MUMBAI The Patni family office, a multi-generational investment group, has increased it’s holding in MSME lender UGRO Capital, beyond 5% according to an exchange filing. As per the filing Zodiac Wealth Advisors LLP, the Patni Group’s investment vehicle, along with 22 other entities comprising individual family members, trusts, and holding vehicles, collectively holds 79,52,860 shares, or 5.0268% of UGRO Capital’s paid-up equity. The acquisition, made entirely through open market purchases using own funds, crossed the 5% threshold on February 9, 2026. The group has clarified it has no relationship with the promoter group and is investing purely for long-term portfolio purposes. Patni Financial Advisors, established in 2005, operates as a family investment office deploying capital across equity, debt, real estate, commodities, and other financial structures. The family office invested ₹1,161 crore in 2022 alone, its highest single-year deployment, and tracks a portfolio of over 137 companies spanning fintech, retail, consumer, software, and financial services.

Patni Family Office hikes stake in UGRO Capital beyond 5%

The Patni family office, a multi-generational investment group, has increased it’s holding in MSME lender UGRO Capital, beyond 5% according to an exchange filing.

As per the filing Zodiac Wealth Advisors LLP, the Patni Group’s investment vehicle, along with 22 other entities comprising individual family members, trusts, and holding vehicles, collectively holds 79,52,860 shares, or 5.0268% of UGRO Capital’s paid-up equity.

The acquisition, made entirely through open market purchases using own funds, crossed the 5% threshold on February 9, 2026.

The group has clarified it has no relationship with the promoter group and is investing purely for long-term portfolio purposes.

Patni Financial Advisors, established in 2005, operates as a family investment office deploying capital across equity, debt, real estate, commodities, and other financial structures.

The family office invested ₹1,161 crore in 2022 alone, its highest single-year deployment, and tracks a portfolio of over 137 companies spanning fintech, retail, consumer, software, and financial services.