About The Capital Investment
Trusted Mutual Fund Distributor & Investment Planning Partner
The Capital Investment is a professional financial services and mutual fund distribution firm based in Surat, Gujarat, helping individuals, families, NRIs, HUFs, companies and trusts make informed investment decisions and build long-term financial wealth.
Founded and led by Sagar Mathukiya, an AMFI Registered Mutual Fund Distributor, The Capital Investment focuses on goal-based investment planning, systematic wealth creation and personalized portfolio guidance.
With 10+ years of experience in the financial services industry, we help investors understand their financial goals, investment requirements, risk profile and time horizon before selecting suitable investment solutions.
Our approach is simple — understand the goal first, then plan the investment.
Our Investment & Financial Services
We provide a wide range of investment and financial solutions, including:
We work with different investor categories, including individual investors, NRIs, HUFs, companies and trusts, with solutions designed around their individual financial objectives.
Our Approach to Wealth Creation
At The Capital Investment, we believe successful investing is not about chasing short-term returns. It is about having a clear financial goal, choosing an appropriate investment strategy and staying disciplined throughout the investment journey.
Our investment planning process focuses on:
We help investors plan for important financial goals such as children's education, children's marriage, retirement, wealth creation, financial independence and regular income generation.
Personalized Investment Guidance
Every investor has different financial circumstances and goals. Therefore, we believe investment planning should not be a one-size-fits-all process.
Our clients can receive personalized guidance through SIP planning, portfolio reviews, investment discussions and periodic financial reviews.
For NRI investors, we also provide guidance for NRI mutual fund investments and investment planning in India, helping simplify the investment process and documentation requirements.
Technology-Enabled Investment Planning
The Capital Investment combines professional financial guidance with technology to make investment planning easier and more transparent.
Our digital tools and investment planning solutions are designed to help investors understand concepts such as SIP, SWP, lumpsum investing, goal planning, retirement income and long-term wealth creation.
We believe technology should simplify financial decisions—not make them more complicated.
Why Investors Choose The Capital Investment
10+ years of financial services experience
AMFI Registered Mutual Fund Distributor
Personalized investment planning
Goal-oriented financial planning approach
Support for resident and NRI investors
Portfolio review and ongoing guidance
Digital and paperless investment processes where applicable
Focus on long-term wealth creation
Simple and transparent communication
Our Vision
Our vision is to make professional investment planning simple, accessible and understandable for every family.
We aim to build long-term relationships with investors by helping them make informed financial decisions and remain disciplined throughout their investment journey.
At The Capital Investment, we don't believe that investing is only about selecting a financial product. It is about creating a financial plan for the life you want to achieve.
The Capital Investment
Investment Planning | Mutual Funds | SIP | SWP | NRI Investments | Wealth Creation
Based in Surat, Gujarat | Serving Investors Across India
Sagar Mathukiya
AMFI Registered Mutual Fund Distributor
ARN: ARN-129145
Why we exist
A way to decide, not more options
Most people do not lack investment options. They lack a way to decide between them. Our work is to convert a vague intention into a number, a date and a monthly amount.
Goal before scheme — We do not begin with a fund name. We begin with what the money is for and when you need it.
One plan, not many products — Investments, insurance and tax decisions are reviewed together, because each one changes the others.
Plain explanations — You should be able to explain your own portfolio to your family in two minutes. If you cannot, we have not finished the job.
Written and reviewed — Every plan is documented and revisited annually, so drift is corrected while it is still small.
Founder
Sagar Mathukiya
Founder & AMFI Registered Mutual Fund Distributor
Sagar Mathukiya is the Founder of The Capital Investment, a Surat-based financial services firm focused on helping individuals, families and NRIs make informed mutual fund investment decisions and work towards their long-term financial goals.
With 10+ years of experience in the financial services industry, Sagar Mathukiya has been working with investors across different financial goals and investment requirements, with a focus on Mutual Funds, SIPs, SWP, goal-based investing and long-term wealth creation.
He is an AMFI Registered Mutual Fund Distributor (ARN: ARN-129145).
His Approach
Sagar believes that mutual fund investing should start with understanding an investor's financial goal, investment horizon and requirements, rather than simply selecting a financial product.
His approach focuses on helping investors understand:
Their financial goals
Investment time horizon
Existing investment portfolio
SIP and lumpsum investment requirements
Retirement and regular income needs
Long-term wealth creation objectives
Portfolio review and investment requirements
Areas of Focus
Sagar Mathukiya primarily works with investors across:
Mutual Funds | SIP | Lumpsum Investment | SWP | STP | Goal-Based Investing | Retirement Planning | Portfolio Review | NRI Mutual Fund Investments
Through The Capital Investment, he also facilitates access to various financial solutions and investment categories, including PMS, AIF, SIF, GIFT City investment solutions, bonds, fixed deposits and insurance solutions, depending on the investor's requirements.
Focus on Long-Term Relationships
Sagar believes that investing is a long-term journey. His focus is on building lasting relationships with investors and providing ongoing support through investment discussions, portfolio reviews and goal-based planning.
His objective is to make mutual fund investing simple, transparent and easy to understand for investors and families.
Technology & Investment Planning
Sagar is also focused on using technology to simplify investment planning and investor education.
Through digital tools and financial calculators, investors can understand concepts such as SIP, SWP, lumpsum investing, goal planning, retirement income and wealth creation in a simple and practical manner.
Professional Profile
Sagar Mathukiya
Founder – The Capital Investment
AMFI Registered Mutual Fund Distributor
ARN: ARN-129145
10+ Years of Experience in Financial Services
Surat, Gujarat, India
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
The team
What the team does day to day
Behind every review there is operational work that decides whether a plan survives contact with paperwork.