For individual investors · Self-assessment tool · Based on SEBI Board Memorandum (2021)
This is a self-assessment tool only and does not constitute formal accreditation. Formal accreditation must be obtained from a SEBI-recognised Accreditation Agency (BSE/NSE subsidiary or Depository subsidiary).
Step 1 of 4
Annual income
Enter your income as reported in your Income Tax Return (ITR) for the financial year(s) shown. All figures in Indian Rupees.
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Please enter your income for the preceding financial year.
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Income = gross total income as per ITR, before deductions. Foreign currency amounts should be converted to INR at the RBI reference rate.
Step 1 of 4
Net worth components
Enter your asset and liability figures. These should reflect your financial position as of the most recent date for which you have reliable data. All figures in Indian Rupees.
Assets
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Please enter a value (use 0 if none).
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This will be excluded from your net worth as per SEBI §4.11. Enter the ready reckoner (circle rate) value, not market value.
Please enter a value (use 0 if you do not own a primary residence).
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Liabilities
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Include all outstanding loans. Note: if your home loan is included here, the primary residence value above cancels it out — which is correct per the SEBI formula.
Please enter a value (use 0 if no liabilities).
Computed adjusted net worth (SEBI formula)
Gross assets (incl. primary residence)—
Less: primary residence—
Less: total liabilities—
Adjusted net worth—
Of which: financial assets—
Step 2 of 4
Receive your report
We'll email a detailed eligibility report to the address below. No other personal data is collected or stored.
Please enter a valid email address.
Self-declaration
Please confirm all three declarations before proceeding.