Built to Give Every Indian Financial Clarity
We started with a simple belief — managing money should be accessible, transparent, and stress-free for everyone, not just the wealthy few.
OUR MISSION
Simplifying Finance
for 50 Million Indians
India's financial ecosystem is often fragmented — investments in one place, insurance in another, and taxation handled separately. CapiQuote is built to bring everything together into one simple and reliable platform.
Goal-Driven Investing
Every product recommendation is tied to your personal financial goals — not commissions.
Radical Transparency
We show you all fees, all charges, and all alternatives — always in plain language.
Uncompromising Security
Bank-grade 256-bit encryption with SEBI, IRDAI, and RBI compliance at every layer.
OUR JOURNEY
From an Idea to India's Trusted Platform
Every milestone has been driven by one goal: making financial clarity accessible to every Indian through transparent tools, expert guidance, and technology.
2025 — Founded
CapiQuote is Born
Three co-founders build the first version from a Bangalore apartment. Beta launch with 200 users.
2026 — Product
Mutual Funds & Insurance Go Live
Marketplace launches with 40+ AMCs. IRDAI license obtained. First 5,000 users onboarded.
2026 — Scale
CA Services & Portfolio Tracker
CA marketplace launched with 300+ accountants. Portfolio tracker released.
2016 — Recognition
SEBI Registration & National Award
Received SEBI Investment Advisor registration. Awarded Best Fintech Platform.
2023 — Growth
50,000 Investors & ₹220 Cr AUM
Platform expands to 2 cities. Mobile app launched with 4.8★ rating.
2026 — Now
Building the Future of Indian Finance
AI advisory in beta. Targeting 2 lakh users by year end.