KB FinvestWealth Creation Through Discipline

Regulatory Disclosures

Last updated: 8 July 2026

1. Business Name

KB Finvest, founded and operated by Kirtikumar Bhatiya, based in Ahmedabad, Gujarat.

2. AMFI Registration

KB Finvest is an AMFI Registered Mutual Fund Distributor, ARN-262744, initially registered on 28 January 2023. The current registration is valid from 20 January 2026 to 19 January 2029, and is renewed periodically with AMFI as required. This registration permits KB Finvest to distribute mutual fund schemes. KB Finvest is not a SEBI Registered Investment Adviser and does not provide personalised investment advice for a fee.

3. NISM Certification

  • NISM Series V-A: Mutual Fund Distributors Certification
  • NISM Certified: Online Dispute Resolution (ODR) Mechanism

4. BSE StAR MF

BSE StAR MF (Mutual Fund Systematic Transaction Aggregation Router) is a transaction platform operated by BSE Limited for placing mutual fund orders. KB Finvest is a BSE StAR MF Platform Partner, Member Code: 62944, and facilitates mutual fund transactions for clients through this platform. Client holdings remain recorded directly with the respective AMC or registrar in the client's own name; KB Finvest does not take custody of client funds or units.

5. NPS Partner Details

KB Finvest is associated with HDFC Pension for facilitating National Pension System (NPS) accounts, Partner Agent Number: BYEPB9472L00262744. KB Finvest supports NPS awareness, account opening and contribution guidance; the National Pension System itself is regulated by the Pension Fund Regulatory and Development Authority (PFRDA).

6. Online Dispute Resolution (ODR) and SMART ODR

KB Finvest is registered with the SEBI-mandated SMART ODR platform for fair and efficient resolution of investor disputes relating to the securities market. Investors who are unable to resolve a grievance directly with KB Finvest may access the ODR mechanism at smartodr.in after following the escalation process described in our Grievance Redressal page.

7. Disclosure for Products Offered Through Third-Party Partners

Certain investment, insurance, pension, alternative investment, structured product, NCD, and other financial solutions displayed on this website may be facilitated or distributed through respective regulated product providers, intermediaries, or platform partners. Product availability, eligibility, risks, terms, charges, and regulatory framework may vary. Investors should review the relevant product documents and disclosures before making any decision.

8. Mutual Fund Risk Disclosure

Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not indicative of future returns. KB Finvest does not guarantee any returns on investments made through its facilitation.

9. NCD (Non-Convertible Debenture) Risk Disclosure

NCDs facilitated through KB Finvest are distributed through relevant regulated issuers, arrangers, or platforms. Returns and repayment are not guaranteed and depend on the issuer's creditworthiness and financial position. Risks include credit risk, default risk, liquidity risk, interest-rate risk, and issuer-specific risks. Investors should review the credit rating, offer document, and issuer disclosures carefully before investing.

10. Structured Products Disclosure

Structured Products facilitated through KB Finvest are offered through relevant regulated product providers and partner platforms, subject to investor eligibility and suitability considerations. These products may combine multiple financial instruments and market-linked payoff structures, and carry market risk, credit risk, issuer risk, liquidity risk, complexity risk, and potential loss of capital. Investors should review the product term sheet and underlying structure carefully before investing.

11. Insurance Distribution Disclosure

Insurance products referenced on this website are underwritten by the respective insurance companies. KB Finvest facilitates access to insurance solutions through authorised partners and does not underwrite, issue, or guarantee any insurance policy. Policy terms, exclusions, and claims processes are governed solely by the issuing insurer.

12. Grievance Redressal

For the full grievance process, response timelines, and escalation contacts (including AMFI and SEBI SCORES), please refer to our Grievance Redressal page.

13. Contact for Regulatory Queries