Rooted in Bhopal
Patni Investmart is a mutual fund distribution and insurance services firm based in Shivaji Nagar, Bhopal. We help individuals, families and businesses access mutual funds, insurance, fixed deposits, PMS and demat accounts from one place.
Our role is simple: share accurate product information, disclose our costs openly, and take care of the paperwork and servicing so that you can focus on your decisions.
- Scheme documents and riskometers shared before every investment
- Commission earned on regular plans disclosed openly
- One contact for KYC, transactions, renewals and service requests
Services for every stage of investing
From your first SIP to insurance renewals and NRI paperwork, each service has its own page with details, process and FAQs.
Mutual Fund Distribution
Access to schemes across AMCs, with paperwork, transactions and servicing handled for you.
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SIP Services
Start, step up, pause or modify SIPs, with auto-debit mandates set up correctly.
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Tax-Saving Investments
ELSS, tax-saver deposits and eligible insurance premiums, with the paperwork kept in order.
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Retirement Solutions
Products for building a retirement corpus and drawing a regular income from it later.
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Insurance Solutions
Life, health, motor, home and travel cover, plus help with renewals and claims.
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NRI Investment Services
Invest in Indian mutual funds and other products from anywhere, through NRE or NRO accounts.
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Portfolio Management
Access to SEBI-registered PMS strategies for investors meeting the ₹50 lakh minimum.
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Demat & Trading A/c
Open a demat and trading account with a SEBI-registered broker, with paperwork support.
View detailsProducts you can access through us
Market-linked, fixed-income and protection products from multiple providers.
Equity Mutual Funds
Invest mainly in shares of companies across market caps and sectors. Suited to longer horizons; values can fall sharply in the short term.
Debt Mutual Funds
Invest in bonds, government securities and money market instruments. Carry interest-rate and credit risk.
Hybrid Funds
Combine equity, debt and sometimes gold in one scheme, in proportions set by the scheme mandate.
ELSS (Tax-Saver) Funds
Equity schemes eligible for deduction under the old tax regime, with a mandatory 3-year lock-in.
Index Funds & ETFs
Track an index such as the NIFTY 50 or SENSEX at a low cost. Returns follow the index, including its falls.
Fixed Deposits
Corporate and bank deposits with a fixed interest rate for a chosen tenure. Check the issuer's credit rating.
Clear, disclosed, reachable
We believe investors should know exactly what they are buying, what it costs and who to call when something needs fixing.
- Regular and direct plans explained
- Riskometer shared for every scheme
- Commission disclosure on request
- Multiple AMCs and insurers
- NRI servicing across time zones
- Escalation path for grievances
Estimate before you invest
Seven calculators to estimate SIP values, lumpsum growth, step-up SIPs, withdrawals, goal amounts, retirement corpus and FD maturity.
- Adjust amounts, rates and tenure with sliders
- See invested amount and estimated gains side by side
- Illustrations only, based on the rates you enter
Our AMC Partners
We distribute schemes of leading Asset Management Companies registered with SEBI.
What our clients say
Feedback from investors about our service, paperwork and support.
Our SIP mandate kept bouncing after we changed banks. The team handled the mandate change with the AMC within days and kept us updated on WhatsApp throughout.
As an NRI in Dubai I was dreading the KYC. Everything was done over a video call and courier, and each form was explained to me before I signed it.
They explained the difference between regular and direct plans and told me plainly what commission they earn. That openness is the reason I stayed.
When my father was hospitalised they helped us put the claim file together and kept following up with the insurer on our behalf.
My folios were spread across four fund houses. They helped me download a consolidated statement and add nominees in every one of them.
Renewal reminders for my car, home and health policies arrive well before the due date. I no longer keep track of those dates myself.
Testimonials reflect individual experiences with our service only. They are not an indication of future service, investment performance or returns.
Read before you invest
Plain-language articles on how products work, what they cost and what to check.
How a SIP works: rupee cost averaging explained
What actually happens to your money each month when a SIP instalment is debited, and what a SIP can and cannot do.
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Regular vs direct plans: what every investor should know
Every mutual fund scheme comes in two versions. Here is how they differ, and why the choice is entirely yours.
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ELSS and Section 80C: the key facts
Lock-in, taxation, regime choice and risk: the points to check before you invest in a tax-saver fund.
Read article
Talk to us about your next step
Call, WhatsApp or visit our Bhopal office. We work with investors across India and worldwide.