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Wealth management firms · Financial services

The investor with a retirement payout checks your SEBI number before your returns.

Most wealth managers get investors two ways: a referral, or a search that starts with a worry. That worry might be a retirement payout, or money from a property sale sitting in a savings account. The firm that answers with a clear page, a named adviser and a fast reply gets the first meeting.

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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 wealth management firms at work in India

In one paragraph

Wealth management marketing is being the firm an investor finds and trusts before moving a portfolio. Wealth management sales turns that first meeting into a signed mandate or an advisory agreement. GullySales names your advisers and their registration on the site, writes content your compliance officer can sign off, and follows up proposals until the investor decides.

Every word the firm publishes sits under rules. SEBI governs registered investment advisers, portfolio managers and mutual fund distributors, and AMFI registers distributors and sets their code of conduct. Content that ignores those rules is a risk, and content stuck in compliance review is never read.

Last updated 8 Nov 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 wealth management firms are chosen.

An investor moving money rarely decides in one meeting. They read the firm's website, check the adviser's credentials and past experience, and often ask a friend who already invests with the firm. A page with no adviser name and no explanation of how fees work does not survive that check.

For larger portfolios the decision slows further. The investor may compare two or three firms, ask for a sample financial plan, and want to know how often they will hear from the firm after the money moves. A firm with no answer for reporting frequency loses that comparison.

Referrals convert faster because the trust is already half built. They still expect a proper first meeting, a written plan, and a clear view of the fee before they sign.

The problem

What usually goes wrong for wealth management firms.

What owners tell us on the first call, in their words.

  • “The website reads like a brochure with no adviser in it”

    A generic page about wealth management, with no name, no photograph and no explanation of who manages the money, does not answer the investor's first question. Who am I trusting with this money?

  • “A referred investor waits a week for a first meeting”

    The enquiry arrives by WhatsApp or a phone call passed on by an existing investor, and it sits until someone has time. By then the investor has met a competing adviser.

  • “The follow-up stops after the first meeting”

    An investor asked for a proposal, took it away to think, and never heard from the firm again. The mandate went to whoever followed up in week three.

  • “The fee is only explained in the first meeting”

    An investor comparing three firms drops the ones with no fee page before ever calling, and this firm is often one of them.

  • “Compliance review holds up everything we want to publish”

    A market update sits half-written for weeks because nobody owns the sign-off step, so the firm rarely publishes anything at all.

  • “An NRI investor calls and nobody has a confident answer on repatriation”

    The enquiry goes cold while the adviser looks up rules that should already be written down and ready.

  • “A new investor cannot verify us online before the first call”

    Our registration and adviser credentials are not visible anywhere, so a cautious investor cannot confirm we are legitimate before picking up the phone.

What we do

What we do for wealth management firms.

Everything included for wealth management firms.

  1. Adviser pages with registration and credentials

    A page for each adviser showing qualification, experience and registration number, not just a name and photograph.

  2. A fee explanation page

    A clear page setting out how the fee structure works, written before an investor has to ask.

  3. Compliance-reviewed content on tax and retirement questions

    Guides on retirement, tax and NRI rules, checked against advertising rules for registered advisers before publishing.

  4. Reply routine across call, WhatsApp and referral enquiries

    A routine and a record so an enquiry from any source gets a fast, tracked reply and a booked first meeting.

  5. A shared pipeline for enquiries, proposals and mandates

    A single record following an enquiry from first contact through the proposal stage to a signed mandate.

  6. A referral-ask process built into the review meeting

    A simple, natural point in the review meeting where an adviser can ask a satisfied investor for an introduction.

  7. Report against the baseline

    Enquiries, meetings held and mandates won reported against the baseline recorded before work began.

How the result is measured

  • Enquiries by source, referral or search
  • Reply time to a first enquiry
  • Proposals sent against meetings held
  • Meetings that became signed mandates
  • Review meetings completed on schedule
  • Referrals from existing investors

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

Every service, written for wealth management firms

Each has its own page: what it involves for wealth management firms, what you get, and what it is measured on.

Worth a page and a campaign of their own

Retirement planning · Portfolio management services · NRI investment advisory · Estate and succession planning · Tax-efficient investing · Mutual fund distribution or registered advice · Children's education planning · Business owner exit planning

Priority campaigns

Campaigns for what wealth management firms most want to sell.

Each one planned around when your buyers decide, and measured against the baseline.

  • Retirement planning campaign timed to the tax year

    Content and search visibility on retirement planning timed to the months before the financial year end.

  • NRI investment advisory campaign

    A dedicated page, content on repatriation rules and outreach aimed at NRI investors this quarter.

  • Business owner exit and succession planning campaign

    Content and outreach aimed at a business owner nearing an exit, covering the business and the money together.

  • Tax-efficient investing campaign ahead of the financial year end

    A guide and a short advertising push on tax-saving investment windows, timed ahead of the deadline.

  • Children's education planning campaign

    Content and outreach aimed at a parent planning for a child's future education costs.

Beyond search

Where we reach buyers of wealth management firms, beyond Google.

Search matters, but it is rarely the only way this industry's buyers find a supplier.

  • Chartered accountants and tax consultants

    A CA sees a client's capital gains every July. A short introduction note gives them a firm to suggest when the client asks where the money should go.

  • Corporate employee financial wellness programmes

    An education session for staff on ESOPs and retirement savings, kept free of product selling so the HR team agrees to host it.

  • NRI community associations and events abroad

    Talks and newsletter pieces for Indian associations abroad, on the questions NRIs actually ask, such as repatriation and tax.

  • Business associations and chambers of commerce

    A handout for chamber meetings where owners discuss selling the business or handing it to the next generation.

  • Estate planning lawyers and family attorneys

    Lawyers drafting a will or a family trust often need someone to manage the assets. A referral note explains where your work starts and theirs ends.

Who it is for

This is written for these wealth management firms.

  • Independent practices registered as investment advisers
  • Registered investment advisory firms
  • Portfolio management services
  • Family offices
  • Mutual fund distributors
  • Insurance and wealth practices
  • NRI-focused wealth advisers
  • Retirement and pension planning practices

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

How the work runs for wealth management firms

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

    Assess

    We look at how investors currently find you, what your website tells them about fees and advisers, and how long a proposal sits before anyone follows up.

  2. 2

    Build trust before the call

    Adviser profiles, credentials, a clear explanation of the fee structure, and content that answers the questions investors search before they pick up the phone.

  3. 3

    Get the enquiry answered fast

    A response routine for calls, WhatsApp and referrals, and a record of every enquiry so none sit unanswered.

  4. 4

    Bring investors in

    Search visibility for the planning questions investors ask, and a referral process that gives existing investors an easy way to introduce someone.

  5. 5

    Keep the mandate

    A reporting rhythm the investor can rely on, and a review-meeting cadence that surfaces the next need before the investor goes looking elsewhere.

United States

Working with US wealth management firms.

A US adviser publishes nothing the compliance officer has not seen. The SEC's marketing rule sets out what a registered investment adviser may say about performance, testimonials and endorsements, and a broker-dealer answers to FINRA on top of that. Firms that market well do not have looser rules. They have a review cycle that takes days rather than months.

So we work to that cycle. Drafts reach your chief compliance officer with every claim marked and the disclosures already written in. The approved version is the one that goes out, and both are kept for your records. Nothing is published on a decision of ours.

  • A draft your CCO can clear in one pass

    Every claim flagged, every required disclosure written in, and no performance figure that did not come from you. A review that comes back clean is worth more to a firm than a clever headline.

  • Testimonials are permitted, with conditions attached

    The marketing rule opened the door to client testimonials and endorsements, and it attached disclosure, oversight and written agreement duties to each one. Your compliance officer decides what your firm will use, and we build the process around that decision.

  • Paid lead platforms are endorsements

    A referral arrangement with a matching service is compensation for an endorsement, with its own disclosure and contract terms. Price it against closed relationships rather than leads, and show the agreement to your compliance officer before signing.

  • Texts and direct messages are records

    Off-channel messaging has been an expensive lesson across the industry. We work inside whatever archiving your firm already runs, and a prospect conversation never moves to a personal phone.

  • Mandates are lost in the fortnight after the proposal

    A prospect who took the plan away and went quiet has not decided against you yet. A scheduled run of calls and one genuinely useful document beats waiting for the phone to ring.

Where this fits

Three pieces of sales work, in this order.

GullySales builds every engagement from three pieces of sales work. This page is not one of them, but the same three steps apply to the business behind it.

  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

    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 wealth management firms ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Can we show our past portfolio returns in ads?
Not freely, and usually it is safer not to. SEBI and AMFI rules restrict how past performance appears, and require set disclosures where it is allowed. We build the content around your process, your advisers and the plans you write instead.
Do you know the advertising rules for investment advisers?
Yes, in outline, and your compliance officer has the final word. SEBI's advertisement code for registered advisers rules out promised returns and testimonials, and asks for registration details and the standard SEBI disclaimer to be shown. Nothing goes live until your compliance officer signs it off.
We are a mutual fund distributor. Can we call ourselves wealth advisers?
Be careful here. SEBI and AMFI rules ask distributors not to present themselves as advisers, since advice is a separate SEBI registration. We describe what you do as distribution, with your ARN shown, and keep the word adviser off the page.
Can happy investors leave Google reviews for us?
Investors can review you on their own, but using testimonials in your marketing is restricted for registered advisers. We do not ask for reviews or republish them. We reply to reviews politely, without mentioning returns or any investor's portfolio.
Can you help us reach NRI investors specifically?
Yes. NRIs search for NRE and NRO accounts, repatriation limits and tax on Indian gains, often in their own evening hours. We write a page for each question and reply to their enquiries at a time that suits their time zone.
Can you advertise our performance?
Only figures your compliance officer approves and supplies, presented the way the rule requires, including the extra conditions on hypothetical or model returns. We would rather build the marketing around your planning process and your advisers. That survives review, and it answers what a prospect asks first.
Our CCO reviews everything. Does an outside team make that slower?
It should not, once the review is a fixed point in the schedule rather than an afterthought. Drafts go over on an agreed day with claims and disclosures marked for attention. Nothing is published until it comes back approved, and we keep the approved copy and the date.
What client data would your team hold?
None of the account data. We work from CRM counts in Redtail, Wealthbox or Salesforce: enquiries by source, meetings held, proposals out and mandates signed. Anything beyond that is a question for your compliance officer and your privacy obligations, and we prefer the limit set down in writing.
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.

Notes for owners

Read more about wealth management firms.

Part of Financial services. See the other industries in the sector.

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