Sapient Wealth to celebrate 12th anniversary

In the beginning, there were no roads in the world; only as people began traveling did roads come into being.  Successful roads are formed not when people roam aimlessly, but when they are headed in the same direction. The same is true for Sapient Wealth, which celebrates its 12th anniversary on June 23, creating happy investors on its way and helping them fulfil their needs and achieve their aspirations.

“We know the road ahead will be even longer and more arduous because our goals are even grander. But with a clear mission, dedicated hearts and the pioneering spirit that has driven us from the beginning, we are certain that our strength, wisdom, and energy will enable us to write a new page in the annals of the Wealth Management Industry,” said Dhruv Mehta, Chairman, Sapient Wealth.

With over 27,000 clients, around 100 employees and partners, 11 offices and an unflinching desire to become the most admired and respected wealth management firm bringing financial independence and abundance to its client, Sapient is currently the largest MFD of the country by size, managing over a billion dollars of AUM.

Amit Bivalkar, MD and CEO, Sapient said, “We are excited to announce that Saurabh Bhatia joins Sapient Wealth as Head – Macro Strategy and Fixed Income. He complements our strong client centric, result-oriented culture, and has an impressive reputation for conceiving, and implementing ideas that fuel marketplace presence with outcome focus. Saurabh’s experience of serving investors across institutional and retail platforms adds more synergy across Sapient platforms including advisory and distribution channels.”

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On this occasion, Pallav Bagaria, Director, Sapient Wealth expressed his heartfelt thanks to all the clients and patrons who have entrusted Sapient and expressed his deep gratitude for the confidence reposed by the clients with Sapient.

“We reemphasize our commitment to the founding principle of keeping the client’s interest first and serving our clients at all points of time. We thank our clients for being the part of success and will continue to serve them in the years ahead,” said Bagaria.

Saurabh Bhatia’s Profile:

Saurabh has traversed roles across fixed income verticals over the last two decades with diversified experience in managing as well as advising portfolios, both onshore as well as offshore. 

Starting his career with sales and intermediation in 2001, he soon moved to manage portfolio for corporate treasury. 

His fund management journey moved onto HSBC Asset Management India Private Limited for one of a kind role of managing funds for Employees Provident Fund Organisation, Government of India. He was also responsible for advising fixed income mandates for Insurance companies, both life and non- life; over and above advising FPI mandates. 

He moved onto a more conventional trading profile at the Proprietary Trading Group of ICICI Bank. 

His last assignment was heading the fixed income vertical at DSP Mutual Fund.

He joined DSPMF as a rates specialist in 2017 and was soon elevated to Head – Fixed Income in February 2019. 

Sapient adds another feather to build on its commitment for client-centric (specific), performance-oriented and framework driven solutions to meet our investor requirements. 

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