

Inside Sebi’s accredited investor push—and why it matters now
total annual income and liquid net worth as on the date of application.Liquid net worth is calculated by adding capital and free reserves and subtracting fixed assets such as pledged securities, unlisted securities, doubtful debts and advances, prepaid expenses and losses, intangible assets, and 30% of the value of marketable securities.Additional documents such as demat statements may also be required.The process involves a fee of ₹5,000, along with a certificate fee of ₹5,000 for two years or ₹9,500 for three years, according to CDSL Ventures Ltd.Once accredited, you enjoy various flexibilities and exclusive investment opportunities.The GIFT City AIFs with a minimum ticket size of $150,000 are available at $10,000 to accredited investors, investment in Portfolio Management Services (PMS) and AIFs which have minimum ticket size of ₹50 lakh and ₹1 crore for non-accredited investors are also offered at a lower ticket size to AIs.They are also exempted from the ₹10 lakh minimum limit of investing in Specialised Investment Funds.
Moreover, only AIs can invest in certain funds like large value AIFs, large value AI PMS, co-investment vehicles, AI only funds and Angel Funds.Shobhit Mathur, co-founder, Ionic Wealth, said flexibility in allocation is a key advantage."At the same time, it creates a meaningful entry point for newly accredited investors - those who meet the eligibility criteria, giving them the ability to start with a smaller amount, assess performance, and then scale exposure with greater conviction," he said.He added that while onboarding is relatively efficient, there have been industry representations to work with CDSL Ventures Ltd to make the process more seamless.Harsh Kothari, partner at IC RegFin Legal,
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