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Why is planning necessary?

Better standard of living

With a realistic financial plan in place, you will never be short of funds. Liquidity will rarely be tight.

Why EMI, SIP instead

‘Buy now, pay later’ schemes compel you to overlook finances or spend more than necessary. If you start planning early, you can get out of whole a lot of financial mess arising later in life.

One size doesn’t fit all

Start planning when it is a dream, not a necessity.

Saving up adds to your happiness

Research shows that saving up increases anticipation and pleasure.

Show me How

Whatever be your goals, Strataegic is here to help!

Set the right financial goal

We help you estimate the amount you will need for your goals, taking inflation into consideration.

Create a customized financial plan

We provide you with advanced planners to create a financial plan customized to your goal. This plan is built using your inputs about when you will need the money, what your current savings are, and the potential increase in your earnings.

Make the right investment

Decide on the right mix of investments that are suitable for your goals and for your personal preferences.

Action and Correction

Easy online investing for your goal with regular monitoring of progress so that you stay firm on the chosen path. We are your financial partners who work with you till your goal is achieved.

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