About KB Finvest
A financial partner, not a product counter.
KB Finvest was founded on a simple idea: that most families don't need more financial products, they need a disciplined plan and someone who explains it honestly.
AMFI Registered
ARN-262744
NISM Certified
Series V-A
BSE StAR MF
Platform Partner · Code 62944
10+ Years
Risk & Compliance
Kirtikumar Bhatiya
Founder, KB Finvest
Founder's Story
Kirti Bhatiya is the Founder of KB Finvest, an AMFI Registered Mutual Fund Distributor (ARN-262744) and mutual fund distributor in Ahmedabad, Gujarat. Through KB Finvest, he helps individuals, families, and professionals make informed financial decisions by offering comprehensive wealth management solutions, including Mutual Funds, SIPs, PMS, AIFs, Bonds, Insurance, Smallcase portfolios, Non-Convertible Debentures (NCDs), Structured Products, Unlisted Shares, and a wide range of other investment solutions tailored to clients' financial goals.
He is NISM Series V-A certified and is associated with all major Asset Management Companies (AMCs). He also partners with leading wealth and distribution platforms, including Nuvama Wealth, AssetPlus, Angel One, Prudent Corporate Advisory Services, and is a BSE StAR MF Platform Partner (Member Code: 62944), enabling clients to access a comprehensive range of investment opportunities through a seamless and compliant platform.
Alongside his wealth management practice, Kirti brings over 10 years of corporate experience in Risk Management, Business Compliance, Customer Service Operations, and Chargeback Dispute Management. His professional journey has equipped him with deep expertise in operational excellence, regulatory compliance, stakeholder management, process improvement, and delivering exceptional client experiences.
KB Finvest was founded on a simple yet powerful philosophy: Wealth Creation Through Discipline. Its mission is to simplify investing, promote financial literacy, and build long-term relationships through ethical guidance, transparency, disciplined investing, and a client-first approach to wealth creation.
The Journey
From corporate risk & compliance to wealth management
10+ Years in Corporate
Risk Management, Business Compliance, Customer Service Operations, and Chargeback Dispute Management, building deep expertise in operational excellence, regulatory compliance, and stakeholder management.
Founding KB Finvest
Brought that same discipline and compliance-first thinking into wealth management, registering as an AMFI Mutual Fund Distributor and building KB Finvest around ethical, transparent guidance.
What Drives Us
Mission
Simplify investing for every family.
Vision
To become one of India's most trusted wealth management brands by empowering individuals and families to achieve financial independence through disciplined investing, transparent advice, and technology-driven experiences.
What We Stand For
- Encourage disciplined, long-term wealth creation.
- Promote financial literacy.
- Build transparent client relationships.
- Maintain a compliance-conscious approach.
- Make investment concepts easier to understand.
Core Values
Trust & Credentials
Registrations and certifications behind KB Finvest
AMFI Registered Mutual Fund Distributor
ARN-262744 · Valid till 19 Jan 2029
NISM Certified
Series V-A, Mutual Fund Distributors
BSE StAR MF
Platform Partner · Member Code 62944
NISM Certified
Online Dispute Resolution (ODR) Mechanism
SMART ODR
Registered for investor dispute resolution
NPS Partner
HDFC Pension · BYEPB9472L00262744
Full regulatory details and disclosures are available on our Regulatory Disclosures page.
Frequently Asked
Questions people ask about Kirti and KB Finvest
Is Kirti a SEBI Registered Investment Adviser?
No. Kirti is an AMFI Registered Mutual Fund Distributor (ARN-262744), not a SEBI Registered Investment Adviser. Content on this site is for general education, not personalised investment advice.
Which platforms and AMCs does Kirti work with?
Kirti is associated with all major Asset Management Companies and partners with leading distribution platforms including Nuvama Wealth, AssetPlus, Angel One, and Prudent Corporate Advisory Services, and is a BSE StAR MF Platform Partner (Member Code: 62944).
What was Kirti doing before starting KB Finvest?
Over 10 years in corporate roles spanning Risk Management, Business Compliance, Customer Service Operations, and Chargeback Dispute Management. That experience now shapes how KB Finvest operates.
How do I start working with KB Finvest?
Book a short consultation through the contact page. Kirti will personally understand your goals before discussing any investment options.
We're here to help you make informed decisions.
Start with a short conversation about where you are today and where you'd like to be.