Strategia

Strategia is an independent provider of wealth and asset management solutions dedicated to High-Net-Worth Individuals, Family offices and entrepreneurs
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We adopt a Goal-Driven investing approach to preserve, grow your assets, and extend your family legacy for future generations
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Founded by veteran bankers and wealth managers, Strategia’s expertise goes beyond the traditional approach to wealth management
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Competitive cost advantage and safe jurisdiction
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Strategia is an independent provider of wealth and asset management solutions dedicated to High-Net-Worth Individuals, Family offices and entrepreneurs
Discover More
We adopt a Goal-Driven investing approach to preserve, grow your assets, and extend your family legacy for future generations
Discover More
Founded by veteran bankers and wealth managers, Strategia’s expertise goes beyond the traditional approach to wealth management
Discover More
Competitive cost advantage and safe jurisdiction
Discover More

Strategia, founded by veteran bankers and wealth managers, is an independent firm which serves High-Net-Worth Individuals, entrepreneurs and family offices set up in Mauritius or other parts of the world. We bring value to the client’s wealth and business. We build long-term relationships with our clients and their families, aiming to provide truly customized services. Our expertise in wealth management will enable extension of your legacy for generations to come.

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Our wealth and asset management offering

We provide a wide spectrum of investment management solutions to entrepreneurs, High-Net- Worth Individuals, and family offices. Our holistic offering is tailored to meet your personal and business needsand navigate you through changing and challenging times.

  • Portfolio Management
  • Specialized investment strategies
  • Dedicated thematic funds
  • Alternative asset classes
  • Advisory
  • Execution services
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Our fund management offering

We offer two in-house funds: STRATEGIA Yield Fund, a low-risk option to safeguard your money and potentially earn higher returns than local bank savings rates, and EKADA India Focus Fund, providing access to Indian stocks for potential long-term growth, especially suited for investors with a longer investment timeframe.
STRATEGIA Yield Fund
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STRATEGIA India Focus Fund
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Our wealth and asset management offering

We provide a wide spectrum of investment management solutions to entrepreneurs, High-Net- Worth Individuals, and family offices. Our holistic offering is tailored to meet your personal and business needsand navigate you through changing and challenging times.

  • Portfolio Management
  • Specialized investment strategies
  • Dedicated thematic funds
  • Alternative asset classes
  • Advisory
  • Execution services
Learn more

Our entrepreneurial spirit brings a business dimension to the management of your personal assets. We focus on achieving and maintaining a comprehensive approach to your financial goals.

Our key highlights

Investment approach

Achieve consistent growth and long-term resilience of your portfolio with our systematic approach

Advisory services

A comprehensive list of services comprising of financial planning, asset allocation, consolidation, and reporting for consistency across your assets

Discretionary portfolio management

Adapted to your risk appetite and tailored to take your investments through various stages of economic cycle

Execution Services

Access to our network of partners, banks and brokers for facilitation, timely and cost-efficient execution of your transactions

Specialized investment strategies

A selection of alternative investments, major sector trends and long-term winning strategies in today’s complex and rapidly changing environment

Why Mauritius

Cost competitive advantage and safe jurisdiction

Responsible investing

We believe that responsible investing doesn’t just drive sustainable markets and results in prosperous world for us all but that also it enables enhanced future financial performance.

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Navigating through the changing world with our enterprising team

Global experts combining over 100 years of experience in investment banking, wealth management and financial services with entrepreneurial spirit

Didier Merle

Wealth Management

Dilshaad Bundhun

Wealth Management

Loïc Bax de Keating

Wealth Management

Didier Merle

Wealth Management

Jerome Le Gall

Wealth Management

Steven Popaheha

Wealth Management