Vision
To become the most reliable and respected financial services provider in India, helping people build secure and prosperous futures through ethical practices, smart planning, and lifelong relationships.
About Us
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Experienced Business Owner with over 18+ Years of Experience in the Financial Industry.
Ashit Ghelani is member of ROTARY, BNI, JBN and JITO
- He has an Impressive Track Record of Success in Developing and Launching New Businesses, and is Passionate about Helping Others Achieve their Entrepreneurial Goals.
- The need of hour Today is Financial Independence of each and everyone.
- AMFI Certified Financial Saarthi, CIA, IRDA
Founder President of BNI UTKARSH & Past President of BCI.
Professional Achievements
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2007 — NCFM Derivatives of NSE with first-class numbers
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2008 — NCFM Capital Market of NSE with first-class numbers
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2009 — Cleared BCFM exam of BSE with first-class numbers
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2010 — Cleared Technical Analysis through Pune base Institute
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2010 — Became a member of BCFM in Bombay Stock Exchange (BSE)
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2011 — Became Certified Insurance Advisor (C.I.A.) through RNIS.
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2013 — Became Associated Person In Securities Market through NISM
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2015 — Cleared NISM Series V — A, Became Double AMFI Certified Mutual Fund Advisor
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2016 — Cleared Nism series VIII IN
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2017 — Cleared IRDA exam IN
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2018 — Cleared Nism series V-A And Become 1st triple AMFI cleared advisor
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2020 — Financial planning course from University of Florida.
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2021 — Cleared exam of NISM series V-A.
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2023 — Cleared Exam of PMS series XXI-A
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2024 — Cleared Exam of NISM series V-A
Our Team
Your Financial Success Starts With the Right People
Mission
At Khushi Financial Services, we help individuals and families achieve lasting financial well-being through trusted guidance in investments, insurance, and wealth planning — built on integrity, growth, and trust.
Core Values
Customer First
Honesty
Discipline
Continuous upgradation
Service excellence
Our Commitment
Our commitments define who we are, how we work, determine our priorities and our values.
Performance
Our clients have choices, and we strive to earn their trust by upholding high standards, maintaining transparency, and continually improving our services.
Opportunity
We amend continuously what we do as a company or individuals, we support and cooperate with lifelong finance education to expand our knowledge and capabilities to engage with our clients. Self-confidence motivates us to collaborate with each other and to always learn from the results of our work.
Responsibility
Successful business improves human conditions, we maintain the highest ethical, environmental and safety standards everywhere, and we encourage our client’s active roles in their investment.
Results
We are a preferred investment because we reach the best target in the economic environment, we communicate honestly and clearly to the investors and we continually deliver what we promise. We are a company of realists and optimists, and we project these values with our own financial analysis at everything we do.
Goal Achieved Stories
Buy 5 Mercedes Car Goal Achievement
Turning Dreams into Reality – The 5 Mercedes Goal
There was once a family with a dream that many would call unrealistic — to own not just one, but five Mercedes-Benz cars. At first, it seemed almost impossible. But instead of looking for shortcuts, they decided to take the smart and steady route.
They began a Systematic Investment Plan (SIP) in mutual funds with our professional planning & advisory, staying disciplined and consistent year after year. With patience and the power of compounding quietly working in the background, their investments grew steadily.
Over time, what once felt like a distant dream became a proud reality — a garage with five shining Mercedes-Benz cars.This story is more than just about luxury cars. It is a clear reminder that with the right financial planning, discipline, and patience, even the biggest dreams can be achieved.
Travel Plan Goal Achieved
From Dream to Destination – World Tour with Khushi Financial Services
A family once dreamed of exploring the world with their children but often worried about the expenses. With a Systematic Investment Plan (SIP) designed by Khushi Financial Services, they started investing consistently and stayed disciplined.
Just 5 years later, their dream became reality — they can now travel across multiple countries. And the journey didn’t stop there. Thanks to their GOAL MAPPING , they now receive funds every Alternate years to travel to new destinations and create memories that last a lifetime.
At Khushi Financial Services, we don’t just manage investments — we help turn your dreams into reality through smart financial planning.
Turning Dreams into Reality – My First Car
For years, owning a car felt like a distant dream. I longed for the freedom to drive my family comfortably and the pride of having a vehicle in my own name. But with daily expenses and uncertain savings, it always seemed out of reach.
That’s when I connected with Khushi Financial Services. Their team understood my goals and, through free financial planning, guided me towards a structured plan with systematic mutual fund investments. With discipline, patience, and expert guidance, my savings grew steadily, bringing me closer to my dream each month.
Finally, I achieved my target — and today, I proudly drive my own car. This journey taught me that with the right financial planning, every dream—big or small—can be turned into reality