About the owner

Gairik Bhattacharya

Managing Director · Stratinv Capital

An investor, researcher and operator working across global equities, telecom-enabled digital services and AI-native software economics.

STRATINVFZE
Founder and group principal
Leadership profile

Research discipline shaped by operating experience.

Gairik Bhattacharya is Managing Director of Stratinv Capital, the institutional equity research and investment business of Stratinv FZE in the United Arab Emirates.

Alongside Stratinv, he operates Integrated Media House FZE, a media and value-added-services publishing business with telecom-operator partnerships across the Middle East and Africa.

Research coverage

Three connected fields of inquiry.

His research connects capital allocation with technologies and operating systems that are reshaping digital markets.

01

US AI and semiconductor infrastructure

Research into the compute, platform and enabling layers supporting the expansion of artificial intelligence.

02

Indian small- and micro-cap equities

Fundamental research into emerging public companies and selected special situations in India.

03

Middle East telecom value-added services

Operating and research perspective on mobile subscriptions, service distribution and carrier-enabled monetisation.

Global market infrastructure connecting capital markets, telecom networks and AI compute
Operating vantage point

Ideas tested against real market infrastructure.

The combination of investment research and hands-on media and telecom operations informs Stratinv’s applied work on AI-native software economics.

  • Long-horizon fundamental research
  • Cross-market operating context
  • Capital allocation with technical depth
2026
Selected white paper

The AI-Native Software Aggregator

A Stratinv framework for building software around layered inference, model routing, agentic systems and durable data assets.

Stratinv Capital · 27 August 2026
Read the white paper
Published work

SELECTED Articles

Four public articles by Gairik Bhattacharya, collected here for direct access.

Stratinv leadership

Build with patience. Operate with precision.

For institutional, research or group-business enquiries, contact the Stratinv office.

Contact Stratinv