Mukeshkumar Patel
KHUSHI WEALTH PVT LTD•Anand
104 MARUTI SUMIRAN, 4TH FLOOR,
Anand, 388001
104 MARUTI SUMIRAN, 4TH FLOOR, Anand, 388001
Practice at a glance
21
Years of Experience
1450
Families Served
₹525
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Save Taxes
Can help you buy / invest in
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Mukeshkumar.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check