Stock brokers · Digital marketing
Plan the year around compliance review, not around posting dates.
Digital marketing for a broking firm is the plan across search, advertising, content and branches, built so everything published has cleared your compliance officer. GullySales sets that plan, writes the approval step into the calendar, and reports on accounts opened and activated rather than on reach.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
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.
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.
For stock brokers
Where it usually goes wrong, and what we would do.
“The campaign that dies at compliance was planned wrong”
A team drafts a month of material, the compliance officer finds a claim the exchange would not allow, and the whole idea is abandoned. Review has to be a step in the plan with days against it.
“Branches publish whether you plan for it or not”
Every outlet prints its own leaflet and posts its own message. A plan covering only head office leaves the firm answerable for whatever an authorised person wrote in another town.
“Two clients sit at opposite ends of this”
The family holding physical certificates, and the young trader comparing brokerage on a phone. One campaign written for both reaches neither.
“Reach is the wrong number in a regulated business”
Impressions cost nothing and prove nothing here. The figures that matter are accounts funded, accounts activated and grievances avoided.
What we do
What we deliver for stock brokers.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A twelve-month plan with review time inside it
What gets published in which month, with the compliance officer's days counted between draft and publication.
Result: The dates the team is given are dates that hold.
The effort split, written down and revisited
How much goes to search, advertising, branch profiles, investor education and the authorised person network, looked at again.
Result: Effort moves on evidence rather than on whoever asks loudest.
A baseline of accounts and activity
Accounts opened, funded, activated and dormant, by branch and by source, recorded before anything changes.
Result: Later months can be compared against something real.
Segments defined by what the client came for
Separate plans for families with physical holdings, first-time investors, active traders and larger portfolios, because they arrive for different reasons.
Result: Each group gets material written for it.
One approved library everybody draws from
A single place holding current approved wording, disclosures and templates for head office, branches and authorised persons.
Result: Nobody writes a claim from scratch.
A report across the branches
Accounts opened and activated, enquiry sources, reply times and branch figures, sent against the opening baseline.
Result: The weak branch shows up before the year ends.
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.
Where to start for brokers
Set the approval path and the activation record before anything is published.
- Registration details on every page
- Show the SEBI registration number, exchange memberships and the investor grievance contact on the site and in every advertisement. Ask your compliance officer to confirm the current display requirements.
- One approval path for everything
- Name the person who clears every post, page and advertisement and record the approval date beside each item. Nothing goes live without it.
- The account-opening journey on a phone
- Complete the online opening form yourself on a mobile and note where applicants stall. Record opened accounts against form starts.
- An activation record
- Put source, opening date and first trade date on one sheet. Accounts opened with no trade show up as gaps to work on.
- An approved library for branches
- Build a folder of approved posts and explainers that branches and authorised persons use, with a date of approval on each.
- What to leave until later
- Posts on market views, tips and influencer tie-ups can wait. Investor education that carries no tips can lead.
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
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 digital marketing work runs
- 1
Understand the objective
We agree the one thing this campaign needs to achieve before choosing any channel.
- 2
Audit available channels
We assess which channels are realistic to run well within the budget and timeline.
- 3
Strategise the central idea
One message and offer is developed that will work across every planned channel.
- 4
Implement across channels
Each channel receives its own adapted version, launched on a shared timeline.
- 5
Measure as one campaign
Results from every channel are combined into a single report against the original objective.
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.
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 owners ask before they call.
Not here? More answers, or ask on WhatsApp.
We are small and have one compliance officer. Is this realistic?
What should we stop doing?
Our authorised persons run their own ads. What should we do?
How do we know which channel brought a trading client, not just an account?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
More for stock brokers
Everything else we would do for you.
Or start from the overview: sales and marketing for stock brokers.
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.