Sapient Wealth Advisors and Brokers Private Limited (SWAB) is an independent financial services company based out of Pune dedicated to helping individuals and companies achieve their financial goals. SWAB is committed to managing financial affairs for a broad spectrum of clients: individuals, families, institutions, foundations, and charitable entities. Collectively the team has more than fifty years of experience serving as investment consultants for domestic and international clients. As a privately owned and managed corporation, SWAB prides itself on the delivery of investment services, high level of individual attention, unbiased guidance and continuity of service unmatched by banks and large financial institutions.
SWAB was established to meet the growing need for highly personalized investment management for individuals in a rapidly growing, increasingly competitive market. SWAB also furnishes investment advice to select institutions and to other fiduciaries, including trustees of charitable funds. The firm was designed to provide more personal attention by its Directors and greater continuity of personnel than banks and larger investment advisors can offer.
At SWAB, we believe in transforming your dreams into aspirations through a methodical approach to investing. We believe in sound and ethical approach, with professional dealings, prompt and courteous service, innovative choice of products and above all unbiased guidance.
Based out of Pune, SWAB’s office is located in the 14th Lane, Prabhat Road, Pune, currently, the team strength is 6 employees.