Sapient Wealth Advisors And Brokers Private Limited

Distributes financial products and offers wealth management services.

2009 | Pune, Maharashtra (India) | Active
Last Updated: June 16, 2024

Sapient Wealth Advisors And Brokers Profile

Key Indicators

  • Authorised Capital ₹ 1.00 Cr
  • Paid Up Capital ₹ 1.00 Cr
  • Company Age 15 Year, 7 Months
  • Last Filing with ROC 31 Mar 2023
  • Revenue Growth 14.23%
  • Profit Growth 312.81%
  • Ebitda 313.84%
  • Net Worth 156.71%
  • Total Assets 41.92%

About Sapient Wealth Advisors And Brokers

Sapient Wealth Advisors And Brokers Private Limited (SWAABPL) is a leading Private Limited Indian Non-Government Company incorporated in India on 23 June 2009 and has a history of 15 years and seven months. Its registered office is in Pune, Maharashtra, India.

The Company is engaged in the Finance And Insurance Industry.

The Company's status is Active, and it has filed its Annual Returns and Financial Statements up until 31 March 2023. It's a company limited by shares with an authorized capital of Rs 1.00 Cr and a paid-up capital of Rs 1.00 Cr, as per Ministry of Corporate Affairs (MCA) records.

Pallav Bagaria, Amit Bivalkar, Dhruv Mehta, and Three other members serve as directors at the Company.

Company Details

  • Location

    Pune, Maharashtra, India

  • Telephone

    +91-XXXXXXXXXX

  • Email Address
  • Social Media
  • Apps

Corporate Identity Details

  • CIN/LLPIN

    U74992PN2009PTC134179

  • Company No.

    134179

  • Company Classification

    Private Limited Indian Non-Government Company

  • Incorporation Date

    23 Jun 2009

  • Date of AGM

    30 Sep 2023

  • Date of Balance Sheet

    31 Mar 2023

  • Listing Status

    Unlisted

  • ROC Code

    Roc Pune

Industry

Finance and Insurance

Who are the key members and board of directors at Sapient Wealth Advisors And Brokers?

Board Members (6)

Name Designation Appointment Date Status
Paresh Kariya Country flag representing In Director 27-Mar-2019 Current
Pallav Bagaria Country flag representing In Director 27-Mar-2019 Current
Janak Shah Country flag representing In Director 23-Jun-2009 Current
Amit Bivalkar Country flag representing In Director 25-Sep-2009 Current
Dhruv Mehta Country flag representing In Director 12-Aug-2020 Current
Roopa Venkatkrishnan Country flag representing In Director 12-Aug-2020 Current

Financial Performance of Sapient Wealth Advisors And Brokers.

Sapient Wealth Advisors And Brokers Private Limited, for the financial year ended 2023, experienced significant growth in revenue, with a 14.23% increase. The company also saw a substantial improvement in profitability, with a 312.81% increase in profit. The company's net worth Soared by an impressive increase of 156.71%.

Graph illustrating revenue growth over time
Graph showing profit and loss trends over time
  • Key Matrics
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • Ratios
Metrics
(FY 2023) YOY Growth
(FY 2022) (FY 2021) (FY 2020) (FY 2019)
Total Revenue
14.23%
Revenue from Operations
14.53%
Total Assets
41.92%
Profit or Loss
312.81%
Net Worth
156.71%
EBITDA
313.84%

What is the Ownership and Shareholding Structure of Sapient Wealth Advisors And Brokers?

In 2023, Sapient Wealth Advisors And Brokers had a promoter holding of 98.11% and a public holding of 1.89%. The company had 1 Subsidiary. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

Shareholding Indicator graph

Charges (Loans)

Placeholder for charges-related data

There are no open charges registered against the company as per our records.

How Many Employees Work at Sapient Wealth Advisors And Brokers?

Sapient Wealth Advisors And Brokers has a workforce of 11 employees as of Mar 27, 2024. Unlock access to detailed historical data on individuals associated with the company, including employment records, contributions to the Employees' Provident Fund Organization (EPFO), and other related insights.

Graph showing employee growth trends

Deals i

Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of Sapient Wealth Advisors And Brokers, offering detailed information on various transactions, including security allotment data. Explore the intricate details of financial agreements, mergers, acquisitions, divestitures, and strategic partnerships that have shaped Sapient Wealth Advisors And Brokers's trajectory.

Rating

Graph displaying rating trends over time

Access the credit rating data, providing valuable insights into the company's creditworthiness and financial stability. Explore assessments from leading credit rating agencies, evaluating factors such as debt obligations, liquidity, profitability, and overall financial health.

Alerts

Alert Indicator

Stay informed about regulatory alerts and litigation involving and associated companies. Receive timely updates on legal proceedings, regulatory changes, and compliance issues that may impact the company's operations, reputation, and financial performance. Monitor litigation involving subsidiaries, joint ventures, and other affiliated entities to assess potential risks and liabilities.

Latest Updates, News, and FAQs on Sapient Wealth Advisors And Brokers

Recent activity within the organization

  • Annual General Meeting

    Sapient Wealth Advisors And Brokers Private Limited last Annual general meeting of members was held on 30 Sep 2023 as per latest MCA records.

    30 Sep 2023

  • Balance Sheet

    Sapient Wealth Advisors And Brokers Private Limited has filed its annual Financial statements for the year ended 31 Mar 2023 with Roc Pune.

    31 Mar 2023

  • Director Appointment

    Dhruv Lalit Mehta was appointed as a Director was appointed as a Director on 12 Aug 2020 & has been associated with this company since 4 years 5 months .

    12 Aug 2020

  • Director Appointment

    Roopa Venkatkrishnan was appointed as a Director was appointed as a Director on 12 Aug 2020 & has been associated with this company since 4 years 5 months .

    12 Aug 2020

  • Director Appointment

    Pallav Bagaria was appointed as a Director was appointed as a Director on 27 Mar 2019 & has been associated with this company since 5 years 10 months .

    27 Mar 2019

  • Director Appointment

    Paresh Shantilal Kariya was appointed as a Director was appointed as a Director on 27 Mar 2019 & has been associated with this company since 5 years 10 months .

    27 Mar 2019

Frequently asked questions

  • Sapient Wealth Advisors And Brokers Private Limited was incorporated on 23 Jun 2009.

  • The authorized share capital of Sapient Wealth Advisors And Brokers Private Limited is ₹ 1.00 Cr and paid-up capital is ₹ 1.00 Cr.

  • Currently 6 directors are associated with Sapient Wealth Advisors And Brokers Private Limited.

    • Pallav Bagaria
    • Amit Anand Bivalkar
    • Dhruv Lalit Mehta
    • Paresh Shantilal Kariya
    • Roopa Venkatkrishnan
    • Janak Dilip Shah
  • As per Ministry of Corporate Affairs (Mca), the registered address of Sapient Wealth Advisors And Brokers Private Limited is Office No. 401 Guardian Square Survey No/City Survey No.8/20Erandavana, Pune, Maharashtra, India, 411004.

  • The corporate identification number (CIN) of Sapient Wealth Advisors And Brokers Private Limited is U74992PN2009PTC134179 and the company number is 134179 as per Ministry of Corporate Affairs (MCA).

  • The Official website of Sapient Wealth Advisors And Brokers Private Limited is https://www.sapientwealth.in

  • According to the financial reports for the fiscal year 2023, the revenue trend for Sapient Wealth Advisors And Brokers Private Limited has risen by 14.23%.

  • As Per 2023 financial reports, 11 employees are currently employed by Sapient Wealth Advisors And Brokers Private Limited.

  • The financial reports for the fiscal year 2023 indicates that The net worth of Sapient Wealth Advisors And Brokers Private Limited has experienced an upsurge of 156.71%.

  • The most recent Balance Sheet for Sapient Wealth Advisors And Brokers Private Limited was filed with the ROC on 31 Mar 2023.

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