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.
A 45-minute audit call, a written and scored report within a few working days, then a monthly report against your baseline.
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.
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. They also want to know whether anyone will push them into trades. The broker who shows the risk disclosures without hurrying, and calls 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.
Monthly report against the baseline
Accounts opened, activated and reactivated, enquiries by source, reply time and branch-level numbers, reported every month 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, then reported every month against it.
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 monthly report.
No open-ended retainer. Each step has a point in time and something you receive.
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.
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.
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.
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.
05 · Every month
Report against the baseline
What moved, what did not, and what changes next, in plain words.
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.
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.
Proof
What happened when owners fixed this.
Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.
Hotel Felicity Inn
- Situation
- A traveller compares three hotels on a phone and books one. The website was not built for that.
- What we did
- The site rebuilt around booking
- Photography and one look
- Search work for destination searches
- Content a traveller reads
- Result
- Online bookings increased 35%
- Organic traffic increased 50% within six months
- Positive reviews on Google and TripAdvisor increased 30%
SB Engineering
- Situation
- Buyers searching for laser cutting and sheet metal work in Bengaluru were finding other suppliers first, because the company did not rank for the terms its own customers type.
- What we did
- The site redesigned for mobile
- Search work on the buyer's terms
- Content that shows the work
- Social channels managed
- Result
- Website traffic rose 60% within six months, against a target of 50%.
- High-quality leads rose 45%, with a rise in conversion rates alongside them.
- Fifteen target keywords moved up the rankings, five of them into the top three positions.
Also worked with
Chord Road Hospital · Curtain Label · Difesa Security Services · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios
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 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.
Engagement options
Ways to work with us.
Pick the size of commitment that fits. Every option starts with the free audit.
Option 1
The audit on its own
A 45-minute call and a written, scored report. 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 the audit ranks first, such as reply time or follow-up. The fee is in writing before anything starts.
Option 3
A three-to-six-month programme
We run the work month by month, report against the baseline every month, and you renew on the numbers. No twelve-month lock.
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.
The offer
Start with a free audit of how you sell.
It is useful on its own, whether or not you hire us.
What you receive
- A 45-minute call with the person who will do the work
- A written, scored report on the six places orders leak, within a few working days
- Every fix ranked by what it returns and what it costs
- The one thing to do first, and why
- An honest line on whether you need outside help at all
- If you do, the scope and the fee in writing
No invoice. No obligation. No sales script.
FAQ
Questions stock brokers ask before they call.
Not here? More answers, or ask on WhatsApp.