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Investor Grievance Redressal

Our Commitment

Khushi Wealth Private Limited (ARN-195636), AMFI Registered Mutual Fund Distributor & SIF Distributor, is committed to fair, timely, and transparent resolution of all investor complaints in line with SEBI and AMFI guidelines. We treat every complaint seriously and work to resolve it as quickly as possible.

How to Lodge a Complaint

Preferred Email: admin@khushiwealth.com

Investor Helpline: +91 7016067350

Director: Mr. Mukeshkumar P. Patel — mukesh@khushiwealth.com — +91 99799 44844

Office: 104, Maruti Sumiran, Opp. Nandbhumi Party Plot, Anand - V.V.N Road, Anand, Gujarat-388001

Hours: Monday to Friday, 10:00 AM to 6:00 PM (IST), except public holidays.

You may raise a complaint via: Email, Phone call, WhatsApp (+91 7016067350), Walk-in at our office, or Written letter. Please include: Full name, Mobile number, Email ID, PAN or Folio number (if available), Brief description of the issue, Date of incident, and any supporting documents or screenshots.

Complaint Resolution Process Flow

Step Action What Happens
Step 1 Complaint Received Your complaint reaches us via email, phone, WhatsApp, walk-in, or letter.
Step 2 Logged in Register We assign a unique complaint number (KWPL/COMP/YYYY/NNN), record the date, your details, nature of complaint, and channel.
Step 3 Acknowledgment Sent Written acknowledgment sent to you within 2 working days of receipt, with your complaint reference number.
Step 4 Investigation We investigate the complaint, collect relevant documents and transaction records, identify the root cause, and coordinate with AMC/RTA if needed.
Step 5 Resolution We aim to resolve within 7 working days. You receive a written resolution with a detailed explanation of steps taken.
Step 6 Escalation (if needed) If unresolved at Level 1, it escalates per the matrix below. We keep you informed at every stage.
Step 7 Closure & Feedback We obtain your confirmation of satisfaction, close the complaint in our register, and record learnings for future improvement.

Escalation Matrix

Level Contact Channel When
1 Client Service / Operations Desk Email: admin@khushiwealth.com
Phone: +91 7016067350
At first instance. Target: 7 working days.
2 Director — Mr. Mukeshkumar P. Patel Email: mukesh@khushiwealth.com
Phone: +91 99799 44844
If Level 1 does not resolve within 7 days. Target: 7 additional days.
3 AMC / RTA Grievance Cell Contact respective AMC or Registrar directly If product-side action is required or unresolved internally.
4 https://scores.gov.in If AMC/RTA response is unsatisfactory. Khushi Wealth Private Limited shall cooperate fully.
5 SMART ODR https://smartodr.in Alternative online dispute resolution platform.

Timelines

Acknowledgment: Within 2 working days of receipt.

Resolution: Within 7 working days of receipt. If AMC coordination is needed, we keep you updated on progress.

All complaints are recorded in our Complaint Register and tracked until closure. The register is reviewed monthly by the Director.

Downloads & Useful Links

Complaint Form (PDF): www.khushiinvest.com/assets/images/client-complaint-form.pdf

SEBI SCORES: https://scores.gov.in

SMART ODR: https://smartodr.in