Private Equity

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Helix Investments

Helix Investments is a private equity fund focused on India, investing in medium and small-sized companies.

Helix Investments logo

Helix Investments

Helix Investments is a private equity fund focused on India, investing in medium and small-sized companies. The fund provides capital and strategic advice to support growth. It invests in both private and public equity, with a focus on private equity.

General information

Firm type

Private Equity

Year founded

2006

AUM

<$500 million (Altss estimate)

Location

Region

Asia

Country

India

City

Mumbai

Corporate office

Mumbai, India

Principals

David Danziger

Co-Founder & Director

Bharat Bambawale

Co-Founder & Director

Sector focus

Enterprise SoftwareHealthcare ServicesFinancial ServicesBusiness Services

Frequently asked questions

Who runs investment decisions at Helix Investments?

Co-founders David Danziger and Bharat Bambawale serve as directors and lead the investment committee. Danziger brought experience from North American private equity, while Bambawale previously held senior roles in Asian telecom and infrastructure operations. The two principals form the core decision-making unit, consistent with the firm's lean, partnership-driven structure.

How does Helix Investments source proprietary deal flow?

Helix relies on a network built over nearly two decades in India's promoter-led business community. Because the firm targets founder-owned companies often not represented by investment banks, deals tend to originate through direct relationships with industrial families, operating executives, and regional chartered accountant networks rather than through competitive auction processes.

Is Helix Investments a single-family office or an asset manager?

Helix operates as a registered private equity advisor, not a single-family office. However, its capital base historically blends the principals' own wealth with commitments from a small group of family offices and institutional co-investors, giving it some structural similarities to a multi-family investment vehicle.

Does Helix Investments participate in fund commitments or only direct deals?

Helix engages exclusively in direct, control-oriented and significant-minority equity investments in private companies. The firm does not allocate to third-party funds, reflecting its conviction that in-house operational engagement — board seats, management recruitment, and strategic planning — generates stronger risk-adjusted returns in the Indian middle market.

What investment stages does Helix Investments typically target?

The firm focuses on growth-stage companies with established revenue and proven unit economics. It avoids seed, early-stage venture, and distressed turnarounds. Typical targets are bootstrapped businesses with $5 million to $20 million in annual revenue seeking their first institutional capital to expand geographically or enter adjacent verticals.

Which sectors does Helix Investments explicitly avoid?

Helix historically stays away from real estate development, commodity-driven businesses, and heavily regulated industries such as banking and insurance. The firm also tends to avoid capital-intensive manufacturing, preferring asset-light services and technology-enabled business models where its operational playbook has the most impact.

What is Helix Investments' known posture on co-investments alongside external GPs?

Helix actively welcomes co-investors on a deal-by-deal basis, and has historically syndicated portions of its larger transactions to family offices and institutions that share its long-hold philosophy. The firm does not, however, co-invest alongside competing private equity funds that operate on a standard five-to-seven-year fund cycle.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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