I spoke to the regional manager of my broker, Sharekhan, to learn how Sharekhan could help me become a SEBI registered portfolio manager in Kochi.
One of the points I made was that I needed a broker to open client accounts for me to manager and my first choice is Sharekhan because I've not had a major issue in the last 5 years of having them as a broker. The discussion eventually led to me deciding to learn about becoming a remisier first before I become a franchisee owner of Sharekhan.
Am I on the right track to becoming a SEBI registered portfolio manager? Is there an even better course of action that I should be taking?
I'm sensing that a conflict of interest might be there because after reading the remisier porposal, I read about Sharekhan's PMS offerings and I did not discuss about that with the regional manager of Sharekhan.
One of the points I made was that I needed a broker to open client accounts for me to manager and my first choice is Sharekhan because I've not had a major issue in the last 5 years of having them as a broker. The discussion eventually led to me deciding to learn about becoming a remisier first before I become a franchisee owner of Sharekhan.
Am I on the right track to becoming a SEBI registered portfolio manager? Is there an even better course of action that I should be taking?
I'm sensing that a conflict of interest might be there because after reading the remisier porposal, I read about Sharekhan's PMS offerings and I did not discuss about that with the regional manager of Sharekhan.
First step be a SEBI registered portfolio manager? Be a remisier?
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