When was Patni Financial Advisors founded?

Patni Financial Advisors was founded in 2005.

Where is Patni Financial Advisors' headquarters located?

Patni Financial Advisors' headquarters is located in Mumbai (India).

How big is Patni Financial Advisors' investment team?

Patni Financial Advisors has a team of 16, including 5 partners.

How many companies has Patni Financial Advisors invested in?

Patni Financial Advisors has invested in 54 companies, including InCred & Bombay Shaving.

Which companies has Patni Financial Advisors invested in lately?

Innoviti & Loopie are the latest investments by Patni Financial Advisors.

Patni Financial Advisors - 2026 Investor Profile, Portfolio & Team

Patni Financial Advisors is a private equity firm founded in 2005. It is primarily based in Mumbai, India. In the last 12 months, it has participated in 5 funding rounds.

A lot of funds co-invest with Patni Financial Advisors, with names like Patni Wealth Advisors sharing a substantial percentage of its portfolio.

Patni Financial Advisors has a team of 16 people, including 5 partners.

Key Metrics

Founded Year

2005

Location

Mumbai, India

Investment Deals

InCred, Bombay Shaving & 52 more

View Patni Financial Advisors's full profile

They have invested in a total of 54 companies. Their most recent investment was in Innoviti (Series E round) on Feb 28, 2026. Here is the most recent investment by Patni Financial Advisors:

Date	Company	Round	Amount	Co-Investors
Feb 28, 2026	Innoviti	Series E	8516	Bessemer Venture Partners ... and 3 others
Dec 19, 2025	Loopie	Seed	1836	Sauce and 2 others
Dec 19, 2025	Loopie	Conventional Debt	1567	Sauce and 2 others
Dec 04, 2025	Jollee	Seed	7560	Sauce and 6 others

View all investments by Patni Financial Advisors

Here is the portfolio snapshot of Patni Financial Advisors:

Investments by Year

The maximum number of investments were made in 2020

Patni Financial Advisors has a team of 16 members including 5 Partners and 6 Principals located in India. Patni Financial Advisors' team sits on the board of 4 companies.

Here is a list of top team members in Patni Financial Advisors:

Name	Designation	Location	Board Memberships	Contact Details
Arihant Patni .	Partner	Mumbai	MathCo, BabyChakra and 6 more	5 Emails, 3 Phone numbers
Ashok Patni	Partner	-	-	1 Email
Gajendra Patni	Partner	-	-	1 Email
Apoorva Patni	Partner	-	-	1 Email
Vijay Babar	Principal	Thane	-	1 Email, 1 Phone number
Vipul Khariwal	Principal	Mumbai	-	1 Email
Gautam Sehgal	Principal	Mumbai	-	1 Email, 1 Phone number
Vivek Sharma	Principal	Mumbai	-	1 Email
Ankur Shah	Principal	Mumbai	-	1 Email

View team details of Patni Financial Advisors

Over the past 21 years, 525 investors have co-invested in Patni Financial Advisors's portfolio companies.

Top Co-investors of Patni Financial Advisors: 525 investors entered a company along with Patni Financial Advisors. These include investors like Patni Wealth Advisors (5 companies).

View the list of Co-Investors of Patni Financial Advisors

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Payment gateway and PoS firm Innoviti raised Rs 70 Cr debt & equity Series E fundingIncubees•Aug 14, 2024•Innoviti, Bessemer Venture Partners, Patni Financial Advisors, Alumni Ventures

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Innoviti raises $8.3m in Series E round led by Random Walk SolutionsIBS Intelligence•Aug 13, 2024•Innoviti, Random Walk Solutions, Bessemer Venture Partners, Patni Financial Advisors and 2 others

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Innoviti kicks off Series E round with Rs 40 Cr led by BessemerEntrackr•Apr 01, 2024•Innoviti, Bessemer Venture Partners, Patni Financial Advisors, Reliance Industries and 3 others

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Datamotive Secures $3.8 Million Funding to Enable Seamless Business Continuity Across CloudsABC Cloud Services•Aug 12, 2023•Datamotive, Morphosis Venture Capital, 3one4 Capital, YourNest and 1 other

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YourNest Venture Capital - Early-stage DeepTech & Enterprise Startup Funding from IndiaYourNest•Aug 08, 2023•Datamotive, Morphosis, 3one4 Capital, YourNest and 1 other

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