Mehta and Ms. Roopa Venkatakrishnan.
With the leadership and research of Dhruv, Compassion and beliefs of Roopa, and astuteness and calibration of Paresh, we renewed our focus on Mumbai in 2023 with a condensed leadership team. This is seen by us, our clients, and the mutual fund industry as a move that culminated into a greater expansion of capabilities upon the legacy of Sapient Wealth.
What does Sapient mean?
What does Sapient mean?
The term “SAPIENT” has an interesting origin. It comes from the Latin word “sapiens” which means “WISE”. In scientific nomenclature, our species is called Homo sapiens, emphasizing our unique capacity for wisdom and intelligence. At Sapient Wealth, we believe that WISE stands for: Wisdom Integrity Service Empathy.
The term “SAPIENT” has an interesting origin. It comes from the Latin word “sapiens” which means “WISE”. In scientific nomenclature, our species is called Homo sapiens, emphasizing our unique capacity for wisdom and intelligence. At Sapient Wealth, we believe that WISE stands for: Wisdom Integrity Service Empathy.
2000 Cr +
2000 Cr +
Assets Under Management
Assets Under Management
40+
40+
Years of Experience
Years of Experience
20+
20+
Years of Avg Client Duration
Years of Avg Client Duration
Our philosophy
Our philosophy
Empathy Driven Partnership
Empathy Driven Partnership
Empathy is one of the powerful value proposition that we at SAPIENT WEALTH believe! As proven financial decisions often come with emotional weight. Money and emotions are intricately connected in our lives, influencing one's thoughts, decisions, and towards financial well-being. We walk a mile or more in our investors’ shoes and understand his needs, fears, apprehension and desires thus making tailor made solutions or road maps to achieve his financial goals.
Empathy is one of the powerful value proposition that we at SAPIENT WEALTH believe! As proven financial decisions often come with emotional weight. Money and emotions are intricately connected in our lives, influencing one's thoughts, decisions, and towards financial well-being. We walk a mile or more in our investors’ shoes and understand his needs, fears, apprehension and desires thus making tailor made solutions or road maps to achieve his financial goals.
As empathetic guides we provide reassurance during market volatility, major life events, or unexpected challenges. We acknowledge our clients’ feelings and offer guidance with compassion. Empathy helps build trust and an emotional connection between that of our investors and the company which ultimately delivers significant value by creating wealth and Financial Security.
As empathetic guides we provide reassurance during market volatility, major life events, or unexpected challenges. We acknowledge our clients’ feelings and offer guidance with compassion. Empathy helps build trust and an emotional connection between that of our investors and the company which ultimately delivers significant value by creating wealth and Financial Security.
Understanding and managing the emotional impact of money is crucial for overall well-being and healthy financial habits. Balancing financial goals with emotional needs ensures a more holistic approach to wealth and happiness.
Understanding and managing the emotional impact of money is crucial for overall well-being and healthy financial habits. Balancing financial goals with emotional needs ensures a more holistic approach to wealth and happiness.
Our mission
Just as oxygen sustains life, financial security provides the foundation for individuals to thrive emotionally and physically. It ensures access to essential resources, including healthcare, shelter, and education, which are vital for overall well-being. Our mission is to empower everyone to build financial security for themselves & generations to come.
Our mission
Just as oxygen sustains life, financial security provides the foundation for individuals to thrive emotionally and physically. It ensures access to essential resources, including healthcare, shelter, and education, which are vital for overall well-being. Our mission is to empower everyone to build financial security for themselves & generations to come.
Our mission
Just as oxygen sustains life, financial security provides the foundation for individuals to thrive emotionally and physically. It ensures access to essential resources, including healthcare, shelter, and education, which are vital for overall well-being. Our mission is to empower everyone to build financial security for themselves & generations to come.
Our mission
Just as oxygen sustains life, financial security provides the foundation for individuals to thrive emotionally and physically. It ensures access to essential resources, including healthcare, shelter, and education, which are vital for overall well-being. Our mission is to empower everyone to build financial security for themselves & generations to come.
Sapient's Four Pillars of Success
Sapient's Four Pillars of Success
“Value creates value”
“Value creates value”
“Beliefs drive behaviour”
“Beliefs drive behaviour”
“Relationships determine real life returns”
“Transparency enables trust”
“Relationships determine real life returns”
“Transparency enables trust”
Our Leadership
Our Leadership
As Peter Drucker says, “Organisation is, above all, Social. It is People.“ Sapient Wealth is built with a strong foundation of their leaders, an empowered management team, and a well guided supporting team.
Our common vison and diverse strengths ensure that we do our best for our clients with outmost care, clarity, and conscience. This sets us apart and creates a dependable trust based relationship with our clients.
As Peter Drucker says, “Organisation is, above all, Social. It is People.“ Sapient Wealth is built with a strong foundation of their leaders, an empowered management team, and a well guided supporting team.
Our common vison and diverse strengths ensure that we do our best for our clients with outmost care, clarity, and conscience. This sets us apart and creates a dependable trust based relationship with our clients.
Meet the whole sapient team
Meet the whole sapient team
As Peter Drucker says, “Organisation is, above all, Social. It is People.“ Sapient Wealth is built with a strong foundation of their leaders, an empowered management team, and a well guided supporting team.
Our common vison and diverse strengths ensure that we do our best for our clients with outmost care, clarity, and conscience. This sets us apart and creates a dependable trust based relationship with our clients.
As Peter Drucker says, “Organisation is, above all, Social. It is People.“ Sapient Wealth is built with a strong foundation of their leaders, an empowered management team, and a well guided supporting team.
Our common vison and diverse strengths ensure that we do our best for our clients with outmost care, clarity, and conscience. This sets us apart and creates a dependable trust based relationship with our clients.
Achieve ambitious financial goals with a strategic investment roadmap tailored for you & your family.
Sapient Wealth 2024 All Rights Reserved. Designed by Bricx
Achieve ambitious financial goals with a strategic investment roadmap tailored for you & your family.
Sapient Wealth 2024 All Rights Reserved. Designed by Bricx
Achieve ambitious financial goals with a strategic investment roadmap tailored for you & your family.
Sapient Wealth 2024 All Rights Reserved. Designed by Bricx
