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.
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.
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 each month.
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 monthly 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, then reported every month against it.
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.
Chord Road Hospital
- Situation
- Patients who knew the hospital trusted it. Patients who searched for a department or a treatment in the area did not find it.
- What we did
- Website rebuilt around patient needs
- Search visibility
- Social media on a schedule
- Review management
- Result
- Organic traffic increased 60% within six months
- Online appointment bookings increased 40%
- Social following grew 45%, and engagement on it rose 70%
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%
Also worked with
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 · SB Engineering · 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.
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 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?
Do stock broker advertisements need exchange approval?
Can we promote stock tips or trading calls to attract clients?
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.
- SEO for stock brokers
- PPC advertising for stock brokers
- Lead generation for stock brokers
- Reputation management for stock brokers
- Local SEO for stock brokers
- Branding and identity for stock brokers
- Social media marketing for stock brokers
- Content marketing for stock brokers
- Email marketing for stock brokers
Or start from the overview: sales and marketing for stock brokers.