Khushi Wealth Private Limited
AMFI Registered Mutual Fund Distributor & SIF Distributor
ARN-195636 | CIN: U67110GJ2021PTC128369
Page URL: https://www.khushiinvest.com/privacy-policy.php
Khushi Wealth Private Limited (ARN-195636), AMFI Registered Mutual Fund Distributor & SIF Distributor, is committed to maintaining the privacy, confidentiality, and security of personal information collected from investors, employees, and website visitors.
This Privacy Policy explains how we collect, use, store, share, and protect personal data in accordance with the Digital Personal Data Protection Act, 2023 (DPDPA), Information Technology Act 2000, SEBI Master Circulars for Mutual Funds, and AMFI Data Sharing Principles prescribed under the AMFI Master Circular for MFDs dated 14-January-2026.
This policy applies to all individuals interacting with Khushi Wealth Private Limited through our website (www.khushiinvest.com), mobile application (Wealth Elite), during client onboarding, Know Your Customer (KYC) verification, risk profiling, and mutual fund / SIF / PMS transaction processing.
It extends to all employees, sub-distributors, service providers, and vendors authorized to access or process client information on our behalf.
By engaging with Khushi Wealth Private Limited or accessing our website, you consent to the collection and use of your personal information as described in this policy.
Personal Details: Name, address, date of birth, PAN, Aadhaar (for KYC), contact details (mobile number, email ID), bank account information, nomination details, and investment preferences.
Financial Details: Annual income range, net worth, existing investments, risk profile assessment responses, investment horizon, goals, and transaction history.
KYC Documents: PAN card copy, Aadhaar copy, address proof, photograph, bank statement or cancelled cheque, FATCA/CRS self-declaration, and UBO details (for non-individual investors).
Technical Data: IP address, browser type, device information, operating system, and cookies when you visit our website or use our mobile app.
We do NOT collect unnecessary personal data such as religion, caste, political affiliation, or any data not required for mutual fund distribution services and regulatory compliance.
Your data is used strictly for:
We do NOT use your data for any purpose other than what is stated above.
We share your data only in these specific situations, and never beyond what is necessary:
We do NOT sell, rent, lease, or share your personal or financial data with any external marketing agency, advertising platform, or unrelated third party under any circumstances.
Digital records are stored on encrypted cloud storage with mandatory two-factor authentication (2FA) and role-based access controls.
Physical documents are kept in secure locked cabinets at our registered office in Anand, Gujarat.
We implement antivirus, firewall protection, strong password policies, and regular security audits.
No client data is stored on personal devices of employees.
Client records are retained as per SEBI, AMFI, PMLA, and Income Tax rules. After the retention period, records are securely destroyed and logged.
Contact: admin@khushiwealth.com
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External links are not controlled by us. Please review their policies before sharing data.
This policy may be updated periodically. Latest version will always be available here.
Email: admin@khushiwealth.com
Phone: +91 92652 26134
Office: 104, Maruti Sumiran, Opp. Nandbhumi Party Plot, Anand - V.V.N Road, Anand, Gujarat-388001
Business Hours: Monday to Friday, 10:00 AM to 6:00 PM (IST), except public holidays.
Last Updated: March 2026