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.
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
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 Strategia 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
Strategia India Focus Fund
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
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.
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.
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
