Tomorrow Begins
Today
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StratEasy houses all your financial aspirations under one umbrella. We are a boutique wealth management company that specialises in Direct Equity, Mutual Funds, Insurance & Fixed Income Products.
Think of us as your financial partner, guiding you every step of the way. We’ll listen to your goals, design a customized portfolio, and work tirelessly to bridge the gap between where you are now and where you want to be! So, Today & Tomorrow are aligned!
So, what's the science behind
long-term investing?
Evidence suggests that staying invested for longer periods of time enables the power of compounding to start working its magic.
Our Services
More than products. We offer clarity, structure, and right advise.
At Strateasy, we don’t believe in a “standard plan.” Every service is personalised, every decision is mapped to a goal, and every portfolio is actively reviewed and realigned — just like it should be.
Services We Advice
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Service Name
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Service Name
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3
Service Name
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Meet The FrontRunners
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, smartly!
Devesh R Mehta
Director
Rohan Mehta
CEO
Palak Mehta
COO
Hardik Jikkar
CTO
Linkee Arora
CMO
You are in Complete Control of Your Investments
1
Investment
With your OTP approval, your money goes from your bank to mutual funds directly.
2
Rebalance
We send you rebalance link. Upon your approval, your investment gets adjusted.
3
Withdrawal
Withdraw partial or full. Money gets deposited in your bank account directly in 2 to 3 days.
What Our Clients Say
Akriti Tulsian
One interesting thing about this team is they are as thorough in terms of the technicalities and still explained everything to me with simplicity.
Chetan Shah
I have been associated with this firm for a very long time. I have seen them grow and flourish and they never disappoint in terms of returns.
Dhwani Jain
Great team with even greater team work!
Snehal Bhatt
Rohan and his team helped me create a personalized financial plan that aligns with my goals. I appreciate how they met me multiple times to cater to all my concerns.
Aman Arora
A good team to have by your side for all your wealth generation thoughts and action items!
Hitesh Ahuja
I had already hit a certain threshold in my age and Strateasy made sure that the plan is in accordance to that. Kuddos to the them!
Our Mutual Fund Partners
StratEasy is a certified Mutual Fund distributor registered with the association of Mutual Funds in India (AMFI).
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