Strata Blue
Exclusive Perks
Cashback
Fees
Opportunities
Window
Cashback
Fees
Opportunities
Memberships Tiers
- Personal Investment Manager
- Access to Investment Dashboard
- Access to exclusive Strata Circle community
- Annual cashback worth 0.1% of portfolio size
- Early access to upcoming opportunities
- All benefits of Bronze
- Annual cashback worth 0.2% of your portfolio size
- Save 25% performance fee over hurdle rate
- Access to private opportunities
- All benefits of Silver
- Annual cashback worth 0.3% of your portfolio size
- Save 50% performance fee over hurdle rate
- Personalized tax advisory
- All benefits of Gold
Frequently Asked Questions
Qualifying investors will become part of respective Strata Blue tiers post 1st April 2023. Investors will receive benefits on a quarterly frequency.
For example, if you have invested more than Rs. 1 Cr as of 1st April 2023, you will be in the Silver Tier. The loyalty cashback (worth 0.1% of your investment) for the months of April, May, and June will be transferred to you at the end of the quarter.
Yes. Unless specifically stated otherwise, all your investments (including ones made with linked accounts) count towards your portfolio size.
No. For the purposes of the membership tier, the purchase value of the investment will be considered. This applies to both direct and secondary market purchases.
No. Exiting your investment via any liquidation option will reduce your portfolio size and could downgrade your membership tier.
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