SEBI RECOGNIZED STATUS

Accredited Investor in India — Eligibility, Benefits & How to Apply

Access institution-grade opportunities across PMS, AIF, SIF, and private markets with SEBI-recognized Accredited Investor status.

Apply for your Accredited Investor Certificate through PMS Bazaar, an official channel partner of NDML Accreditation Agency (NDML AA), with end-to-end guidance and a seamless, SEBI-aligned application journey.

Check Your Eligibility Apply for Certificate

Confidential & Secure:

Strong protocols and secure end-to-end processing.

Quick Issuance:

Certificate issued in just 3-5 business days

Most Trusted:

Trusted by 90,000+ subscribers across the globe

What is an Accredited Investor in India

An Accredited Investor in India is an individual or entity recognized under SEBI's framework who meets specific income or net worth criteria.

The Accredited Investor Certificate is issued by a SEBI-recognized accreditation agency (Such as NDML AA), confirming your eligibility to participate in advanced investment opportunities.

It enables seamless access to private market investments and lowers minimum investment thresholds for select PMS, AIF, and SIF products that are typically not accessible to retail investors.

Accredited Investor Illustration

Why Become an Accredited Investor

The Advantage You Get

Becoming an Accredited Investor is not just a certification — it’s a strategic advantage.

Access exclusive private market opportunities

Co-invest in select opportunities alongside AIFs

Gain flexibility in investment structures

Build diversified exposure with flexible ticket sizes

Benefits of Accreditation

Lower Minimum Investment

Invest in AIFs, PMSes, and SIFs at amounts lower than standard thresholds (₹1 Cr / ₹50L / ₹10L), wherever applicable.

Direct Co-Investment

Co-invest directly into specific deals alongside AIFs instead of only investing through pooled funds.

AI-Only Opportunities

Participate in exclusive investment structures designed only for Accredited Investors.

Greater Flexibility

Reduced minimum investment requirement & higher allocation flexibility.

Ready to unlock these benefits?

Apply for Certificate

Who is Eligible?

The certification is available to a Wide range of individual investors and legal entities who meet the financial criteria.

Individuals
HUF
Family Trusts
Companies & Body Corporates
Sole Proprietorships
Partnership Firms
Institutional Investors

Accredited Investor Eligibility Criteria

Income Criteria
Annual Income of

₹2 Crore

or more

Net Worth Criteria
Net Worth of

₹7.5 Crore

or more (min. ₹3.75 Cr in financial assets)

Combined Criteria
Income of

₹1 Crore+

and

Net Worth of

₹5 Crore+

(min. ₹2.5 Cr in financial assets)

NOTE: Primary residence is excluded from net worth calculation

Why These Criteria Exist

The eligibility criteria defined by SEBI are designed to ensure that Accredited Investors have the financial strength and understanding required to participate in advanced investment opportunities.

  • Ensures ability to handle higher-risk investments
  • Identifies financially sophisticated investors
  • Allows greater flexibility in complex investment structures
IN SIMPLE TERMS:

These criteria ensure that investors can participate in AIFs, PMS, and private market opportunities with the confidence to manage volatility and complexity.

Certificate Validity Options

Standard

2-Year Validity

LOOK-BACK PERIOD

Eligibility is verified based on the last 2 consecutive financial years of income income and/or data net worth data.

Extended

3-Year Validity

LOOK-BACK PERIOD

Eligibility is verified based on the last 3 financial years, providing longer tenure for your status.

How to get Accredited Investor Certificate

PMS Bazaar simplifies your accreditation journey with end-to-end expert support—
ensuring a smooth, fast, and fully compliant process.

1

Eligibility Check

Our experts evaluate your financial profile and guide you on the most suitable qualification route.

2

Documentation

PMS Bazaar provides end-to-end assistance in preparing and validating the required documentation.

3

Verification & Submission

Submitted to the SEBI-authorized accreditation agency (NDML A A) for processing.

4

Certificate Issuance

Issued within 3-5 business days upon successful verification.

IMPORTANT NOTE ON CONFIDENTIALITY

"We only receive the final Net Worth Certificate along with basic KYC documents and declarations. All Net worth documents remain strictly with the empanelled CA, to ensure total confidentiality and data protection."

Start your accreditation with expert guidance

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Documents required

Common Documents Required

(Applicable Across All Qualification Routes)

  • Self-attested PAN Card
  • Self-attested Aadhaar Card
  • Signed Declaration Form
  • Duly Filled Application Form
Additional Documents Based on Qualification Route

Net Income Route

  • Income Tax Returns (ITR)

Net Worth Route

  • Net Worth Certificate issued by a Chartered Accountant

Hybrid Route (Net Worth + Net Income)

  • Income Tax Returns (ITR)
  • Net Worth Certificate issued by a Chartered Accountant

Document Validity Guidelines

  • For 2-Year Validity Certificate: ITR and / or net worth certificate for the last financial year is required
  • For 3-Year Validity Certificate: ITR and / or net worth certificate for the last two financial years are required
  • Net Worth Certificate must be dated within the last 6 months at the time of application

Why Choose PMS Bazaar

A streamlined, secure, and transparent process designed for premium investors.

Confidential & Secure Process

Net worth documents managed directly by empanelled Chartered Accountants (CAs) and authorized professionals.

Robust confidentiality and data security protocols

End-to-End Guidance

Complete handholding in the entire documentation process..

  • Eligibility
  • Documentation
  • Submission
  • Certification

Fast Execution

3-5 day issuance from document verification to certification.

3-5 Days

Transparent Pricing

  • Zero markup
  • Lower CA certification cost
  • No hidden charges

Global Trust

Trusted by 90,000+ Subscribers globally with deep market expertise.

90,000+ SUBSCRIBERS
NDML A A AUTHORIZED PARTNER
CONFIDENTIAL HANDLING
90,000+ ACTIVE SUBSCRIBERS

Transparent Pricing

Clear, upfront costs with no hidden fees. Choose the path that works best for you.

Others

2-Year Certificate ₹10,000
3-Year Certificate ₹14,500
Net Worth Certificate ₹5,000-₹10,000+
Guidance Extra Cost
Best Value

PMS Bazaar

2-Year Certificate ₹10,000
3-Year Certificate ₹14,500
Net Worth Certificate ₹2,000
Guidance ₹0 (Included)

Transparent pricing. No hidden costs.

Get Started Now

Ready to get started?

Take the next step toward accessing exclusive investment opportunities.

Apply for Certificate Check Eligibility

Frequently Asked Questions

An Accredited Investor Certificate is an official recognition issued by a SEBI-authorized accreditation agency (such as NDML), confirming that an investor meets the prescribed financial eligibility criteria for accredited investor status.

This status is typically used while subscribing to AIFs, PMS, or other investment products that provide differentiated regulatory treatment for accredited investors.

No, it is not mandatory.

However, accreditation allows you to unlock premium investment opportunities, regulatory flexibility, and lower entry barriers that are not available to regular investors.

Typically, the process takes 3-5 business days, provided all documents are submitted correctly.
Delays may occur only if additional verification is required.

Yes, you can opt out at any time.
Accreditation is voluntary and based on your consent to participate in such investments.

The certificate is issued by a SEBI-recognized accreditation agency , such as NSDL Data Management Limited (NDML), after verifying your eligibility.

If your application is not approved:

  1. 1. You will receive feedback on the issue
  2. 2. You can correct the documents and reapply
  3. 3. PMS Bazaar will assist you in ensuring successful approval

Yes, joint accounts can qualify as Accredited Investors, subject to applicable eligibility rules:

  • • If any one account holder independently meets the prescribed eligibility criteria, the joint account may qualify on that basis.
  • • In the case of spouses, combined income or net worth may be considered for eligibility, subject to applicable guidelines.

No, accreditation itself does not provide tax benefits .
Taxation depends on the specific investment product (AIF, PMS, etc.), not the accreditation status.

Yes, NRIs can apply, provided they meet the prescribed income or net worth criteria and submit valid documentation.

Yes – your data is handled with strict confidentiality:

  1. 1. Shared only with authorized professionals (like CAs)
  2. 2. Protected under secure processing systems
  3. 3. PMS Bazaar does not misuse or expose sensitive financial data

Important:

  • • Asset and liability details are handled only by a Chartered Accountant (CA)
  • • Your net worth is not disclosed or revealed anywhere – only the CA processes it for certification

Still have questions or unsure about your eligibility?

Unlock institutional-grade deals and private co-investment
opportunities reserved for accredited partners.

Apply for Certificate