Every word on your card is a compliance decision as well as a design one.

1. The wording settled once and used everywhere

   How you describe yourself, which registration is stated and what is never claimed, agreed with your compliance adviser and then applied without variation.

   Result: Every piece of your material says the same thing.

2. Card, letterhead and review pack

   Designed with the ARN, the required disclaimer and your contact details in place, in a form you can print locally without the layout collapsing.

   Result: What you hand over looks like a practice.

3. A rule for using fund house names and marks

   What may be shown, what needs written permission, and whom to ask at each fund house, kept as a short note anyone in the office can follow.

   Result: Nobody uses a mark that was never granted.

4. The review meeting folder

   A standard set of what an investor takes home after a review: the position, the goal, what was agreed and the date of the next meeting.

   Result: The meeting leaves something behind.

5. Profiles matched across every platform

   Search, professional networks, messaging apps and your site carrying identical wording, registration details and photograph.

   Result: A prospect checking three places sees one practice.

6. A quarterly pass to catch drift

   A short check over every public description and piece of printed material, because wording changes quietly as people rewrite things.

   Result: Drift is caught before anybody else notices it.

1. 01 · Day 1

   Free audit call

   45 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.

2. 02 · Within a few working days

   Written, scored report

   Six areas scored, fixes ranked by return and cost. If you want our help, the scope and fee come with it, in writing.

3. 03 · Before work starts

   Baseline recorded

   Enquiries by source, reply time, conversion and cost per order, written down so every later month has an honest comparison.

4. 04 · Month 1

   The first fix goes live

   Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.

5. 05 · Every month

   Report against the baseline

   What moved, what did not, and what changes next, in plain words.

6. 06 · Month 3 to 6

   Renew on the numbers

   The term ends and you decide whether to continue from the results. No twelve-month lock.

• 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 monthly 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 lock-in, no guarantees we cannot keep

  Three to six months at a time. 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.