SEBI Accredited Investor framework · Certified via NDML

Your gateway to India's exclusive investment universe

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.

0 Cr
Net worth path threshold
₹1 + ₹5 Cr
Hybrid threshold (income · net worth)
0 Cr
Income path threshold
0 yrs
Maximum certificate validity
0%
Digital application process
Why get accredited

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.

Who can apply

Three ways to qualify

Meet any one of SEBI's criteria below — as an individual, or jointly with your spouse on combined figures.

A
PATH A

Net Worth

  • Total net worth ≥ ₹7.5 Crore
  • Of which financial assets ≥ ₹3.75 Crore
B
PATH B

Hybrid

  • Annual income ≥ ₹1 Crore
  • Total net worth ≥ ₹5 Crore
  • Of which financial assets ≥ ₹2.5 Crore
C
PATH C

Income

  • Annual income ≥ ₹2 Crore
How it works

Four steps to your certificate

A streamlined, fully digital journey from application to accreditation.

STEP 1

Apply Online

Complete the two-step application — your details, eligibility path and supporting documents — entirely online.

STEP 2

Net Worth Certification

For the Net Worth and Hybrid paths, your own CA or a Platizio-empanelled CA issues the Net Worth Certificate. The Income path skips straight ahead on your ITR.

STEP 3

Submission to NDML

Your application and verified documents are submitted to the accreditation agency — NSDL Database Management Limited (NDML).

STEP 4

Certificate Issued

Receive your Accredited Investor Certificate, valid for the 2-year or 3-year period you selected.

Process & documentation

Keep these documents ready

Exactly what you'll need depends on your eligibility path — the application walks you through it field by field.

STAGE 1

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
STAGE 2

For the Accreditation Agency

  • 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
Accepted formats: PDF, JPG, PNG · max 5 MB per file · please self-attest physical documents before uploading. For Joint – Spouse applications, upload combined documents for both applicants.
Transparent pricing

Simple fees, no surprises

Two parts: a Processing fee and the NDML certificate fee. The Processing fee depends on whether Platizio arranges your Net Worth Certificate — ₹3,000 if you already hold one, ₹8,000 if we issue it through our affiliated CA.

Standard validity

2-Year Certificate

NDML Fees ₹10,000+GST
Net Worth Certificate Arranged by Platizio
Processing Fees₹7,000+GST
NDML Fees₹10,000+GST
Total₹17,000+GST
Net Worth Certificate arranged by self
Processing Fees₹2,000+GST
NDML Fees₹10,000+GST
Total₹12,000+GST

Latest year ITR required

Longest validity
Extended validity

3-Year Certificate

NDML Fees ₹14,500+GST
Net Worth Certificate Arranged by Platizio
Processing Fees₹10,000+GST
NDML Fees₹14,500+GST
Total₹24,500+GST
Net Worth Certificate arranged by self
Processing Fees₹5,000+GST
NDML Fees₹14,500+GST
Total₹19,500+GST

Latest + previous year ITR required

FAQ

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