Hi all,
I am planning to transition from corporate development role to an investment centric role
To give y’all some background I have completed my MBA (Symbiosis) and CFA and was working in startup valuation and now corp dev role.
I have been actively trading and investing in the markets as well and now I want to transition to an investment advisory role and open shop. And was thinking to give the NISM IA exam.
Question- is it mandatory to give them? Or I can directly register w SEBI
Anyone who has an advisory service how did you do it if you had to start over how would you do it!
Anything is appreciated.
Thanks in advance