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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

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 Interest 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.

View docs to submit

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
certificate frame

Make the winning choice,

Apply today and start investing more with less!

Frequently Asked Questions (FAQs)

What is PMS?


Why should you invest in PMS?

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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