About us

You are here:

Your Trusted Partner in Financial Freedom Since 1988

Founded in 1988, Capital House has evolved from a modest home-based operation into a dynamic financial services firm with a growing national and international presence. Today, we proudly serve a thriving community of more than 5,000 clients, ranging from individual investors to families and businesses. While our roots remain strong in Gujarat, India, our reach now extends across the nation and beyond, serving clients wherever their financial aspirations take them.

Our Foundation

Vision

To be the premier financial hub that empowers our customers to achieve true financial freedom.

Mission

To deliver exceptional financial solutions by building and maintaining unshakeable trust with our clients.

OUR JOURNEY

Our Journey Begins

From our humble beginnings as insurance advisors working with LIC of India, Postal Small Saving Scheme, and Unit Trust of India, Capital House has grown into a comprehensive financial services powerhouse. Our establishment in Surendranagar in 1990 marked the beginning of a remarkable journey of growth and service excellence.

Commitment in Challenging Times

A defining moment in our history came during the 2001 Gujarat earthquake, where we demonstrated our commitment to client service by successfully managing hundreds of insurance claims, providing crucial support during a challenging time. This experience strengthened our resolve to expand our services and reach.

Diversification and Expansion

The mid-2000s marked a period of significant expansion for Capital House. We diversified into mutual funds, private insurance, and equity broking, earning prestigious appointments and recognitions along the way. Our appointment as UTI MF Chief Representative for Surendranagar and achievement of Gold CDA status with Reliance Life Insurance Co. reflected our growing influence in the financial sector.

Embracing Technology and Expanding Reach

In 2018, we expanded to Ahmedabad and launched our client service application in 2022, highlighting our commitment to accessibility and technological innovation. Today, we serve clients across Gujarat, throughout India, and internationally, thanks to our robust digital infrastructure and expert team, making us a truly borderless financial institution.

Our Journey Begins

From our humble beginnings as insurance advisors working with LIC of India, Postal Small Saving Scheme, and Unit Trust of India, Capital House has grown into a comprehensive financial services powerhouse. Our establishment in Surendranagar in 1990 marked the beginning of a remarkable journey of growth and service excellence.

Diversification and Expansion

The mid-2000s marked a period of significant expansion for Capital House. We diversified into mutual funds, private insurance, and equity broking, earning prestigious appointments and recognitions along the way. Our appointment as UTI MF Chief Representative for Surendranagar and achievement of Gold CDA status with Reliance Life Insurance Co. reflected our growing influence in the financial sector.

Commitment in Challenging Times

A defining moment in our history came during the 2001 Gujarat earthquake, where we demonstrated our commitment to client service by successfully managing hundreds of insurance claims, providing crucial support during a challenging time. This experience strengthened our resolve to expand our services and reach.

Embracing Technology and Expanding Reach

In 2018, we expanded to Ahmedabad and launched our client service application in 2022, highlighting our commitment to accessibility and technological innovation. Today, we serve clients across Gujarat, throughout India, and internationally, thanks to our robust digital infrastructure and expert team, making us a truly borderless financial institution.
el-c-011
el-c-v-044

Company Profile

Securing Tomorrow, Today

Initially, 1988 started working with LIC of India, Postal Small Saving Scheme, Unit Trust of India from home.  In 1990, started own firm named PRI Investment. We focused on Insurance sector my first goal was achieved in 1998 where became a Crorepati insurance agent, same achievement was repeated for five years in a row, further in the pursuit became a MDRT Club member in 2006. Realizing that now need a team to develop business appointed as a CLIA (Chief Life Insurance Adviser) till the date. With arrival of private insurance companies started with Reliance Life Insurance Co during 2006 as CDA, as business grew became Gold CDA since 2007, became MDRT Club member in Reliance Life Insurance Co. as well. Recognizing Continuing to serve better and competitively we started working with Reliance Life, PNB Met Life, Tata AIA Life ,HDFC Standard Life, Birla Sun Life, Kotak Mahindra Life etc..

Our Path to Financial Advisory Excellence

While advising on Insurance policies realized that our clients needs advice on Financial Instruments and planning. We started working with UTI in the year 1988. Being the best performer in 2003 we were  appointed as Chief Representative of Surendranagar District. As a team we achieved one more goal by getting Regional Club membership in 2006 which is still going on.

Untitled design (1)
Untitled design

Building a Comprehensive Financial Services Hub

In this era of privatization in Mutual Fund sector working with Reliance MF, ICICI MF, HDFC MF and Birla MF etc. since seven years, I was also declared Gold club member of Birla MF, Gold Partner of Reliance MF, Chairman Circle in ICICI MF.

We are also associated with General Insurance, PAN card collection center, Postal saving , Western Union Money Transfer, PPF rendering services to the government agencies and people of my district.

Along with all the financial services also connected with Stock Broking Services, running a Branch of Trade Bulls Securities  Pvt. Ltd.

Today after conquering all odds establish a firm which gives all kind of financial services under one roof that is our dream organization Capital House and our future plan is to start Franchise of Capital House at all Taluka place.

Professional Excellence

Dedication to Achievement and Leadership

Our journey has been marked by numerous professional achievements that validate our expertise and commitment to excellence. From maintaining the prestigious status of LIC Crorepati insurance agent for five consecutive years to consistent MDRT Club membership, our accolades reflect our dedication to maintaining the highest standards of service.

We’ve established ourselves as industry leaders through various partnerships and recognitions, including Gold Club membership with Birla MF, Gold Partnership with Reliance MF, and Chairman Circle membership in ICICI MF. These achievements aren’t just accolades – they’re a testament to our commitment to excellence in serving our clients.

Our Services

Investment Services

We offer a comprehensive suite of investment solutions to help you build and protect your wealth:

Mutual Funds
Stock Broking (via Trade Bulls Securities Pvt. Ltd.)
Portfolio Management Services (PMS)
Initial Public Offerings (IPO)
Bonds
Fixed Deposits (FDs)

Insurance Solutions

Protect what matters most with our extensive insurance offerings:

Life Insurance
General Insurance

Global Reach, Local Touch

While we've expanded our horizons to serve more than 5,000 clients across India and internationally, we maintain the personalized attention and deep understanding that has been our hallmark since inception. Our team's expertise in both domestic and international financial markets allows us to offer sophisticated solutions that bridge local and global opportunities. Whether you're an NRI looking to invest back home, or a domestic investor seeking international exposure, Capital House has the expertise and network to support your financial goals.

Our Growing Community

Our community of over 5,000 satisfied clients is a testament to our commitment to excellence and personalized service. Each client relationship represents a unique journey of trust, collaboration, and successful financial planning. From young professionals starting their investment journey to established businesses managing complex portfolios, we take pride in being the trusted financial partner for clients across diverse backgrounds and aspirations.

Our Commitment to You

At Capital House, we understand that financial decisions shape futures. Our commitment extends beyond service delivery – we strive to be your trusted partner in achieving financial security and success. With over three decades of expertise, we continue to uphold our founding principles while embracing innovation to serve you better.

Our approach combines the wisdom of experience with the dynamism of modern financial solutions. We believe in building lasting relationships with our clients, understanding their unique needs, and crafting personalized financial strategies that align with their goals.

Whether you’re planning for retirement, securing your family’s future, or looking to grow your wealth – locally or globally – Capital House stands ready to guide you on your journey to financial freedom.

 

Building tomorrow's financial freedom, today

Achievement

Life Insurance

LIC of India
Working as ZM Club Membership since 16 years MDRT Agent in 2006 Working as a CLIA since 5 years 10 down Advisors Total Business 20 Crores
Reliance Life Insurance
Working as Gold CDA since 10 years MDRT Agent in 2007 CDA Lite Branch in 2013 Total Business 7 to 8 Crores 3 down CDAs and 10 Advisors
TATA AIA Life Insurance
Working as Gold Agent since 6 years
Birla Sunlife Insurance
Working as Business Mentor since 6 years

General Insurance

National Insurnace
Working as a Senior Advisor since 25 years Total Business 35 Lacs in year
Future Generali
Working as a Gold IMD since 5 years Total Business 75 Lacs in year
Reliance General
Working as a Senior Advisor since 8 years Total Business 15 Lacs in year
Religare Health
Working as a Advisor since 3 years Total Business 10 Lacs in year
Star Health
Working as a Advisor since 6 years Total Business 10 Lacs in year
Iffco Tokio
Working as a Advisor since 2 years Total Business 5 Lacs in year

Meet our specialists

A word from company owner

Quisque nec quam convallis, scelerisque risus in, viverra ipsum. Mauris sed molestie magna. Nunc auctor aliquet tortor in venenatis. Suspendisse potenti. Etiam quis suscipit nulla. Cras at facilisis risus, nec accumsan urna. Praesent congue aliquet nisi, eu hendrerit sem.

Alexander Swift

Economist / Entrepreneur / Seven Corporate founder

We are proud to work with these companies