Integrated Wealth

Architecting
Your Wealth

From disciplined public market portfolios to strategic corporate advisory — we build wealth architectures that endure across generations.

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Our Services

We offer a curated suite of wealth and advisory services, designed for investors who demand depth, discipline, and discretion.

Mutual Funds & PMS

Curated mutual fund portfolios and Portfolio Management Services built around your risk appetite, time horizon, and wealth goals. Disciplined selection, continuous monitoring.

Public Markets
Unlisted Equities & AIF

Access to pre-IPO opportunities, unlisted companies, and Alternative Investment Funds. Structured for investors seeking differentiated returns beyond listed markets.

Alternatives
Deal Advisory & M&A

End-to-end advisory for mergers, acquisitions, fundraises, and corporate transactions. Strategic guidance from mandate to close, backed by deep market intelligence.

Corporate

We don't start with
numbers.

We start with you — your mindset, your ambitions, and your unique vision for wealth. The portfolio follows.

01

Transparency First

No hidden agendas. Every recommendation is explained, every fee is clear, every decision is yours.

02

Long-Term Thinking

We build wealth architectures designed to outlast market cycles and serve future generations.

03

Integrated Approach

Public markets, alternatives, and advisory — orchestrated together, not offered in silos.

"

Great wealth is architected, not accumulated.

We are not just your advisors — we are co-architects in your wealth journey, invested in outcomes that endure.

— Stratos Capital

Offshore & Global Investing

Through our international partnerships, we offer curated access to global investment opportunities — enabling you to build a truly diversified, borderless portfolio.

Global Equities International Bonds PE / VC Funds Hedge Funds Structured Products Global ETFs

International Diversification

Access markets and asset classes beyond India — reducing concentration risk while expanding return potential.

Regulated & Secure

All international investments facilitated through RBI-compliant LRS (Liberalised Remittance Scheme) channels.

Low Entry Thresholds

Fractionalized access to premium global products — institutional-grade opportunities at accessible ticket sizes.

Family Office Structures

Tax-efficient offshore structures for legacy planning, inheritance, and long-term intergenerational wealth transfer.

Book a Private
Consultation

Your wealth journey begins with a conversation.
Reach out via WhatsApp for a confidential, no-obligation discussion.

WhatsApp Us Client Login →
99714 33161  |  99112 93161
Stratos Capital
Portfolio Attribution · Monthly Reports
Welcome back, Nikita
Your Stratos Capital monthly attribution reports. Click any report to open the full interactive dashboard with charts, ratios, and advisor recommendations.
Portfolio Value
₹57.53L
Feb 2026
Total Return (FY26)
+24.34%
vs Nifty −4.20%
Active Alpha
+28.54%
Above benchmark
Sharpe Ratio
1.77
Exceptional (>1.0)
Monthly Reports — FY 2025–26
★ Latest Report
February 2026
Generated 01 Mar 2026
Portfolio Value
₹57.53L
FY26 Return
+24.34%
vs Nifty 50
+28.54%
Sharpe
1.77
→ Open Full Report
Monthly Report
January 2026
Generated 03 Feb 2026
Portfolio Value
₹54.18L
Monthly Return
+18.7%
vs Nifty 50
+22.1%
Sharpe
1.54
→ Open Full Report
Monthly Report
December 2025
Generated 02 Jan 2026
Portfolio Value
₹51.82L
Monthly Return
+12.4%
vs Nifty 50
+14.8%
Sharpe
1.31
→ Open Full Report
Monthly Report
November 2025
Generated 03 Dec 2025
Portfolio Value
₹49.31L
Monthly Return
+7.1%
vs Nifty 50
+9.4%
Sharpe
1.18
→ Open Full Report
Monthly Report
October 2025
Generated 04 Nov 2025
Portfolio Value
₹47.92L
Monthly Return
−1.4%
vs Nifty 50
−3.2%
Sharpe
0.94
→ Open Full Report
First Report
April 2025
Generated 05 May 2025
Portfolio Value
₹46.27L
Inception
Baseline
vs Nifty 50
Sharpe
→ Open Full Report
Advisor Note · Feb 2026
Your portfolio continues to significantly outperform the Nifty 50 benchmark. Key action items for March: exit RateGain and TCS, consider initiating a new SIP in Mirae Asset Healthcare Fund. Full analysis and specific price targets are in your February report.
— Stratos Capital Research Desk
Admin Dashboard
Stratos Capital · Attribution Engine · March 2026
ADMIN ACCESS
Total Clients
12
Active accounts
Reports Generated
84
All time
Feb Done
5
Completed this month
Pending
7
Need Feb 2026 report
All Clients — February 2026 Status
Client NamePANPortfolio ValueFY26 ReturnReportsFeb 2026Action
Nikita JainBDGPJ6631L₹57.53L+24.34%11 Done
Vikram SinghFGHVS8821K₹38.20L+16.8%11 Done
Priya SharmaLMNPS4412R₹92.14L+31.2%10 Pending
Arjun MehtaABCAM2234P₹24.67L−3.4%8 Pending
Rahul GuptaXYZMG9983T₹118.40L+19.7%7 Pending
Sunita KapoorSNTKP7743W₹44.80L+22.1%9 Done
Deepak MalhotraDPKML5512Q₹71.30L+18.4%6 Pending
5 more clients…
Admin console ready. Click actions above to see guidance.
February 2026 — Completion
Nikita Jain — Done · 01 Mar
Vikram Singh — Done · 28 Feb
Sunita Kapoor — Done · 02 Mar
Priya Sharma — Pending
Arjun Mehta — Pending
Rahul Gupta — Pending
Deepak Malhotra — Pending
5 more clients pending
Quick Actions
Portfolio Attribution Report
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Portfolio Assistant
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