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Investment advisory firms · Social media

Post as a named adviser whose explanations a doctor or CA would forward.

Social media for an investment advisory firm means showing your thinking in public, under your own name, so investors and referring professionals can judge you before they meet. GullySales works on the profile, the posts and videos, and the checking step before anything goes out.

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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 social media means

Social media is the ongoing posting your business does on platforms such as Instagram, Facebook and LinkedIn to stay visible to customers and prospects between purchases. GullySales plans a posting calendar, writes captions and designs the images so the page looks active and answers what a visitor would ask.

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.

  • “LinkedIn is where the referrers read”

    A chartered accountant or lawyer scrolls LinkedIn for a view worth trusting before introducing a client. A post under your own name puts a person in front of them. A company page with a logo does not give them anyone to trust.

  • “A post that explains outlasts a post that predicts”

    An explanation of why a fee differs from commission can be read, forwarded and saved. A market call is stale by evening and invites a question about what an adviser may say in public.

  • “A short video lets the investor hear you first”

    An investor who has been sold to before wants to see how an adviser talks. One question answered plainly on video does what an advertisement cannot: it shows manner, patience and what you decline to say.

  • “The comment box is part of the record”

    Comments asking which fund to buy are a trap. A standing reply, agreed with your compliance adviser, says that advice is given under an agreement and not in a comment, and invites the person to a conversation.

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. A profile that states what you do and do not do

    Headline, summary and featured items on your LinkedIn profile showing registration, fee basis and the investors you work with.

    Result: A visitor learns how you are paid from the profile alone.

  2. A post bank built from client questions

    A set of posts, each answering one question your clients asked, written in your voice without tips or returns.

    Result: Each post answers a question a real client has put to you.

  3. Short video scripts

    Plain scripts for a video on a single question, with a title card and a closing line that points to the fee page.

    Result: You record one question at a time from a ready script.

  4. A standing reply to requests for tips

    A courteous answer for comments and messages asking for recommendations, agreed with your compliance adviser.

    Result: Nobody is left unanswered, and nobody is handed a tip.

  5. A compliance check before publishing

    Each post goes to your compliance adviser before release, and the approved wording is stored alongside it.

    Result: A stored record shows the approved wording for every post.

How the result is measured

  • Posts published
  • Engagement rate
  • Enquiries from social profiles

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

Read the full social media marketing 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 social media 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 your audience and platforms

    We identify which platforms your specific buyers actually use and what kind of content they respond to.

  2. 2

    Audit current presence

    We review existing pages, past content performance and any gaps in consistency.

  3. 3

    Build the content calendar

    A plan is created, balancing genuine value with occasional direct offers.

  4. 4

    Implement and post

    Content is created and published consistently on the agreed schedule.

  5. 5

    Measure and optimise

    We track enquiries alongside engagement and adjust the content mix based on what actually performs.

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
Should the firm have its own page, or do we post under our own names?
Both, but put the effort into your own name. Investors and referrers choose a person. The firm page carries the registration and the articles, and your posts point to it.
Can we share client stories on social media?
Not as testimonials. Advertising rules for registered advisers restrict them, and rules differ by profession, so check with your compliance adviser. Describe a situation in general terms, such as a concentrated stock holding, with no client named or quoted.
Do we need to be on every platform?
No. Start where your investors and their accountants already read, and add another only when the first runs without strain. Check each platform's current rules on financial content before you post.
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: content and social

Also for investment advisory firms

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

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