In 2004, Mukesh Patel started Khushi Wealth in Anand with nothing but a mission. Families were being misguided, missold, and left to figure it out alone. That was not acceptable. Twenty one years later, that mission has grown into a platform managing ₹600+ crore for 4,500+ families across India, the USA, the UK, and Australia.
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Founded as Khushi Investment. Started with insurance advisory.
Expanded into mutual fund distribution. Helped investors participate in India's growth story.
Founded Khushi Academy to train mutual fund distributors across India.
Rebranded as Khushi Wealth Private Limited. Reflecting a broader vision for complete wealth management.
Opened a larger, modern office. Serving a growing team and a growing client base.
We help you achieve financial freedom with simple, disciplined, and trusted investment strategies.
Build strong SIP portfolios with a target of ₹25 Crore
Serve and delight 10,000+ happy clients
Make financial freedom accessible across India through 10 offices
Create a team of 100+ committed professionals
Expand globally in USA, UK, and Australia
Deliver advice with honesty, discipline, and consistency
Create wealth that brings peace, stability, and long-term prosperity
To become a trusted wealth partner for every family, helping them live a better and financially free life.
Build a community of 10,000 financially confident investors
Achieve ₹10,000 Crore AUM with disciplined investing
Become a leading financial service provider in India
Spread financial literacy to every household we serve
Create a system that delivers consistent, long-term wealth creation
To empower you to lead and live a better life.
Your goals always come before everything else
We do what is right, always
We aim to exceed expectations, every time
We keep improving to serve you better
We help you understand money, not just invest it
We stay with you through every stage of your journey
Mukesh Patel has over 21 years of experience in financial services. He began his journey in 2004 with Khushi Investment, providing insurance advisory services.
In 2008, he expanded into mutual fund distribution to help investors participate in India’s long-term growth.
Today, Khushi Wealth serves 4,500+ families across India and globally, including a strong base of NRI investors.
He is also the founder of Khushi Academy, a platform dedicated to training mutual fund distributors across India.
His philosophy is simple.
“SIP Karavo, Life Banavo.”