SEBI Accredited Investor Framework  ·  Individual Investors

Are you an
Accredited Investor?

Find out in under 3 minutes. Enter your income and net worth figures — our decision engine checks all three SEBI eligibility criteria and delivers a detailed report to your inbox.

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Free  ·  No login  ·  No PII collected  ·  Report sent to your email

3
Eligibility paths
<3 min
To complete
1–2 yr
Validity once certified
2021
SEBI framework issued
Eligibility criteria

Three ways to qualify

SEBI's Accredited Investor framework (§4.1.1) recognises three independent eligibility paths for individuals. Satisfying any one of them is sufficient.

Path A  ·  Income only
₹2 Crore

Annual income of ₹2 crore or above, as reported in your Income Tax Return for the preceding financial year.

Simplest route
Path B  ·  Net worth only
₹7.5 Crore

Net worth of ₹7.5 crore or above — of which at least ₹3.75 crore must be held in financial assets such as equity, mutual funds, or bonds.

Wealth-led route
Path C  ·  Combined
₹5 Crore NW

Annual income ≥ ₹1 crore plus net worth ≥ ₹5 crore, of which at least ₹2.5 crore must be in financial assets.

Most flexible
How it works

Four steps, three minutes

1
Enter income
Your annual income as filed in your ITR for FY 2025–26. Optionally add two prior years for 2-year validity.
2
Enter net worth
Break down your assets — financial, real estate, and other. We compute your adjusted net worth per the SEBI formula.
3
Add your email
No account needed. Just an email address to receive your detailed eligibility report.
4
Get your report
Instant on-screen results plus an emailed report — with a personalised plan if you don't qualify yet.
Why get accredited

What accreditation unlocks

Accredited Investor status grants access to a regulation-light investment universe not available to retail participants.

Lower ticket sizes in AIFs
Invest in Alternative Investment Funds below the standard ₹1 crore minimum, enabling greater diversification across managers and strategies.
Access to AI Funds
Participate in Funds for Large Value Accredited Investors with relaxed portfolio diversification rules, flexible term extensions, and simplified PPM processes.
Unlisted securities via PMS
High Value Accredited Investors (₹10 Cr+ with a PMS manager) can have up to 100% of their portfolio in unlisted securities — unavailable to regular PMS clients.
Negotiated IA fees
Investment Adviser fee structures — normally capped by SEBI circular — can be freely negotiated between you and your adviser when you hold Accredited Investor status.
Bespoke investment products
Investment providers may design and offer products exclusively to Accredited Investors — customised structures unavailable in the retail or standard HNI market.
Reduced regulatory friction
Regulation-light frameworks mean fewer mandatory filings, flexible audit and reporting frequencies, and streamlined onboarding with investment providers.
Common questions

What you may be wondering

Is this tool affiliated with SEBI?

No. This is an independent self-assessment tool built using the publicly available SEBI Board Memorandum on the Introduction of Framework for Accredited Investors (2021). It has no affiliation with SEBI, BSE, NSE, NSDL, or CDSL. Formal accreditation must be obtained from a SEBI-recognised Accreditation Agency.

What data do you collect?

Only your email address and optional name — used solely to send your eligibility report. No PAN, Aadhaar, income documents, or financial account details are collected or stored. All eligibility calculations run in your browser.

What documents do I need to formally apply for accreditation?

For the formal process with an Accreditation Agency, you will need a self-certified copy of your Income Tax Return for the preceding financial year (FY 2025–26). If applying for 2-year validity, ITRs for the three preceding years are required. Real estate valuations should be at ready reckoner (circle) rates, not market value. Your primary residence is excluded from net worth.

How long does accreditation remain valid?

Accreditation based on a single preceding year's financials is valid for 1 year from the date of issue. If you can demonstrate that you met the eligibility criteria for each of the 3 preceding financial years, accreditation is valid for 2 years. Renewal requires a fresh application with updated documents.

I don't qualify today — what should I do?

Your eligibility report will include a personalised improvement plan showing exactly how much more income, net worth, or financial assets you need — and which path is closest. The most common lever is shifting a larger portion of total wealth into financial assets (equity, mutual funds, bonds), which counts toward all three eligibility paths. Re-assess after your next ITR filing.

Is joint account eligibility covered?

This tool currently covers individual investors only. Joint account eligibility (spouse or parent-child combinations) will be added in a future update. Under SEBI rules, spouse joint accounts may use combined income and net worth, while parent-child accounts require at least one holder to qualify independently.

Find out where you stand — in 3 minutes

No account. No documents to upload. Just your numbers.

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