Unlock Elite Investing:

Become an Accredited Investor

We have exclusively partnered with top asset managers to bring their flagship offerings to you at lower entry points

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PMS

Ionic PIPE

MIN. INVEST

₹10L

₹50L

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PMS

Ionic High Yield

MIN. INVEST

₹25L

₹50L

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PMS

Alchemy Smart Alpha 250

MIN. INVEST

₹25L

₹50L

All Offerings

Your Gateway to

Elite Opportunities

Accreditation is a progressive regulation by SEBI to allow sophisticated investors that meet specific financial criteria to operate under a ‘regulation-lite’ regime.

StartSmall

DiversifyPortfolio

GetUnbiasedAdvice

Exclusive Privileges,

Tailored for You

Accredited Investors enjoy following benefits:

Ability to start small

in SIF, PMS and AIF before scaling

Diversify portfolio

across multiple strategies & managers

Get unbiased advice

on your portfolio

Do You Qualify for the

Accreditation?

Individuals, HUFs, Family Trusts, and Sole Proprietorships qualify on meeting one of these 3 eligibility criteria:

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INCOME CRITERIA

Annual Income ≥ ₹2 Cr

OR

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NET WORTH CRITERIA

Net Worth ≥ ₹7.5 Cr

at least ₹3.75 Cr in financial assets

OR

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COMBINED CRITERIA

Annual Income ≥ ₹1 Cr & Net Worth ≥ ₹5 Cr

at least ₹2.5 Cr in financial assets

Your Path to

Accreditation

The process takes around 3 business days
after application submission.

Share Your Personal Info. With Us

Let us guide you and make this process seamless.

Submit Your Docs

Submit soft copies of docs based on qualification criteria you choose.

Pay & Activate

Pay a sum of ₹10,000 + 18% GST For a 2-year certification. Application process takes around 3 business days

We can help you get your Networth Certificate created for an additional ₹5,000 + 18% GST
Drop us an email at hello@ionic.in
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Make the winning choice,

Apply today and start investing more with less!

Frequently Asked Questions (FAQs)

What is the Accredited Investor (AI) framework in India?

The Accredited Investor framework by SEBI allows qualified HNI investors to get accredited and access PMS and AIF investments at lower ticket sizes — as low as ₹1 lakh for SIFs, instead of the usual ₹50 lakh (PMS) or ₹1 crore (AIF) minimums.


Who qualifies as an Accredited Investor in India?

SEBI defines accredited investors as individuals with annual income above ₹2 crore, or net worth above ₹7.5 crore (with at least ₹3.75 crore in financial assets), or a combination of income above ₹1 crore and net worth above ₹5 crore.


What are the benefits of becoming an Accredited Investor?

Accredited investors can invest in PMS and AIF at significantly lower minimum amounts, access exclusive investment opportunities including Specialized Investment Funds (SIFs), enjoy flexible fee structures, and get customized portfolio strategies tailored to their needs.


How can I become an Accredited Investor through Ionic Wealth?

Ionic Wealth, as a SEBI-registered entity, can facilitate your accreditation process. You need to submit financial documents proving you meet the eligibility criteria, after which a SEBI-recognized market infrastructure institution will issue your accreditation certificate valid for 3 years.

IONIC WEALTH
Co-founders in your
journey of wealth creation.
#NoOneDoesItAlone
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SEBI-Compliant

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In partnership with CVL(CDSL Ventures Limited)

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All above funds are fully regulated

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