For Investors who want more than just returns
You’re here because your money has a purpose — a future you’re building brick by brick, a time where you or your family are out of the 9-5 race, a life you want to live on your terms.
It starts with your story!
At Strateasy, we don’t throw products at you.
We build your strategy. And it starts with your goals.
Let’s Talk It Out — No Filters. No Judgments.
You vent. We listen. Fully. Tell us about your...
Income
Tell us about your various sources of income for a clear understanding of your earning profile.
Life Goals
Where is your ultimate destination when it comes to your career and your family.
Expenses
Share your regular and major expenses to help us map your cash flows.
Random Policies
Provide details of any insurance or financial policies you may have accumulated over time.
Wishlist
Describe your short- and long-term financial goals, such as buying a home, children’s education, or retirement.
Forgotten Investments
Let us know about your key life aspirations so your financial plan truly reflects what matters most to you.
X-Ray of Your Current Financial Life
✅
Every Investment
Tracked, Categorized,
Evaluated
✅
Every loan, EMI
Liability accounted for
✅
Income & Cashflow
Mapped to reality,
not theory
We propogate quarterly meet-ups!
Your life isn’t static. Neither should your plan.
We track, tweak, and optimise every quarter — so your investments stay in sync with:
Invest With Purpose
We design portfolios tied to your life goals.
What we offer
1
Mutual Funds
We offer specialized mutual fund management tailored for families and individuals across generations, with a proven track record. Our approach focuses on selecting, monitoring, and optimizing mutual fund portfolios to generate
that alpha which compounds over the years.
2
PMS
Our (PMS) is designed to deliver true alpha—the kind of performance that not only outpaces benchmarks but also secures a lasting legacy for your loved ones. We blend cutting-edge analytics with a deep understanding of your family's ambitions and values, ensuring every investment decision is both intelligent and deeply personal.
3
Family Office
We provide a new-generation Family Office service, tailored for families seeking both expert financial management and a deep, values-oriented connection. Here’s what our Family Office brings to you:
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Personalized Wealth Stewardship
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Intelligent Financial Advisory
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Integrated Services
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Legacy & Values Alignment
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Trusted Partnership
Ready to Turn Your Money Into Meaning?
Book your first strategy call.
Let’s build something real.