How-to MTF Eligibility

How to fix MTF not allowed for some clients

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Per SEBI’s 2026 framework, MTF eligibility has tightened. If MTF is “not allowed” for your account, you likely need to provide additional documentation or meet specific criteria.

Conflict-of-interest disclosure. This guide is published by WebNotes Editorial Team for informational purposes. WebNotes has no commercial relationship with Zerodha.

Step-by-step procedure

Six steps per the procedure infobox.

SEBI 2026 framework requirements

  • Income: Annual income demonstrated (typically Rs 10 lakh+).
  • Net worth: Rs 25 lakh+ documented.
  • Suitability: Pass the MTF risk assessment.
  • Risk disclosure: Acknowledge the specific document.

For details: Margin trading SEBI new rules 2026 .

See also

External references

References

  1. SEBI, MTF eligibility framework, sebi.gov.in.
  2. Zerodha, MTF activation, zerodha.com.

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The WebNotes Editorial Team covers Indian capital markets, payments infrastructure and retail investor procedures. Every article is fact-checked against primary sources, principally SEBI circulars and master directions, NPCI specifications and the official support documentation published by the intermediary in question. Drafts go through a second-pair-of-eyes review and a separate compliance read before publication, and revisions are tracked against the SEBI and NPCI rule changes referenced in the methodology section.

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