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Investment advisory firms · Website

Make the website show who you are, how you are paid and what you refuse to do.

A website for an advisory firm is where a sceptical investor checks your registration, your fee and your manner before agreeing to meet. GullySales builds the pages, the enquiry path and the disclosure areas, with the wording approved by your compliance adviser.

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 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.

  • “The first screen answers who pays you”

    An investor who has been sold to before arrives asking one thing: how does this adviser earn. A home page that opens with a service list makes the visitor hunt for the answer, and a visitor who hunts tends to leave.

  • “Registration belongs where the eye lands”

    A registration number that appears only in the footer reads as small print. Shown near the name and on the fee page, it gives a careful reader the check they came to make and shows you have nothing to tuck away.

  • “A site with no person on it is not trusted”

    Investors choose an adviser, not a logo. A photograph, a plain account of your background and a description of how you work in your own words do more for trust than a page of badges.

  • “Long forms lose the nervous enquirer”

    A form that demands income, assets and a risk score before saying hello asks for more trust than the visitor has given. Ask for a name, a way to reply and the reason for the enquiry, and gather the rest in the meeting.

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 home page built around how you are paid

    A first screen that states your registration, the fee basis and who you advise, with a clear path to the fee page and the meeting request.

    Result: A visitor learns how you earn without scrolling.

  2. An about page with your approach

    Your background, your process and your limits in your own words, with a photograph.

    Result: The reader meets a named person, not an organisation.

  3. A fee and process page

    How the fee is worked out, what the investor receives and what you decline to do, in language your compliance adviser has approved.

    Result: The page answers the question every sceptical visitor holds.

  4. An article library with clear structure

    Your articles grouped by investor type and question, linked from the pages where those readers land.

    Result: A reader can find the answer to their own question.

  5. A short enquiry and onboarding entry

    One form for the first contact and a linked path for the agreement and documents once the investor says yes.

    Result: Enquiries and new clients enter through one clear door.

  6. Disclosure areas ready for your wording

    Places on the site for the registration and disclosures your compliance adviser tells you must appear.

    Result: The required text sits where your adviser wants it.

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 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 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
What must the site show by law?
Disclosures and registration details for advisers are set by the regulator and change. Your compliance adviser tells you what must appear and where. We build the places for them and use the wording you approve.
Do we need a client login?
Only if you will keep documents or reports there, and then the data-protection decisions come first. A practice that shares documents through an approved channel can win a client without a portal.
Should the fee be shown on the site?
Show how the fee is worked out and what it covers, in the form your compliance adviser approves. A flat-fee practice may state the figure. A practice that charges on assets can describe the basis.
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: search and visibility

Also for investment advisory firms

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

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