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ABOUT US

Why Us:

India is on the journey from a developing country to a developed one. The same can be said about the Indian investor. From a typical investment pattern in Gold and such other asset classes to a planned route in financial markets. United states has 58% adult citizens invested in them while India is still at 5%. We are here to help you strategize these investments, plan them and develop a perspective about the changing environment.

Our suggestions are not based on algorithms, they are based on the 75+ years of cumulative experience that our core team has and the research tools that are industry and stock specific.

We have gone through 7-8 business cycles and have made it a point to understand the pattern to invest accordingly. Cyclicality of the industries, the continuously changing business models and other such reasons are a must to be considered.

The purpose of investing is to not only earn returns, but earn optimal returns. This is why you need a portfolio that is built by experts and is best placed to earn the best possible returns as per your risk profile, time horizon and eventual goal.

How we select our funds

The mutual funds that we shortlist for you to invest in are selected on the basis of the following factors.

Consistent track record

Our selection of funds have been in the market for at least 5 years and have weathered all kinds of market conditions--bull runs as well as bear phases. We choose funds that have a history of navigating a volatile market.

Consistent returns

Sometimes, even the good funds do poorly. But what separates the good from the bad is their ability to bounce back when conditions improve. These are the funds that we select for you.

Reputable size

While the size of a fund doesn't directly affect its performance, a fund with a decent AUM can move around the market and place bets on different sectors and stocks. A comparitively bigger size is also a sign of a good reputation.

Economic Factors

Different kinds of funds do well in different kinds of economics scenarios. We choose funds that are placed to benefit from a change in the economy, be it an upturn or a downturn.

No lock-ins

One of the reasons why mutual funds are excellent investment products is because of the flexibility they provide. We choose funds that investors can move in and out of. The only exception here are tax-saving mutual funds.

We hold your hand throughout the journey

Selection of funds is just one-fifth of the solution. Knowing what to buy, when to buy and how to buy is the most critical part.

Selection Strategy

We create balanced and personalized portfolios for you based on your Investment Horizon and Risk Profile while accounting for the prevailing market condition like Stock markets performance (Price to Earning, Price to Book, Dividend Yield), Internet Rates, GDP growth Rates and other important macroeconomic factors.

Market Comparison

Our proprietary investing model, based on Dynamic Asset Allocation, has consistently given substantially higher returns than the Markets over a period of two decades which includes multiple bullish and bearish cycles. We optimize your portfolio to offer maximum possible expected return for a given level of risk through careful selection of mutual funds using our proprietary ranking frameworks.

Portfolio Management

We continuously monitor your portfolio and recommend periodic rebalancing to maximize returns for you while taking into account prevailing market conditions, tax implications, switching and exit costs to meet your goals and aspirations. We offer you a flexible and convenient platform to track/switch/redeem/top up your investments at a click of a button from the comfort of your laptop or phone.

Strataegic will help you achieve your financial goals

We ensure, that the investment plans we design for you, get you to your goals. We understand all the things you are required to do hence, have automated them for you.

Strategic Planning

Use our advanced tools to estimate your goal, create a personalised financial plan.

Choose your style

You can choose how your investments will grow, balance between growth and risk; and change it along the way.

Track your progress

With our online backend support you can easily keep an eye on your journey.

Periodic review

We will also suggest moving to lower risk investments as your goal approaches.

Flexible SIPs

SIPs with Strataegic are completely flexible. You can change the amount or date at any time. Can even skip a month or stop it altogether.

Minimising taxes & loads

We will also ensure that you don’t pay unnecessary loads or taxes. We will also show you what impact your actions have on your goals.

Let us worry about what's changing around you

We will also track what changes are happening around you, so if college costs are changing or inflation is going up, the planning tools will have the latest data.

Easy withdrawals

Withdrawing is as easy as investing.



ProtectComing Soon

You cannot allow your family goals to be affected if something were to happen to you. Suitable and adequate insurance is the answer and we will help you figure out how much and what type of insurance you need.

Replan

If your goal changes, or if there is a gap, you can replan in a few easy steps. We will even remind you to do it periodically.

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns.

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