Stock brokers · Financial services
Win the client who wants a person on the phone, not a discount app.
Opening a trading account now takes minutes on a discount app, and the app spends more on advertising than any local broker can. A full-service broker or authorised person wins instead with the investor who wants to call someone before a big decision.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
Stock broking marketing makes you the SEBI-registered broker or authorised person an investor picks because a human answers the phone. Broking sales turns an opened demat account into one that trades for years. GullySales builds both inside SEBI and exchange rules, with investor education that carries no tips and an activation routine for new accounts.
Think of the widow holding physical share certificates from her husband's estate, with no idea where to start. Investors like her exist in every town, but they do not find a broker by accident. Everything a broker publishes to reach them has to pass the Securities and Exchange Board of India (SEBI) and stock exchange rules on advertising by members.
Last updated 5 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.
How buyers decide
How stock brokers are chosen.
Local brokers are still mostly found by word of mouth. A family that has used the same broker for decades introduces a son-in-law. A trader hears about a relationship manager from the next shop in the market. A CA sends over a client whose shares are still in physical form. The new client usually visits the branch, then compares brokerage and platform with the app already on their phone.
The triggers are specific. A family wants to apply for an IPO, or shares need transmission after a parent's death. A business owner wants to move surplus into listed bonds. Sometimes a discount app went down on a volatile day and the investor wants a number to call. Older investors often come when they need help with dematerialisation, nomination or a corporate action they do not understand.
What closes the account is trust in the person and the firm. Investors ask how long the firm has been an exchange member. And who picks up when an order goes wrong. Or whether anyone will push them into trades they did not ask for. The broker who reads out the risk disclosures without hurrying, and calls once after the first month, keeps the account active.
The problem
What usually goes wrong for stock brokers.
What owners tell us on the first call, in their words.
“We open accounts that never place a trade”
A client completes KYC and receives login details, then goes quiet, and nobody calls to find out why.
“Younger family members of our clients use discount apps”
We manage a grandfather's portfolio carefully, and his grandchildren trade on an app they downloaded without asking us.
“Our research reaches clients as forwarded screenshots”
Reports go out on WhatsApp groups with no record of who received what, which worries our compliance officer.
“Every advertisement idea gets stuck at compliance”
The team drafts a campaign, the compliance officer finds a claim the exchange would not allow, and the idea is dropped.
“Our authorised persons do their own marketing, all differently”
Each authorised person prints their own leaflets and posts their own content, and some of it does not match what we are allowed to say.
“Dormant accounts sit in the back office for years”
Thousands of accounts have not traded in a long time, and there is no plan to reactivate or even understand them.
What we do
What we do for stock brokers.
Everything included for stock brokers, and the result each part is there to produce.
Account activation routine
A sequence of calls and messages across the first weeks after an account opens, covering login, funding, placing a first order and who to call for help.
Result: Fewer new accounts go dormant before the client ever uses them.
Dormant account analysis and reactivation plan
A review of inactive accounts by age, last activity and holdings, with a respectful reactivation approach for each group.
Result: You know which dormant accounts are worth a call and what to say.
Compliance-ready content calendar
Investor education content on account safety, nomination, corporate actions and how markets work, drafted with your compliance officer's review built into the schedule.
Result: Content goes out on time instead of stalling at approval.
Branch and authorised person marketing kit
Approved templates for leaflets, WhatsApp messages, local listings and signboards that authorised persons can use without writing their own claims.
Result: Every outlet says the same, approved thing.
Google Business Profile for each branch
Complete profiles for the head office and branches, showing the SEBI registration, services, hours and a way to book a visit.
Result: An investor searching for a stock broker nearby finds a real office they can walk into.
Research distribution record
A CRM-based record of which clients receive which research, replacing informal forwards, set up with your compliance team.
Result: Research reaches the right clients with a trail you can show an inspector.
Report against the baseline
Accounts opened, activated and reactivated, enquiries by source, reply time and branch-level numbers, reported against the starting figures.
Result: You see which branch and which source brings active clients, not just sign-ups.
How the result is measured
- Accounts opened by source and branch
- Accounts activated within the first month
- Dormant accounts reactivated
- Reply time to new enquiries
- Content approved and published on schedule
- Referrals from CAs and existing clients
Recorded as a baseline before work starts, so every later report has an honest comparison.
Every service, written for stock brokers
Each has its own page: what it involves for stock brokers, what you get, and what it is measured on.
- SEORank for the demat and transmission questions, not for returns.
- PPC advertisingBid for the account opening, and turn the tip seeker away.
- Lead generationThe account that opens and never trades was never a lead.
- Digital marketingPlan the year around compliance review, not around posting dates.
- Reputation managementA complaint about an unauthorised trade outlives every campaign.
- Local SEOBe the office an investor can walk into with a file of certificates.
- Branding and identityLook like a firm that has been an exchange member for years.
- Social media marketingSay what a profit screenshot cannot, because your registration is at risk.
- Content marketingExplain transmission, nomination and corporate actions, not the market.
- Email marketingSend research to a list you could show an inspector.
Worth a page and a campaign of their own
New demat and trading account opening · Activation of newly opened accounts · Reactivation of dormant accounts · IPO application support · Dematerialisation and transmission of physical shares · Bonds and fixed income access · Research and advisory services under the right registration · Family account consolidation · Authorised person recruitment and support
Priority campaigns
Campaigns for what stock brokers most want to sell.
Each one planned around when your buyers decide, and measured against the baseline.
Physical share and transmission help campaign
Content and local search pages for families holding physical certificates or dealing with shares after a death, explaining dematerialisation and transmission steps.
Result: Families with a real problem find a broker who can solve it, and often move their portfolio.
Family account consolidation campaign
Outreach to existing clients about bringing the family's scattered accounts to one relationship manager, with help on paperwork and nomination.
Result: The younger generation joins through the family's trust rather than an app advert.
New investor education series
A plain-language series for first-time investors on how a demat account works, what risk means and how to avoid tip-based fraud, with no stock recommendations.
Result: First-time investors arrive informed, and stay because the broker taught them carefully.
Dormant account reactivation
A staged reactivation approach for inactive clients, starting with KYC and nomination updates rather than a push to trade.
Result: Old clients reconnect for a genuine reason and the book is cleaner.
Authorised person recruitment campaign
Content and outreach to insurance agents, distributors and professionals in smaller towns who could become authorised persons, explaining the role and the support you give.
Result: Your reach grows through people who already have local trust.
Beyond search
Where we reach buyers of stock brokers, beyond Google.
Search matters, but it is rarely the only way this industry's buyers find a supplier.
Chartered accountants and tax practitioners
We prepare a referral arrangement for CAs whose clients need help with capital gains records, physical shares or a first investment account.
Wholesale and commodity market trade bodies
We prepare investor awareness material for traders' associations where many business owners already follow markets.
Estate lawyers and succession advisers
We prepare an introduction for professionals handling wills and succession, whose clients often need share transmission help.
Investor awareness sessions with local bodies
We prepare non-promotional investor awareness sessions for clubs, associations and apartment groups, following the rules on such programmes.
Existing clients' families
We prepare a consolidation conversation and paperwork guide for clients whose children or relatives hold accounts elsewhere.
Who it is for
This is written for these stock brokers.
- Full-service regional stock broking firms
- Authorised persons attached to a larger broker
- Depository participants offering demat services
- Commodity and currency derivatives brokers
- Brokers focused on HNI and family portfolios
- Brokers serving traders in wholesale and commodity markets
- Firms combining broking with mutual fund distribution
- Brokers with branch networks in smaller towns
Not for
It is not the right fit if.
- You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
- You need enquiries by next week and have nobody to answer them.
- You want posts and reach reported, not enquiries and orders.
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the work runs for stock brokers
- 1
Assess
We look at account opening, activation and dormancy numbers, branch and authorised person activity, and how content moves through compliance.
- 2
Fix activation
A first-weeks routine for new accounts and a plan for the dormant book, so accounts opened become accounts used.
- 3
Build the approved kit
Education content and templates written with compliance review built in, for head office, branches and authorised persons.
- 4
Bring investors in
Local search for each branch, referral routines with CAs and lawyers, and campaigns for real problems such as transmission.
- 5
Keep families together
Consolidation conversations and steady service, so the relationship passes to the next generation.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Engagement options
Ways to work with us.
Pick the size of commitment that fits. Every option starts with your brief and a conversation.
Option 1
The conversation on its own
A call after you send your brief. It says honestly whether you need outside help, and many fixes are ones your own team can make.
Option 2
One fix, scoped
Start with the fix that matters most, such as reply time or follow-up. The fee is in writing before anything starts.
Option 3
An ongoing programme
We run the work, report against the baseline, and you renew on the numbers. The term and the reporting are agreed in writing first.
Option 4
Guidance for your own team or agency
We plan, brief and check the work of your in-house team or current agency, instead of replacing them.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions stock brokers ask before they call.
Not here? More answers, or ask on WhatsApp.
Do stock broker advertisements need exchange approval?
Can we promote stock tips or trading calls to attract clients?
Should we promote futures and options trading?
How can a local broker compete with discount apps on brokerage?
Can our authorised persons run their own social media?
Can we use client testimonials?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
Part of Financial services. See the other industries in the sector.
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.