About Patni Financial Advisors
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 3 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
Patni Financial Advisors' Portfolio
They have invested in a total of 53 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 | Series E | 4250 | ||
Dec 04, 2025 | Seed | 7245 | ||
Nov 12, 2025 | Series D | 6928 | ||
Jun 05, 2025 | Series B | 3429 | and 19 others |
Here is the portfolio snapshot of Patni Financial Advisors:
Investments by Year
The maximum number of investments were made in 2020
Team profile of Patni Financial Advisors
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 |
|---|---|---|---|---|
Partner | Mumbai | BabyChakra, MathCo and 6 more | ||
Partner | - | - | ||
Partner | - | - | ||
Partner | India | - | ||
Principal | Thane | - | ||
Principal | Mumbai | - | ||
Principal | Mumbai | - | ||
Principal | Mumbai | - | ||
Principal | Mumbai | - |
Co-investors of Patni Financial Advisors
Over the past 21 years, 521 investors have co-invested in Patni Financial Advisors's portfolio companies.
- Top Co-investors of Patni Financial Advisors: 521 investors entered a company along with Patni Financial Advisors. These include investors like Patni Wealth Advisors (5 companies).
Patni Financial Advisors News
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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, Tanishq and 2 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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Datamotive Secures Usd 3.8 Million Funding To Enable Seamless Business Continuity Across CloudsAsian News International•Aug 08, 2023•Datamotive, Morphosis, 3one4 Capital, YourNest and 1 other
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Datamotive Raises USD3.8M in FundingFinSMEs•Aug 08, 2023•Datamotive, Morphosis, 3one4 Capital, YourNest and 1 other
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Datamotive Secures $3.8 Million Funding To Enable Seamless Business Continuity Across CloudsBusinessFortNight•Aug 08, 2023•Patni Financial Advisors, YourNest, 3one4 Capital, Morphosis and 1 other
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Datamotive Secures $3.8 Million Funding To Enable Seamless Business Continuity Across CloudsDevdiscourse•Aug 08, 2023•Datamotive, Morphosis, 3one4 Capital, YourNest and 1 other
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DATAMOTIVE SECURES $3.8 MILLION FUNDING TO ENABLE SEAMLESS BUSINESS CONTINUITY ACROSS CLOUDSPR Newswire•Aug 08, 2023•Datamotive, Morphosis, 3one4 Capital, YourNest and 1 other
