Accreditation
Accredited investor status
SEBI's status for investors with the income or net worth to take part in private investments. It opens angel funds and can lower the minimums on PMS and AIFs. We help you with the application.
What it is
SEBI's status for investors in private markets
Accreditation is a status granted by SEBI-recognised agencies to investors who meet set income or net worth thresholds. SEBI introduced it in 2021 so that certain private investment products can be offered to investors who are able to assess and bear their risks. The status is voluntary, and you can hold it without investing.
Eligibility
Meeting any one route is enough
Individuals, HUFs, family trusts and sole proprietorships need to meet any one route. Net worth excludes the home you live in. Companies and other trusts have a net worth threshold of ₹50 crore, and NRIs can ask us.
What it gives you
What the status opens up
- 01
Angel funds
Since September 2025, only accredited investors can invest in angel funds, such as the Merisis Opportunities Fund.
- 02
Lower minimums
Accredited investors can be offered PMS and AIFs below the standard minimums of ₹50 lakh and ₹1 crore, depending on each product's terms.
- 03
Schemes for accredited investors
AIF schemes open only to accredited investors, which can carry their own terms and tenures.
- 04
One verified record
A single certificate from a SEBI-recognised agency, which a fund manager can rely on when you are onboarded. The manager still carries out its own due diligence.
How we help you apply
Eligibility check
Five minutes in the checker, or a call with our team.
Documents
Your PAN, an identity document and one proof of finances: an income tax return, audited financial statements or a net worth certificate from a chartered accountant dated within six months.
Filing
With a SEBI-recognised accreditation agency, such as CDSL Ventures, BSE Administration and Supervision or NSDL Database Management.
Certificate and renewal
The certificate states how long it is valid, which depends on the financial information you submitted. We remind you before it lapses.
Questions we are often asked
No. It is required for some products, such as angel funds. For others it widens the options.
No. It is a status you can hold without investing.
No. Mutual funds are open to every investor. PMS has a standard minimum of ₹50 lakh, which accredited investors can be offered below, depending on the product.
No. The home you live in is excluded from net worth.
Under SEBI's January 2026 circular, a fund manager may sign the contribution agreement before the certificate is issued. It can accept your money only after the certificate is in place.
The thresholds differ. Tell us your situation and we will check.
Please note
Accreditation is granted by SEBI-recognised accreditation agencies, and the thresholds and terms are set by SEBI. They can change. This page is for information and is not investment advice. Investments in AIFs, PMS and angel funds are subject to market risk, and past performance does not indicate future results.
Next step
Get a clear view of where you stand
A 30-minute call with a Merisis advisor about your goals.
- A response within one business day
- One advisor who knows your situation
- AMFI registered distributor, ARN 220145