# Patni Financial Advisors

> Patni Financial Advisors is a VC fund in Mumbai backing Financial Services and Banking. See 15 investments, check sizes, portfolio. Updated Aug 2026.

- Type: VC Fund
- Location: Mumbai, India
- Total investments: 15
- Last investment: Feb 2026
- Lead investor: 13%
- Last updated: Aug 2026
- Website: https://patniadvisors.com/

Patni Financial Advisors is a VC fund in Mumbai focused on Financial Services and Banking. Patni Financial Advisors invests in a wide range of asset classes such as equity, debt, real estate and commodities.

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Financial Services | 3 | 20% |
| Banking | 2 | 13% |
| FinTech | 2 | 13% |
| Internet | 2 | 13% |
| Software | 2 | 13% |

25 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Private Equity | 4 | 27% |
| Angel | 3 | 20% |
| Series C | 3 | 20% |
| Seed | 1 | 7% |
| Series D | 1 | 7% |

7 stages tracked in total.

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Innoviti | Innoviti develops payments processing, credit distribution, and payments management software solutions. It offers uniPAY, a unified payment and card management system for retailers; quickEMI, a solution that provides consumers the option of paying for their purchases in installments on their credit cards; pgEMI, a solution that provides consumersthe option of paying for their purchases in installments; and fastCollect, an automated collection technology for banks and retailers/online megastores. Innoviti serves markets, such as retail, mobile, lifestyle, entertainment, jewelry, education, cabs, holidays, hotels, restaurants, wellness, healthcare, online, and banks. | $11.4M | Venture - Series Unknown | Feb 28, 2026 |  |
| Everest Fleet | Everest Fleet Pvt Ltd is a fleet management company founded in October 2016. We are a fleet of around 500 plus cars and they run under OLA/UBER in Mumbai and Bengaluru. We are one of the leading players in the fleet market. | $30.1M | Series C | Sep 19, 2024 |  |
| GetReplies | GetReplies is a Gen AI autopilot to target 10% response rates from cold email campaigns. You can setup a personalized email campaign in under 4 minutes for 1000s of prospects. Features include, but are not limited to Data Copilot, AI Copilot, AI Autopilot, Unlimited Mailboxes, and Email Warmup.The legal name of GetReplies is LIFEX TechnologiesIndia Private Limited. LIFEX is an AI product startup by former leaders from GE, Honeywell, and Mu Sigma, with 12Y+ experience in Enterprise AI consulting and product management. The founders are original authors of multiple AI / ML product patents and recognized 40 under 40 AI and Data Science leader(s).The startup is backed by Arihant Patni of the Patni Family Office (erstwhile Patni Computer Systems) and other prominent angel investors, who themselves are serial entrepreneurs who were/are backed by some of the world’s finest venture capital firms like Accel, Sequoia, Gobi Partners, B&Y Ventures and Neotribe Ventures, etc. |  | Angel | Apr 01, 2024 |  |
| Pratech Brands | Pratech Brands is a digital-first house of brands that takes pride in uncovering consumer needs and building consumer brands from the ground up to cater to these. | $4.4M | Seed | Feb 19, 2024 |  |
| Canpac Trends | Canpac Trends is a folding carton and packaging solutions company. | $40.8M | Private Equity | Dec 14, 2023 |  |
| Punt Partners | Punt Partners is a company that provides marketing technology services. It provides results through the use of proprietary data, technology, and services. |  | Angel | Dec 18, 2022 |  |
| Innoviti | Innoviti develops payments processing, credit distribution, and payments management software solutions. It offers uniPAY, a unified payment and card management system for retailers; quickEMI, a solution that provides consumers the option of paying for their purchases in installments on their credit cards; pgEMI, a solution that provides consumersthe option of paying for their purchases in installments; and fastCollect, an automated collection technology for banks and retailers/online megastores. Innoviti serves markets, such as retail, mobile, lifestyle, entertainment, jewelry, education, cabs, holidays, hotels, restaurants, wellness, healthcare, online, and banks. | $25M | Series D | Jul 08, 2022 |  |
| Loadshare Networks | Loadshare Networks provides the technology platform, operations know-how, besides providing guidance on business development and branding. It also offers other services, ranging from first-mile, line-haul, and last-mile deliveries to modular logistics software solutions.The services offered by Loadshare Networks Pvt. Ltd. range from first-mile,line-haul, last-mile deliveries, and modular logistics software solution to partners. It is primarily focussed on business-to-consumer (B2C) logistics and has plans to foray into B2B logistics. | $40.1M | Series C | Feb 01, 2022 |  |
| MathCo | TheMathCompany is a data science firm that helps organizations buck age-old trends and create demonstrated value with the help of robust data and analytics transformations. They have become one of the fastest growing AI & ML start-ups in the world in just over two years, disrupting the analytics industry by making enterprises analyticallyself-sufficient. | $50M | Private Equity | Jan 13, 2022 |  |
| Bombay Shaving Company | Bombay Shaving Company is a consumer goods company that focuses on developing a range of shave care, beard care, and skincare products. It specializes in men's grooming, personal care, shaving, beard grooming, skincare, and handmade soaps. Bombay Shaving Company was founded in 2015 and is based in New Delhi, Delhi, India. | $21.5M | Series C | Jan 05, 2022 |  |

10 of 15 investments shown.

## Co-investors
- [Bessemer Venture Partners](https://shizune.co/investors/profile/bessemer-venture-partners) — VC Fund, 3 deals together
- [Brighton Park Capital](https://shizune.co/investors/profile/brighton-park-capital) — VC Fund, 2 deals together
- [FMO](https://shizune.co/investors/profile/fmo) — VC Fund, 2 deals together
- [Trifecta Capital Advisors](https://shizune.co/investors/profile/trifecta-capital-advisors) — VC Fund, 2 deals together
- [57 Stars](https://shizune.co/investors/profile/57-stars) — VC Fund, 1 deal together
- [Aavishkaar Venture Capital](https://shizune.co/investors/profile/aavishkaar-goodwell) — VC Fund, 1 deal together

## Similar investors

### Similar stage
- [Foresight Group](https://shizune.co/investors/profile/foresight-group) — VC Fund
- [YFM Equity Partners](https://shizune.co/investors/profile/yfm-equity-partners) — VC Fund
- [Fondaction](https://shizune.co/investors/profile/fondaction) — VC Fund

## FAQ

### What does Patni Financial Advisors invest in?

Patni Financial Advisors invests primarily in Financial Services, Banking and FinTech startups, most often at Private Equity and Angel stage. Most of the 15 investments tracked by Shizune back companies in India. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### When did Patni Financial Advisors last invest?

The most recent investment recorded for Patni Financial Advisors closed in Feb 2026. Shizune tracks 15 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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