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Mukesh Patel
DirectorWith 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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Countries
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Happy Clients
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Crore Of AUM
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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.
Our Mobile App
Our Services


Financial Planning


Systematic Investment Facility


Gift City Investments
Why Choose Us
Proactive Communication & Updates
Timely Rebalancing of Portfolios
Multi-Generation Wealth Solutions
Long-Term Relationship Focus
Goal-Oriented Financial Planning
Research-Driven Investment Strategies
Dedicated Relationship Managers
Continuous Learning & Training
Latest Videos



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.
Start PlanningRetirement Planning
Ensure a worry-free retirement by planning your post-retirement finances today with our specialized tools.
Plan RetirementOur Team

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.

Nimisha Patel
Managing DirectorNimisha 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
Operations HeadArpita 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
Relationship ManagerBhupendra 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.
What Our Clients Say's

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.
Priya Desai
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!
Abhishek mohe
EntrepreneurContact Us
Priya Desai
Entrepreneur

Abhishek mohe
Entrepreneur

Abhishek mohe
Entrepreneur

Abhishek mohe
Entrepreneur

Abhishek mohe
Entrepreneur
