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.
Regulated & Verified Wealth Management
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, helping individuals, families, and professionals make informed financial decisions with solutions tailored to their goals. Partners include Nuvama Wealth, AssetPlus, Angel One, Prudent Corporate Advisory Services.
AMFI Registered Distributor (ARN-262744)
Helps individuals, families, and professionals access Mutual Funds, SIPs, PMS, AIFs, Bonds, Insurance, Smallcase portfolios, NCDs, Structured Products, and Unlisted Shares, matched to real financial goals.
NISM Certified & Multi-Platform Partner
NISM Series V-A certified, associated with all major AMCs, and a BSE StAR MF Platform Partner (Member Code: 62944), partnering with Nuvama Wealth, AssetPlus, Angel One, and Prudent Corporate Advisory Services.
10+ Years in Corporate Risk & Compliance
Deep expertise in Risk Management, Business Compliance, Customer Service Operations, and Chargeback Dispute Management, before bringing that discipline into wealth management.
Wealth Creation Through Discipline
KB Finvest's founding philosophy: simplify investing, promote financial literacy, and build long-term relationships through ethical guidance, transparency, and a client-first approach.
The Journey
From corporate compliance to your financial partner
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
Every registration, independently verifiable
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
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
QIs 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.
QWhich 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).
QWhat 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.
QHow 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.
Ready When You Are
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.