Net Worth Certificate for SEBI
A Net Worth Certificate for SEBI is a financial document issued by a Chartered Accountant (CA) that shows your total assets and liabilities. This certificate is required if you are applying for SEBI registration as an Investment Advisor, Research Analyst, or other registered intermediaries. It helps SEBI verify that you meet the minimum net worth criteria needed to carry out financial services. The certificate must be accurate, up-to-date, and prepared in the prescribed format.
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SEBI Net Worth Certificate for Research Analysts
If you want to become a SEBI-registered Research Analyst, you need to show that you have a minimum net worth of ₹1 lakh. This is a rule set by SEBI (Securities and Exchange Board of India) to make sure that only financially stable and serious professionals offer stock market research and advice.
To prove your net worth, you must get a Net Worth Certificate issued by a Chartered Accountant (CA). This certificate includes details of your assets and liabilities and confirms that your net worth meets or exceeds SEBI’s requirement.
✅ In simple terms:
It’s a financial proof of your capability to work as a Research Analyst.
It must be signed and stamped by a practicing CA.
You’ll need to submit this certificate along with your SEBI registration or renewal application.
Minimum Net Worth Criteria for SEBI Registration
Net Worth Requirements for SEBI Registration (Category-wise):
🔹 General Rule:
Net worth requirement varies based on the applicant’s category (individual or company).
To prove net worth, a Net Worth Certificate must be issued by a Chartered Accountant (CA).
This certificate is mandatory for SEBI registration and approval.
📌 For Advisors:
Individual Investment Advisor: ₹5 lakhs
Firm/Company Investment Advisor: ₹50 lakhs
Research Analyst: ₹1 lakh
📌 For Intermediaries:
Stock Broker (Equity): ₹50 lakhs
Stock Broker (F&O – NSE/BSE): ₹3 crore
Portfolio Manager: ₹5 crore
Net Worth Certificate from a Chartered Accountant (CA) is mandatory for SEBI registration.
Who Needs a SEBI Net Worth Certificate?
A SEBI Net Worth Certificate is required by individuals and entities who want to register or renew their registration with the Securities and Exchange Board of India (SEBI) for offering financial services in the securities market.
The following professionals/entities need a Net Worth Certificate:
Investment Advisors (IA)
Individuals and Firms offering investment advice.
Research Analysts (RA)
Individuals or companies providing stock market research and analysis.
Portfolio Managers
Entities managing investments on behalf of clients.
Stock Brokers
Brokers trading in equity and derivatives (F&O) segments.
Merchant Bankers, Registrars, Underwriters, and Other SEBI Intermediaries
As per the specific category guidelines.
Why it’s needed:
To prove financial stability and meet SEBI’s minimum net worth criteria required for operating in the financial market.
Documents Required for Net Worth Certificate Preparation
Following documents are required for Net Worth Certificate for SEBI RA/IA/PMS Registration
PAN Card (Individual / Firm)
Registration Certificate (for Firms/Companies)
Latest Bank Statement
Investment Proofs (Shares, Mutual Funds, FDs)
Assets Proof (Property, Vehicles – if any)
Latest Balance Sheet (for Firms/LLPs)
Loans & Liabilities Details
How Much Does a CA Charge for SEBI Net Worth Certificate?
We charge ₹2,000 for a Net Worth Certificate for SEBI registration as an Investment Advisor, Research Analyst, PMS, or for any other SEBI compliance needs.
it for any other SEBI-related compliance, our experienced CA will ensure the certificate is accurate, compliant, and promptly delivered—helping you meet SEBI’s financial requirements with ease.
Format of Net Worth Certificate for SEBI
The Net Worth Certificate format for SEBI is a standard structure used by a Chartered Accountant (CA) to confirm your financial strength when applying for SEBI registration. This certificate shows your total assets, liabilities, and net worth, and proves that you meet SEBI’s minimum financial requirements.
To be valid, the certificate must follow SEBI guidelines and include the following:
Clearly mention the purpose, like “For SEBI Registration”
Show the exact net worth amount
Mention the date of the certificate
Be printed on the CA’s letterhead
Include the CA’s signature, stamp, and seal
Mention the CA’s Membership Number (MRN) and Firm Registration Number (FRN)
Have a valid UDIN (Unique Document Identification Number)
Include all relevant financial details such as assets and liabilities
This format ensures the certificate is professional, reliable, and fully acceptable by SEBI during registration or compliance processes.
How to Get a Net Worth Certificate for SEBI - Step by Step Process
Getting your CA-certified Net Worth Certificate for SEBI registration is now easier than ever! We offer quick, reliable service across India—no matter where you’re located. You can get your certificate in as little as 30 minutes, following just 3 simple steps:
Send Required Documents
Review Draft Copy
Get Final Certificate (Signed & Sealed)
Fast, easy, and fully SEBI-compliant. Perfect for IA, RA, PMS, and more.
Get SEBI Net Worth Certificate—CA Near You
We are proud to be one of India’s fastest and most reliable providers of CA-certified Net Worth Certificates for all SEBI registration needs. Whether you’re applying as a Research Analyst, Investment Advisor, Portfolio Manager, Broker, or any other SEBI-registered professional, we’ve got you covered.
Our team of experienced Chartered Accountants understands your requirements and ensures a smooth, quick, and compliant process. We deliver certified Net Worth Certificates anywhere in India, right from major metros to remote towns.
Contact Us Today to get your certificate effortlessly!
Consulting Services For: RA, IA, PMS, Brokers & More
Prepared & Signed By: Certified Chartered Accountant (CA)
Phone: +91 9726365820 | +91 97263 65444
Serving: All States & Cities Across India (Pan India Service)