Samarthya Investment Advisors

What Samarthya Investment Advisors does

Samarthya Investment Advisors LLP is a privately held, early-stage investment advisory firm headquartered at 1211, Maker Chambers V, Nariman Point, Mumbai, India, with a secondary office in Bangalore. Founded in 2021, the firm operates an India- and US-focused 'Founder First' model, backing Seed and Series A rounds across AI, DeepTech, DefenceTech, ClimateTech, AgriTech, FinTech, B2B SaaS, HealthTech, Consumer, and Media startups. Its portfolio to date comprises 15 investments in India and 2 in the United States, including Planys Technologies, Modulus Housing, Nutrifresh, Tardid Technologies, MProfit, and GetWork, among others.

The firm's core products are fundraising advisory services (business planning, pitch deck development, valuation guidance, negotiation support), investor relations, co-investment execution, and access to a domain expert network spanning finance, accounting, taxation, marketing, and logistics. The firm co-invests in every transaction it helps raise capital for, aligning its economics with portfolio company outcomes through equity appreciation rather than purely fee-based advisory. The technology stack is not applicable; Samarthya is a relationship-driven investment firm rather than a software product company.

Samarthya's go-to-market is sales-led and network-driven, with deal sourcing through founder referrals, an extensive domestic and international investor network inherited from the founders' backgrounds (notably Enam Holdings, a USD 3 billion AUM Indian family office), participation in industry events such as WEF Davos 2024, and a dedicated pitch submission portal on the firm website. Revenue is generated through advisory fees and equity returns from co-investment stakes, with a small team of approximately 6-10 professionals including Founder & Partner Jatin Karani, Co-Founder & Partner Karan Goshar, and four investment team members.

Name

Samarthya Investment Advisors

Legal name

Samarthya Investment Advisors LLP

Website

https://samarthya.co.in

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Samarthya Investment Advisors LLP is an early-stage investment firm providing fundraising advisory and co-investment capital to AI, DeepTech, DefenceTech, ClimateTech, AgriTech, and FinTech startups across India and the US, operating from Mumbai and Bangalore.

Ownership category

akta.pro rank

Product category

Venture Capital and Private Equity

NAICS

All Other Financial Investment Activities (52399), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Early-Stage Venture Capital (Series A/B) (FSANAAAB)

akta.pro secondary industries

Venture Capital Fundraising Placement (FSAEALAC), Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)

Keywords

• Venture capital advisory
• Early-stage investing
• Seed funding
• Deep tech investment
• Portfolio management

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Advisory and Deal-Making Services: The firm earns revenue through advisory fees for helping startups raise capital, combined with co-investment in portfolio companies where they take equity stakes. Their 'skin in the game' approach means they co-invest in every transaction they facilitate, generating returns through equity appreciation and exits.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Samarthya Investment Advisors LLP is an early-stage venture capital and investment advisory firm that provides fundraising advisory, investor relations, and co-investment capital to startups across India and the US. The firm sources, evaluates, and executes Seed and Series A investments primarily in AI, DeepTech, and DefenceTech sectors, while also participating in ClimateTech, AgriTech, FinTech, B2B SaaS, HealthTech, and Consumer opportunities. It operates a 'Founder First' model with hands-on support including business planning, pitch deck development, valuation guidance, and negotiation assistance.

Product overview

Samarthya Investment Advisors LLP is an early-stage investment advisory firm that operates as a single unified service offering rather than a platform with distinct products. The firm's core service encompasses fundraising advisory, investor relations, deal origination and evaluation, business planning assistance, and co-investment execution. Their investment focus spans AI, DeepTech, and DefenceTech sectors across India and the US, with a 'Founder First' approach providing transformational capital and domain expert connections to portfolio companies.

Differentiator

Problem solved

Functional benefit

Products and services

• Fundraising Advisory Services
• Investor Relations Services
• Co-Investment Services
• Domain Expert Network Access

Quantifiable outcome

• 15 investments in India and 2 in the US
• +1 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Inflexor Ventures: Indian early-stage VC focused on deep tech and science-led startups across semiconductors, space, and defence. Highly comparable given sector overlap and stage focus.
• YourNest Venture Capital: Indian early-stage VC with explicit deep tech and enterprise focus, investing in AI, IoT, and advanced tech from seed to Series A. Direct thesis peer given Samarthya's AI/DeepTech emphasis.
• Speciale Invest: India-based early-stage VC firm focused exclusively on deep tech and enterprise software startups. Direct comparable as a sub-scale Indian VC targeting the same DeepTech/AI founder pool with sector specialization.
• 3one4 Capital: Bengaluru-based early-stage VC investing across consumer, fintech, and deep tech at seed and Series A. Closely comparable in stage focus, sector breadth, and India-only orientation.
• Ankur Capital: Mumbai-based early-stage VC investing in deep science and tech-enabled startups across agriculture, health, and emerging tech. Comparable scale and India-only focus.
• Bharat Innovation Fund: India-focused deep tech venture fund investing in early-stage startups across AI, robotics, and advanced tech. Closely aligned with Samarthya's DeepTech/DefenceTech thesis at similar check sizes.

Broad incumbents

• Kalaari Capital: One of India's largest early-to-growth stage VCs. Acts as lead on rounds where Samarthya participates (e.g., Modulus Housing Series A), making it both a co-investor and a benchmark for where Samarthya aspires to lead.
• Enam Holdings: $3B AUM Indian family office where Samarthya's founder previously worked and which co-invests in Samarthya's deals. Relevant as a family-office peer and a likely anchor LP for any future Samarthya fund vehicle.

Regional players

• Mumbai Angels: India's first angel network, Mumbai-based, investing in early-stage startups across sectors. Comparable in scale and origin (Mumbai) though operates as a syndicate platform rather than a fund.

Others

• LetsVenture: Indian startup investment platform enabling syndication and curated early-stage deals. Comparable as a deal-origination and co-investment partner (e.g., Planys Technologies round), though structurally different as a marketplace rather than a fund.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/Samarthya_VC
• LinkedInlinkedin.com/company/samarthya-investment-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments29 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Samarthya Investment Advisors