Welcome to the second episode of Fintegrity Stories, where we celebrate the unsung heroes who operate with integrity in the financial world. In this particular episode, we delve deep into the inspiring story of Amit Bivalkar, Co-Founder of Sapient Finserv Private Limited, who has more than 15 years of experience as a Financial Advisor.
Time Stamps
0:44 - 1:58 Chapter 1: The Roots
Amit shares growing up in a military background, losing his father at an early age, how he had to give up on music and choose another profession because of monetary reasons.
1:59 - 4:00 Chapter 2: Musician Turned Financial Advisor
Amit talks about his experiences working for firms like AIG, Fidelity, and DSP.
4:01 - 5:14 Chapter 3: The Birth of Sapient
How the 2008 Global Financial Crisis gave Amit a reality check and made him start Sapient Wealth.
5:15 - 8:01 Chapter 4: The Values: What Not To Do
Amit shares how his mentor and bosses taught him lessons about ethical selling, Sapient’s way of operating on certain values, and how his past job experiences helped him in Sapient.
8:03 - 11:11 Chapter 5: The Entrepreneurial Journey
His early days as an entrepreneur at Sapient, his family's first response when he disclosed becoming an entrepreneur, and his specific views on entrepreneurship
11:13 - 13:41 Chapter 6: Who Is Your Friend?
Opinion on how financial advisor don't handle family's finances and how should we distinguish between friends and acquaintances.
13:43 - 15:27 Chapter 7: Client’s Interest First
Amit’s friends’ advice on interest priority of clients, employees and the promoter of a company, also shares the culture at Sapient Finserv.
15:28 - Chapter 8: Why Integrity Matters?
How integrity and finance go hand in hand, Amit also emphasizes the value of transparency and integrity at home.
Join us as we deep dive into Amit Bivalkar’'s inspiring journey and gain insights into how integrity can redefine success in the financial industry.
If you are inspired by Amit's story and want to start your journey as a financial advisor, reach out to us to get more details: 1fin.me/3L1UKJ8
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