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Patni Wealth Advisors

311 Raheja Chambers Free Press Journal Marg, Nariman Point, Mumbai, Maharashtra, 400021, India

Overview

Investment firm providing wealth advisory services.

Founded

2012

Deals · 12mo

0

Links

Website

Stage focus

Debt

Geographic focus

India

Sector focus

—

Investment portfolio

1rounds
NAMEDATESIZE
Pratech Brands
Feb 2024Participated
$24 MDebt
Pratech Brands
Feb 2024Participated
$24 MDebt
1
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Patni Wealth Advisors: 1 funding rounds are recorded in the selected participation categories.All available history.
Patni Wealth Advisors: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Debt01

Monthly Deal Activity

Patni Wealth Advisors: 1 deals are recorded across 33 months.All available history.
Patni Wealth Advisors: 1 deals are recorded across 33 months. All available history
MonthDeals
Feb '241
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Patni Wealth Advisors: Networks, Cloud & Communication is the largest displayed sector by deal count (1 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Patni Wealth Advisors: Networks, Cloud & Communication is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Networks, Cloud & Communication1

Deal Size Distribution

Patni Wealth Advisors: 1 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Patni Wealth Advisors: 1 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M1
$25M-$50M0
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Patni Wealth Advisors: India has the largest recorded deal count among the displayed regions (1 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Patni Wealth Advisors: India has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
India1
Patni Wealth Advisors: 8 co-investors are shown, with AMD Consultancy Services sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Patni Wealth Advisors: 8 co-investors are shown, with AMD Consultancy Services sharing 1 recorded deals. All available history
Co-investorShared deals
AMD Consultancy Services1
AS Desaai Consultants1
Eco Power Systems1
Oorumane Mercantile1
Peak XV Partners1
Spring Marketing Capital1
Stride Ventures1
Surge Ventures1

Investment Strategy

Patni Wealth Advisors: Led accounts for 0% and participating for 100% of round participation.All available history.
Patni Wealth Advisors: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating1100%
Patni Wealth Advisors: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Patni Wealth Advisors: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

No team members found for this fund.