Let's find you theright money plan.
Mutual funds, insurance and loans handled by one advisor, matched to what you are actually saving for.
funds, cover and loans Paperwork handled
from start to payout
Everything your money touches, in one place.
See what a monthly habit
turns into.
Move the sliders to see how the amount, the years and the return rate each pull on the final number. Time usually does more work than the amount.
SIP calculator
Monthly contributions. Long-term thinking.
Illustrative only. Calculations assume beginning-of-month contributions and a constant nominal annual rate divided by 12. Actual returns vary and are not guaranteed. Figures exclude fees, tax and exit loads. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Financial services for a brighter tomorrow.
We are a wealth management firm built to guide you through your investment journey rather than sell you a product and disappear.
We tailor investment strategies to your own needs and risk tolerance, drawing on mutual funds, bonds, fixed deposits, stocks and alternative investments. The aim is steady growth with the downside kept in check, and a plan you can actually explain to your family.
Get to know StratfinTell us the goal
Retirement, a house, your child's education, or simply a safety net that holds.
See a matched plan
We shortlist funds, covers and loan options against your risk appetite and monthly cash flow, and show you why each one is on the list.
Stay on track
Reviews every quarter, and we handle the paperwork when your life or the market moves.
Your money goals.
Always within reach.
Explore your options online. Take the next step with someone who understands your goals.
- Invest with a purpose
Discover mutual funds, SIPs and retirement options around what you are saving for.
- Protect the people who matter
Explore health, life and other cover with a clearer view of the benefits and terms.
- Make your next move with clarity
Understand home, personal and business loan options before you apply.
- Keep the conversation personal
Speak directly with Stratfin for help with your goal, options and paperwork.
A small conversation can be a good first step.
Guiding your wealth.
Growing your future.
Our team works across stocks, bonds, mutual funds and alternative investments to build a portfolio that aims for growth without leaving you exposed. No model portfolio pushed to everyone.
Invest wisely,
live confidently.
Strategies built around your risk appetite and your timelines, so you are never guessing what a holding is doing in your portfolio.
Strategic planning for
a brighter tomorrow.
Every investment is mapped to a dated goal, with the monthly number you need to hit it written down in plain terms.
Where your money
works for you.
A mix across asset classes, rebalanced when it drifts, so growth and stability are not fighting each other.
Building wealth.
Shaping futures.
Quarterly reviews and a single point of contact, so the plan moves when your income, family or goals change.
Behind every plan,
there's a person.
What clients say about their experience with Stratfin.
Needed funds on short notice, and Stratfin delivered exactly what they promised. The process was simple, the terms were clear, and the disbursal was instant.
A transparent and reliable service. As a marketing professional I appreciate efficiency, and Stratfin ensured a hassle-free experience with minimal documentation.
Fast approvals, no hidden charges, and a seamless process. It was a lifesaver during an emergency. Highly recommended for salaried professionals.
Good questions.
Clear answers.
The things people ask before they start. Still stuck on something? Call us and ask directly.
+91 97179 00436How do I start a SIP through Stratfin?
We start with the goal and the date you need the money, then shortlist schemes that fit your risk appetite. Once you pick, we help complete the KYC and bank mandate. Your first instalment depends on KYC verification, mandate approval and the scheme schedule.
Can I pause or stop a SIP later?
You can request to pause, change or stop a SIP, subject to the scheme and payment-mandate rules. Send us your request and we help file it with the AMC. Redemption rules, tax and any exit load are separate from stopping future instalments.
How much life cover do I actually need?
The amount depends on your dependants, outstanding loans, everyday expenses, future goals and existing cover. We work through these with you before you compare policy options.
What documents do you need for a loan application?
For a salaried applicant, lenders commonly ask for identity and address proof, recent salary slips, bank statements and income documents such as Form 16. Property loans also require property-title documents. We confirm the chosen lender's checklist before you start.
Do you charge me a fee for advice?
Ask us for the applicable fee and commission details for your chosen product or service before you proceed. Any charges should be understood alongside the product's own costs and terms.
Your tomorrow.Now in your pocket.
Invest. Insure. Borrow. Bring your financial goals a little closer. Take your next step with the Stratfin app.
- Invest with purpose
- Protect your future
- Explore loan options
Download our app now.
Choose your device. Take your next step.
