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Financial planning firms · Website

Build a site that answers a family's first three doubts.

A website for a planning firm is the place a family checks who the planner is, how the firm is paid and what happens at a first meeting. GullySales works on the structure, the plain-language copy and the booking route.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of banks at work in India

What website means

A website is the page a customer lands on after searching, clicking an advert or scanning a code, and it decides whether they call or leave. GullySales builds and maintains sites that load quickly, explain the offer plainly and make the enquiry form or phone number easy to find.

Also for financial planning firms

Sales and marketing for financial planning firms, the overview.

Last updated 18 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For financial planning firms

Where it usually goes wrong, and what we would do.

  • “Stock photos say nothing”

    A couple on a beach tells a family nothing about the firm. A photograph of the planner and a clear line about who the firm serves give the visitor something to trust.

  • “The fee must be explained early”

    A flat plan fee looks like a cost until the site shows what it contains. A short page on how the firm is paid, and what the plan includes, answers the doubt before the visitor asks.

  • “Registration and disclosures belong in view”

    A registered adviser has to carry certain details, and a family looks for them. Ask your compliance adviser what must appear and place it where a reader can find it.

  • “The booking route gets buried”

    A visitor who is ready to book should not need to hunt. One clear button, a short form and a message saying both partners are welcome turns interest into a meeting.

What we do

What we deliver for financial planning firms.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Site structure and page list

    A map of pages for goals, the process, the fee, the planner and the booking route.

    Result: You hold a page list that matches what families ask.

  2. Plain-language page copy

    Drafted copy for every page, free of return claims and product pitches.

    Result: Each page is ready for your compliance reading.

  3. A how-we-are-paid page

    A clear statement of the fee, what it covers and how the planner is compensated.

    Result: The fee is explained in one place.

  4. A sample plan page

    A labelled example for an invented family showing the sections of a plan.

    Result: A visitor can see what the fee buys.

  5. A booking form for two partners

    A short form that asks for both partners and the goal, with a clear confirmation message.

    Result: The booking route works on a phone.

  6. Disclosure and credential placement

    A checklist of details to show, passed to your compliance adviser for approval.

    Result: Required details are placed where readers see them.

How the result is measured

  • Page load time
  • Bounce rate
  • Enquiries from the website

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full website design and development page

Who it is for

This is written for these financial planning firms.

  • Certified financial planners running individual practices
  • Planning firms for young dual-income families
  • Doctors, engineers and other professionals with irregular income, served by a specialist planner
  • Planning practices for business-owning families
  • NRI families who still hold Indian assets and need someone here
  • Fee-only planning firms charging a flat plan fee
  • Single women and divorced clients starting over
  • Planning desks attached to a CA or insurance practice

How it works

How the website work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Confirm structure and content

    We agree the site's pages and content needs before design begins, drawing on website strategy where it exists.

  2. 2

    Design the site

    Every page is designed against your brand identity and checked for how it should convert a visitor.

  3. 3

    Build and test

    The site is developed and tested across devices and browsers before anything goes live.

  4. 4

    Load real content

    Actual copy, images and information about your business replace placeholder content before launch.

  5. 5

    Launch and hand over access

    The site goes live with domain, hosting and content management access clearly handed to you.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 1, prospecting and lead generation. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Should we rebuild or fix the current site?
It depends on what the site does today. If the structure suits families and only the copy is weak, we rewrite. If the booking route cannot be fixed, we rebuild. We tell you which after reading it.
Can the site show client testimonials?
Rules on testimonials apply to registered advisers and differ by registration. Check with your own adviser first, and consider a clearly marked example family in their place.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for financial planning firms

Everything else we would do for you.

Closest to this: search and visibility

Also for financial planning firms

Or start from the overview: sales and marketing for financial planning firms.

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