Skip to content
GullySales
Tell us what you need

Investment advisory firms · Digital marketing

Join search, content, talks and follow-up into one path from doubt to agreement.

Digital marketing for an advisory firm is the set of channels that carry an investor from a first doubt to a signed agreement, each doing a different job. GullySales works on how those channels connect and which wording your compliance adviser has approved across all of them.

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 digital marketing means

Digital marketing is the combined work of search, social media, advertising and website channels running together rather than as separate projects with separate people. GullySales runs these as one connected system so a change in one channel, such as a new offer, is reflected everywhere at once.

Also for investment advisory firms

Sales and marketing for investment advisory 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 investment advisory firms

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

  • “Each channel does a different job”

    Search finds the investor who is ready to pay. LinkedIn shows the person to referring professionals. Talks let an investor judge you in a single session. Treating them as one pool of reach hides which one is carrying the practice.

  • “Paid clicks wasted on a weak page”

    Spending on ads before the fee page and first-meeting request are ready buys visits that leave. The page comes first, because a click only pays for itself when the reader finds the answer they came for.

  • “Count agreements, not impressions”

    Visits and views feel like progress and tell you little about a practice that signs a small number of clients a year. Enquiries, first meetings and signed agreements by source show where effort should move.

  • “One set of approved wording is simpler to check”

    The same limits on what an adviser may say apply on a page, in a post, in an ad and in a message. Agreeing one approved set of claims and exclusions is easier to check than reviewing fresh wording for each channel.

What we do

What we deliver for investment advisory firms.

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

  1. One channel plan for each investor group

    A plan saying which channel does which job for professionals, business owners, ESOP holders and NRI families.

    Result: Each investor group has a stated route from first contact to meeting.

  2. A shared set of approved claims and exclusions

    A list of what every channel may say and must leave out, agreed with your compliance adviser.

    Result: Anyone writing for you works from the same limits.

  3. Tracking from enquiry to agreement

    Source tags carried through to first meeting and signed agreement, so every client can be traced back to where they began.

    Result: You can name the source of each signed client.

  4. A landing page for each campaign

    A page matching each ad or talk, with one clear next step and no wandering links.

    Result: A reader from a campaign lands on a page about what they clicked.

  5. A review of results by source

    Enquiries, first meetings and agreements by source, read together so effort moves toward what produces clients.

    Result: Spend and time follow the sources that sign clients.

How the result is measured

  • Enquiries across channels
  • Cost per enquiry overall
  • Channel mix by contribution

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

Read the full integrated marketing campaigns page

Who it is for

This is written for these investment advisory firms.

  • Individual SEBI registered investment advisers working with salaried professionals
  • Fee-only advisory firms serving doctors, lawyers and other practising professionals
  • Business owners and promoters with surplus cash looking for a second view
  • NRI advisory practices handling Indian investments for families abroad
  • Flat-fee practices and practices that charge on assets under advice
  • Portfolio review and second-opinion specialists
  • Employees holding ESOPs and stock compensation
  • Small advisory firms that also run financial education workshops

How it works

How the digital marketing 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

    Understand the objective

    We agree the one thing this campaign needs to achieve before choosing any channel.

  2. 2

    Audit available channels

    We assess which channels are realistic to run well within the budget and timeline.

  3. 3

    Strategise the central idea

    One message and offer is developed that will work across every planned channel.

  4. 4

    Implement across channels

    Each channel receives its own adapted version, launched on a shared timeline.

  5. 5

    Measure as one campaign

    Results from every channel are combined into a single report against the original objective.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 0, foundation. 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
Where should a small advisory practice start?
With the page that explains how you are paid, then articles that answer client questions, then one outbound channel such as talks or LinkedIn. Paid ads come after the pages can turn a visit into a request.
Is digital marketing allowed for registered advisers?
Yes, inside the advertising rules for registered advisers, which are specific and change. Your compliance adviser decides what is acceptable. We write to process and fee and leave out returns, guarantees and testimonials.
How do we know it is working?
Count enquiries, first meetings and signed agreements by source. Visits and likes are a side-note. If a source brings visits but no meetings, either the page or the audience is wrong.
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 investment advisory firms

Everything else we would do for you.

Closest to this: strategy and research

Also for investment advisory firms

Or start from the overview: sales and marketing for investment advisory firms.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

Tell us what you need