21+ Years of Togetherness

“Reflecting on 21 years of trust and collaboration, we honor the milestones we've reached with your support. Your contributions have made our growth possible.”

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Empowering Your Financial Journey

Helping You Make Informed Investment Decisions in Mutual Funds, PMS & AIF

Empowering Your Financial Journey

Your Goals, Our Guidance

Explore a Wide Range of Financial Solutions with Transparent, Research-Based Advice

Your Goals, Our Guidance

Invest Smart. Stay Informed.

Mutual Funds Distributed Through a Certified AMFI-Registered Distributor

Invest Smart. Stay Informed.

Trusted Advice. Personalized Solutions.

Offering Client-Centric Financial Planning Across Mutual Funds, Tax & Insurance

Trusted Advice. Personalized Solutions.

Clarity. Confidence. Compliance.

SEBI & AMFI-Regulated Financial Services You Can Trust for Every Life Stage

Clarity. Confidence. Compliance.
EXPERT
Founder

Mukesh Patel

Director

With visionary leadership and deep industry knowledge, Mukesh drives strategic growth for the firm. He focuses on building long-term client trust and delivering consistent performance. His guidance inspires innovation, stability, and sustainable success.

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Years Of Experience

Mukesh Patel
Director

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Insurance Claim Settlement

Mission

To become the leading financial service provider in India

Our mission is to make financial stability and growth accessible to every Indian by offering tailored financial services and knowledge. We aim to empower individuals through financial education and personalized services, creating a path to financial well-being.

Vision

To empower people to lead and live better life

Our vision is to be the leading provider of holistic financial services in India, transforming lives through financial empowerment. We aspire to set new standards in the financial industry, ensuring that every individual has the opportunity to secure their financial future.

Values

  • Client First: We prioritize our customers’ needs and satisfaction above all else through a customer-centric approach.
  • Continuous Learning: We embrace growth by constantly learning, evolving, and improving our skills, knowledge, and mindset.
  • Integrity: We nurture trust in every relationship by being honest, ethical, and transparent in all our actions.
  • Service Excellence: We aim to deliver services with precision, timeliness, and a deep sense of responsibility.
  • Ethical Conduct: We uphold the highest moral standards in every decision and action, ensuring fairness, respect, and accountability.

Peace of mind grows when your finance are in trusted hands

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Khushi wealth private limited

Why Choose Us

  • Proactive Communication & Updates
  • Timely Rebalancing of Portfolios
  • Multi-Generation Wealth Solutions
  • Long-Term Relationship Focus
  • Why Choose Us
  • Goal-Oriented Financial Planning
  • Research-Driven Investment Strategies
  • Dedicated Relationship Managers
  • Continuous Learning & Training
Khushi wealth private limited

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Our Guarantee

Stress-Free Experience

We simplify the complex — so you can focus on what really matters.

Clear Documentation, Always

We keep your paperwork simple, organized, and accessible when you need it.

No Mis-selling. Ever.

We recommend what’s best for you, not for us.

24/7 Claims Support

Our dedicated team is with you at every step — day or night.

Smart Tax Planning

Because money saved is money earned — let us help you optimize your returns.

Transparency at Every Step

No hidden fees, no fine print — only clear, honest communication.

Child Future Saving

Plan systematically for your child’s dreams and ambitions with goal-oriented saving strategies and calculators.

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Retirement Planning

Ensure a worry-free retirement by planning your post-retirement finances today with our specialized tools.

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Khushi wealth private limited

Our Team

Nimisha Patel
Nimisha Patel
Managing Director

Nimisha leads with operational excellence and strong managerial insight. She ensures smooth execution across departments with integrity and precision. Her leadership promotes a culture of performance and ethical growth.

Arpita Patel
Arpita Patel
Operations Head

Arpita manages all backend operations with a sharp focus on efficiency and detail. Her structured systems enable timely and seamless service delivery. She is key to ensuring a smooth experience for clients and teams alike.

Bhupendra Parmar
Bhupendra Parmar
Relationship Manager

Bhupendra excels in client engagement with a friendly and solutions-driven approach. He ensures each investment journey is guided, informed, and stress-free. Trust and transparency are at the heart of his relationship management.

Khushi wealth private limited

What Our Clients Say's

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Our Partners

Priya Desai

Entrepreneur
Khushi Investment has truly transformed the way I manage my finances. Their team is extremely professional, transparent, and always ready to help. I feel more confident about my investments now and can focus on growing my business without financial stress.

Abhishek mohe

Entrepreneur
I was new to mutual funds and SIPs, but the team at Khushi Investment guided me step by step. Their suggestions are always based on my goals, not just returns. Highly trustworthy and reliable!

Abhishek mohe

Entrepreneur
I was new to mutual funds and SIPs, but the team at Khushi Investment guided me step by step. Their suggestions are always based on my goals, not just returns. Highly trustworthy and reliable!

Abhishek mohe

Entrepreneur
I was new to mutual funds and SIPs, but the team at Khushi Investment guided me step by step. Their suggestions are always based on my goals, not just returns. Highly trustworthy and reliable!

Abhishek mohe

Entrepreneur
I was new to mutual funds and SIPs, but the team at Khushi Investment guided me step by step. Their suggestions are always based on my goals, not just returns. Highly trustworthy and reliable!
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Khushi wealth private limited