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Samarthya Investment Advisors

611, 6th Floor, Maker Chambers-5, Jamnalal Bajaj Road, Nariman Point, Mumbai, Maharashtra, 400021, India

Overview

Investment firm providing financial advisory services.

Founded

2021

Deals · 12mo

2

Links

WebsiteLinkedIn

Stage focus

Series A
Series B

Geographic focus

India

Sector focus

—

Investment portfolio

5rounds
NAMEDATESIZE
Planys Technologies
Dec 2025Participated
$11 MOther Equity
Modulus Housing
Dec 2025Led
$8 MSeries A
The ePlane Company
Nov 2024Participated
$14 MSeries B
GetWork
Feb 2023Led
$0.85 MSeries A
MProfit Software
Jan 2023Participated
$2 MOther Equity
Planys Technologies
Dec 2025Participated
$11 MOther Equity
Modulus Housing
Dec 2025Led
$8 MSeries A
The ePlane Company
Nov 2024Participated
$14 MSeries B
GetWork
Feb 2023Led
$0.85 MSeries A
MProfit Software
Jan 2023Participated
$2 MOther Equity
5
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Samarthya Investment Advisors: 5 funding rounds are recorded in the selected participation categories.All available history.
Samarthya Investment Advisors: 5 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A20
Series B01
Other Equity02

Monthly Deal Activity

Samarthya Investment Advisors: 5 deals are recorded across 46 months.All available history.
Samarthya Investment Advisors: 5 deals are recorded across 46 months. All available history
MonthDeals
Jan '231
Feb '231
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '241
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 '252
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Samarthya Investment Advisors: Networks, Cloud & Communication is the largest displayed sector by deal count (2 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.

Samarthya Investment Advisors: Networks, Cloud & Communication is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Networks, Cloud & Communication2
Hardware & Robotics2
Education & Workforce1
Fintech1
Manufacturing1
AR/VR1
Professional Services1
Clean Energy & Sustainability1
Real Estate & Construction1
Space & Frontier Tech1
Transportation & Logistics1

Deal Size Distribution

Samarthya Investment Advisors: 5 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.

Samarthya Investment Advisors: 5 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M2
$5M-$10M1
$10M-$25M2
$25M-$50M0
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Samarthya Investment Advisors: India has the largest recorded deal count among the displayed regions (5 deals).All available history.

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

Samarthya Investment Advisors: India has the largest recorded deal count among the displayed regions (5 deals). All available history
RegionDeals
India5
Samarthya Investment Advisors: 20 co-investors are shown, with 3i Partners 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.

Samarthya Investment Advisors: 20 co-investors are shown, with 3i Partners sharing 1 recorded deals. All available history
Co-investorShared deals
3i Partners1
Anicut Capital1
Artha Venture Fund1
Auxano Capital1
EDBI1
Enam Investments1
Gruhas1
Hero1
Java Capital1
Kalaari Capital1
LetsVenture1
Micelio Fund1
Naval1
NVS Wealth Managers1
Pratithi Investment Trust1
Redstart1
Sigma1
Speciale Invest1
SVAS1
Zerodha1

Investment Strategy

Samarthya Investment Advisors: Led accounts for 40% and participating for 60% of round participation.All available history.
Samarthya Investment Advisors: Led accounts for 40% and participating for 60% of round participation. All available history
CategoryDeals (count)Share (%)
Led240%
Participating360%
Samarthya Investment Advisors: Single-lead accounts for 0% and co-led for 100% of lead dynamics.All available history.
Samarthya Investment Advisors: Single-lead accounts for 0% and co-led for 100% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led2100%

Team

Karan Goshar

co-founder and partner