Let's find you the right money plan
Mutual funds, insurance and loans handled by one advisor, matched to what you are actually saving for.
One advisor for funds, cover and loans
Paperwork handled from start to payout
Mutual funds
Start a SIP with ₹500 a month
Pick a fund matched to your goal and risk, not a generic top-ten list.
See fund optionsMutual fund investments are subject to market risks. Read all scheme related documents carefully.
Term insurance
Cover your family, not just your loan
Compare term plans across insurers and buy without a branch visit.
Compare plansInsurance is the subject matter of solicitation. Terms and conditions apply.
Home loan
Move your loan, keep the difference
Balance transfer, top-up or a fresh sanction. We run the lender comparison for you.
Check eligibilitySanction, rate and tenure are at the sole discretion of the lending partner.
What we handle
Everything your money touches, in one place
SIP calculator
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.
Estimated value at the end
Illustrative only. The figures assume a constant rate of return, which no market delivers. Actual returns depend on scheme performance and are not guaranteed. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
About Stratfin
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.
Read more about usTell 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.
Why choose us
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.
Questions
The things people ask before they start
Still stuck on something? Call us and ask directly, there is no script on the other end.
We start with the goal and the date you need the money, then shortlist schemes that fit your risk appetite. Once you pick, we complete the KYC and the bank mandate for you. Most people have their first instalment running inside a week.
Yes. A SIP can be paused, increased, reduced or stopped at any time, and there is no penalty for doing so. Send us the request and we file it with the AMC on your behalf.
A common starting point is ten to fifteen times your annual income, plus any outstanding loans, minus what you already have. We work it out against your dependants and liabilities rather than quoting a round number.
For a salaried applicant, usually identity and address proof, the last three months of salary slips, six months of bank statements and Form 16. Property loans also need the chain of title documents. We tell you exactly what your chosen lender wants before you start.
REVIEW THIS ANSWER BEFORE GOING LIVE. Describe your actual model here, for example whether you are paid through distributor commission from the AMC or insurer, or whether you charge the client a planning fee.
Our testimonials
What clients say
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.
Talk to us
Not sure where to start?
Leave your number and we will call back. We map the goal first and talk products second, so the first call costs you nothing but twenty minutes.
- No cost and no obligation on the first call
- One person stays with your file, start to finish
- We tell you when a product is wrong for you
