Tomorrow Begins Today
Our Investment Philosophy
Genuine financial success reveals itself through consistent, early-stage investment, not delayed action waiting for larger sums. A prosperous future is built, not from procrastination or fear of starting small, but from a proactive approach that capitalizes on the power of time in the compounding game.
Who Do We Work With
We work best with people who are serious about their future — but don’t want to obsess over markets every day.
Professionals
Enterpreneurs & Business Owners
Families
NRI's
Salaried
Individuals
who want their money to work harder than
they do.
who want structured
tax-aware investing.
looking to preserve and grow wealth across generations.
who want to bring money into India without the chaos.
aiming for early retirement, passive income or goal-based investing.
Our Team Mix
We're a blend of seasoned experts and young innovators, united by our passion for excellence. With a mix of family, friends, and like-minded individuals, we're a talented group driven by a common goal: emphasise on wealth generation.
Meet The Team
Devesh R Mehta
Director
Rohan Mehta
CEO
Palak Mehta
COO
Hardik Jikkar
CTO
Linkee Jikkar
CMO
Our Investment Philosophy
Reliability Through Process, Not Predictions
We steer clear of the risks inherent in short-term forecasting. Instead, we cultivate a reliable investment strategy built upon proven data analysis, the insights of experience, and consistently rational choices.
Resilience for Lasting Wealth
Authentic ability is proven by consistent performance across market fluctuations, not by short-lived triumphs. Building long-term wealth demands a resilient approach, fostering the conviction needed for enduring success.
Informed Risk, Decisive Execution
We accept the inherent risk of capital loss in investing. Therefore, we manage risk proactively, avoid unnecessary dangers, and act decisively when appropriate.
Beyond Dogma, Towards Discovery
We reject the constraints of fixed investment doctrines and traditional rules. Our approach is characterized by ongoing learning and adaptation, driven by new insights, expanded capabilities, and the pursuit of fresh opportunities.
Our Business Principles
Prioritize Client Goals
We prioritize client goals above all else, ensuring our actions align with their needs.
Transparent and Plain Language
We communicate with factual and jargon-free transparency so clients comprehend opportunities and risks realistically.
Sustainable Partnerships
We offer realistic, data-driven counsel, prioritizing long-term relationships over quick wins.
Aligning Philosophy and People
Our team lives these principles through ethical yet high-achieving collaborative conduct across everything we do.
What makes us different?
No selling seasonal hot funds please!!
✅ All investments — Mutual Funds, PMS, Insurance — under one roof
✅ Quarterly portfolio reviews, not annual lip service
✅ 100% compliant onboarding for both Indian & NRI investors
✅ Transparent reporting — from first rupee to latest CAGR
✅ Tax-aware, goal-aligned investing
✅ A real team. One call away. Always.
Why Strateasy?
Because strategy + ease is how wealth should feel. ​
We bring the discipline of institutional investing with the intimacy of personal care. We're here to build, protect and scale your wealth - with integrity, insight and intent.