Become a SEBI Accredited Investor in India
Become a SEBI Accredited Investor and unlock AIFs, PMS, Angel Funds and Co-Investment Vehicles with lower minimum investments and lighter regulatory conditions. Platizio handles your net worth certification and NDML application, end to end.
Three ways to qualify
Meet any one of SEBI's criteria below — as an individual, or jointly with your spouse on combined figures.
Net Worth
- Total net worth ≥ ₹7.5 Crore
- Of which financial assets ≥ ₹3.75 Crore
Hybrid
- Annual income ≥ ₹1 Crore
- Total net worth ≥ ₹5 Crore
- Of which financial assets ≥ ₹2.5 Crore
Income
- Annual income ≥ ₹2 Crore
Accreditation opens doors that stay closed to retail investors
SEBI's Accredited Investor framework recognises financially sophisticated investors and grants them access to exclusive investment vehicles and regulatory benefits.
Lower Investment Thresholds
Invest in AIFs, PMS and SIFs with reduced minimum investment requirements reserved for accredited investors.
Regulatory Relaxations
Benefit from relaxations in investment agreements, prudential norms and investment conditions under SEBI's framework.
Angel Fund Access
Participate in Angel Funds and Co-Investment Vehicles (CIVs) that are open only to accredited investors.
Customised Products
Access investment products tailored to your specific risk-return profile, beyond standardised retail offerings.
Four steps to your certificate
A streamlined, fully digital journey from application to accreditation.
Apply Online
Complete the two-step application — your details, eligibility path and supporting documents — entirely online.
Net Worth Certification
For the Net Worth and Hybrid paths, your own CA or a Platizio-empanelled CA issues the Net Worth Certificate whereas the Income path only requires your ITR.
Submission to NDML
Your application and verified documents are submitted to the accreditation agency — NSDL Database Management Limited (NDML).
Certificate Issued
Receive your Accredited Investor Certificate, valid for the 2-year or 3-year period you selected.
Keep these documents ready
Exactly what you'll need depends on your eligibility path — the application walks you through it field by field.
For the Net Worth Certificate
- Income Tax Returns (latest year; two years for a 3-year certificate)
- CAS statement — NSDL / CDSL demat, mutual funds & NPS holdings
- Bank, PMS / AIF and provident fund statements
- Real estate ownership proof with latest ready-reckoner value
- Loan statements or balance sheet for liabilities, if any
For Accreditation
- Net Worth Certificate issued by a Chartered Accountant
- Copy of PAN (and Aadhaar, if provided)
- Marriage Certificate for Joint – Spouse applications
- Signed undertakings as per SEBI-approved templates
Simple fees, no surprises
A flat Net Worth Certificate fee (no GST) when Platizio arranges it through our affiliated CA, plus the SEBI accreditation fee of ₹2,000 + GST. The NDML registration fee is paid separately, later, at registration. Already hold a Net Worth Certificate? You skip the certificate fee.
2-Year Certificate
Already hold a Net Worth Certificate? You pay only the accreditation fee.
Latest year ITR required
3-Year Certificate
Already hold a Net Worth Certificate? You pay only the accreditation fee.
Latest + previous year ITR required
Frequently asked questions
Ready to join India's accredited circle?
The application takes minutes. Pick your eligibility path, upload your documents, and Platizio handles certification and submission to NDML.
Start Your Application