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The account manager path

A practical summary for managers: from getting the role and listing an account to your profile, audits, growth and the rules to follow.

Managers Beginner
In this guide In six steps Rules

In six steps

  1. Get the role: reach verification level 2, then request the manager role under Roles. Details
  2. List an account: create one master account, select only the methods you genuinely offer from the eight methods, record financial terms and data source, then submit for review. Listing an account
  3. Prepare each method separately: a traditional method follows its broker and data path. CAMM, GAMM, DAMM or SAMM needs same-method assessment and authorization in the Sanjesh desk plus technical setup in that method's desk; ticking the form does not open it.
  4. Build your profile: one permanent address for you and all your accounts. Manager profile
  5. Build credibility: connect a data source and get an independent audit. A private Sanjesh report or data connection does not replace proprietary-method authorization.
  6. Grow: contests, broker bounties and growth tools.

Rules

  • Fixed or guaranteed returns are forbidden — in text, messages and advertising.
  • Never take investors' money into a personal account; investing happens only at the host broker.
  • Contact details inside profile text are not accepted; use the page's contact form.
  • Machine-translated English text is not accepted.

Last updated: 2026-10-18

These guides are educational and are not investment advice. Trading and investing in financial markets can lead to the loss of some or all of your capital.