Stock brokers · Social media
Say what a profit screenshot cannot, because your registration is at risk.
Social media for a broking firm is investor education published under a name the regulator can hold to account, in a feed full of unregistered people promising returns. GullySales builds the calendar, the approved templates, and the rules your staff and authorised persons post inside.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
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.
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.
“You are competing with people who face no rules at all”
An unregistered account posting profit screenshots will always look more exciting than a registered firm that cannot. Trying to match that tone is how firms get into trouble.
“A dealer's personal account is still the firm's problem”
A relationship manager posting a winning trade from his own handle is read as the firm speaking. The policy has to cover personal accounts, and it has to be written down.
“Comments are where the advice accidentally happens”
Somebody asks under a post whether to buy a particular share, and a well-meaning reply is a recommendation. Moderation matters more here than the posting calendar.
“Education travels further than promotion in this category”
A clear post on what happens to shares when a holder dies gets saved and forwarded. Nobody forwards a brokerage rate.
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 calendar built from investor questions
Nomination, corporate actions, transmission, IPO mechanics and how risk actually works, scheduled with review time before each publication date.
Result: Posts go out on time and carry no recommendation.
A posting policy that covers personal accounts
What staff, dealers and authorised persons may post from their own handles, written plainly and agreed with your compliance officer.
Result: Everybody knows where the line is before they cross it.
Approved templates for authorised persons
Ready graphics and wording they can publish in their own towns without writing a claim, with registration details already in place.
Result: Local posting stops being a risk to the firm.
Comment moderation with answers agreed in advance
A routine for handling questions that ask for a recommendation, with approved replies pointing the person to a proper conversation.
Result: Nobody gives advice in a comment thread.
A record of what was published and when
Every post, its approval and its date kept in one place, so the firm can show an inspector exactly what went out.
Result: There is a trail rather than a memory.
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.
Platform for this buyer
Where investors look, and what a broking firm may post on each.
- LinkedIn explainers under the firm's name
- Post how a settlement works, what a margin call is, or how to read a contract note, in plain words. The action is to ask a question or open an account through the firm's own form.
- YouTube walkthroughs of documents
- Go through a contract note, a ledger or a demat statement line by line, with sample data. Viewers keep these. The action is to submit a question that compliance will review before replying.
- WhatsApp lists for clients who opted in
- Send the market-hours notice or a platform alert only to clients who agreed to it. Check the exchange and regulator's current rules on communication. The action is to reply for support.
- Instagram carousels for new investors
- Make a glossary series: demat, nominee, T+1, pledge. The action is to save, and share with a family member who is starting out.
- Webinars for HNI and family clients
- Invite clients to a Q&A on a topic like nominee changes or margin requirements. Record it and have compliance review it first. The action is to register.
- What not to post
- Profit screenshots, tips, targets, stop losses, return promises, and posts from authorised persons outside the firm's approved templates.
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 social media work runs
- 1
Understand your audience and platforms
We identify which platforms your specific buyers actually use and what kind of content they respond to.
- 2
Audit current presence
We review existing pages, past content performance and any gaps in consistency.
- 3
Build the content calendar
A plan is created, balancing genuine value with occasional direct offers.
- 4
Implement and post
Content is created and published consistently on the agreed schedule.
- 5
Measure and optimise
We track enquiries alongside engagement and adjust the content mix based on what actually performs.
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.
Our competitors post profit screenshots. Why can we not?
Should we work with finfluencers?
Can our relationship managers share our posts from their own profiles?
A client complains in a comment under our post. What should we do?
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?
What if we are not happy with the work?
More for stock brokers
Everything else we would do for you.
Closest to this: content and social
Also for stock brokers
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.