About Patni Investmart
A Bhopal-based mutual fund distribution and insurance services firm serving investors across India and worldwide.
A distribution desk you can visit
Patni Investmart operates from S-250, BDA Complex, Shivaji Nagar in Bhopal. The AMFI registration (ARN-135254) is held by our owner, Yogesh Jain, and our team works with resident and non-resident investors across the country and abroad.
We distribute mutual funds, insurance, fixed deposits, PMS and demat accounts from multiple providers. We do not manufacture any product and we do not provide investment advice. Our job is to give you accurate information, process your transactions correctly and stay available for servicing.
Visit or call usEverything under one roof
Mutual funds & SIPs
Schemes across AMCs, SIP registration and complete transaction servicing.
Insurance
Life, health and general insurance with renewal and claim support.
NRI services
KYC, FATCA and investment servicing for NRIs and OCIs worldwide.
PMS access
Onboarding to SEBI-registered portfolio managers for eligible investors.
Demat accounts
Account opening with a SEBI-registered broker and depository participant.
Everyday servicing
KYC, nominee, bank mandate and statement requests from one desk.
Principles we follow
These shape every conversation, from the first call to the hundredth service request.
Documents first
We share scheme and policy documents before any investment, not after.
Costs disclosed
We explain regular and direct plans and disclose the commission we receive.
Your decision
We do not provide investment advice. You decide, with full information.
Data kept private
Your personal data is used only to service your investments.
Reachable
Phone, WhatsApp, email and in-person meetings, six days a week.
Clear escalation
A defined grievance process with timelines and regulator links.
Our registration details
You can verify our ARN on the AMFI website.
| Registration | Number / Holder | Issued | Valid till |
|---|---|---|---|
| AMFI Registered Mutual Fund Distributor | ARN-135254 · Yogesh Jain | 29-12-2023 | 31-12-2026 |
| APMI Registered PMS Distributor | Yogesh Jain | 08-07-2026 | 11-09-2029 |
Our AMC Partners
We distribute schemes of leading Asset Management Companies registered with SEBI.
Talk to us about your next step
Call, WhatsApp or visit our Bhopal office. We work with investors across India and worldwide.