Our story
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.
From wealth creation to preservation and transfer, we manage every aspect of your financial journey.
We build deep, multi-generational relationships, guiding families through every life transition.
Our Wealth Creation Philosophy
₹1,000 to ₹2,000
per month can transform your financial future
Compounding is Essential
We believe consistent savings, like ₹1,000 to ₹2,000 monthly, can lift people from poverty to wealth over time. Real client stories show how disciplined investment leads to financial independence.
Simplicity and Transparency
We focus on time-tested investment products like mutual funds with stable track records, avoiding complex or exotic instruments that may not serve clients’ best interests.
Empowering Clients
Our mission is to help clients not just grow their wealth, but to use it as a tool for building a better life for themselves and their families.
Sapient wealth’s mission goes beyond numbers. We help clients build lives—enabling them to achieve their dreams, secure their families’ futures, and contribute meaningfully to society. Our approach is holistic, considering every aspect of a client’s financial journey, from wealth accumulation and protection to legacy planning and philanthropy
Every client relationship at Sapient begins with an in-depth discovery process. We take the time to understand your family’s values, aspirations, and unique circumstances. This allows us to design highly customized financial and investment strategies that align with both your immediate needs and your long-term vision for your family’s legacy
Comprehensive Solutions for Every Stage of Life
We serve a diverse clientele—HNIs, NRIs, women, business owners, Gen Z and millennial investors, retirees, and pre-retirees—across 15+ countries, with assets under management a little below $1 billion and a client base of over 10,000.
At Sapient wealth, we view our work as part of a broader nation-building exercise. We believe that widespread capital formation is essential for India’s progress. By empowering individuals to save and invest, we foster a culture of financial independence and resilience. This, in turn, contributes to the nation’s economic growth, as more citizens participate in wealth creation and productive investment. For us, every client who achieves financial security is a step forward in building a stronger, more prosperous India.
