Eligibility on WebNotes

How to fix MTF not allowed for some clients

Wed, 20 May 2026 00:00:00 +0000

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 the WebNotes Editorial Team for informational purposes and is written independently. WebNotes operates a Zerodha account-opening referral programme, disclosed on the pages that carry the referral link; this guide does not carry it and earns no referral commission from the procedure described here.

SLB eligibility criteria

Wed, 20 May 2026 00:00:00 +0000

SLB eligibility criteria at Zerodha:

Participant	Eligible?
Individual (resident)	Yes
NRI	Yes (with specific documentation)
HUF	Yes
Corporate	Yes
FII	Yes (separately regulated)
Mutual fund	Yes (separately regulated)

Plus:

Active Zerodha account.
KYC verified.
DDPI signed.
SLB segment activated.

For NRI / HUF / Corporate

Specific documentation:

NRI: Additional KYC, repatriation status, RBI declarations.
HUF: HUF PAN, deed of HUF.
Corporate: Board resolution, corporate KYC.

For details: NRI / HUF / Corporate SLB access .

Sponsor eligibility for mutual funds

Tue, 19 May 2026 00:00:00 +0000

Sponsor eligibility refers to the SEBI-prescribed criteria that an entity must meet to be approved as a mutual fund sponsor in India. Per SEBI (Mutual Funds) Regulations 1996 , every mutual fund must have a sponsor, a trustee, and an asset management company (AMC). The sponsor establishes the fund and contributes the initial seed capital.

For aspiring Indian mutual fund entrants, sponsor eligibility is the foundational regulatory hurdle. SEBI has periodically refined the framework to balance investor protection (high entry barriers) against industry expansion (lower barriers for new entrants).