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Wealth management firms · Pay per click advertising

Pay for the investor searching for a retirement plan this month, not for browsers.

PPC for a wealth management firm means paid search aimed at the investor typing retirement planning or NRI investment advisory this month. It does not chase everyone reading about markets. GullySales runs these campaigns with the checks financial advertising needs, and reports on mandates.

A 90-minute audit call and a written, scored report. Turnaround, reporting and term are agreed in writing after the audit.

Book a free auditor call +91 80958 58589
A roadside billboard on a steel mast with a maintenance catwalk and ladder, and a coin meter on a post at its foot: the meter's counter has just clicked over and a coin is dropping into the slot

What pay per click advertising means

Pay per click advertising (PPC) is paying a fee each time someone clicks your advert on Google or another platform. It puts you at the top of a search page immediately, instead of waiting for ranking to build. GullySales sets the targeting, writes the ad text and checks spend daily against enquiries received.

Also for wealth management firms

Sales and marketing for wealth management firms, the overview.

For wealth management firms

Where it usually goes wrong, and what we would do.

  • “High-intent keywords cost more for a reason”

    A search for portfolio management services near me converts far better than a broad term like investing tips, and the bid should reflect that.

  • “Ad copy about returns needs a disclaimer”

    Claims implying guaranteed performance risk both compliance trouble and investor distrust, so ads lead with the plan and the process instead.

  • “Landing pages must match the ad, not the homepage”

    An ad for retirement planning that sends the investor to a general homepage loses the enquiry before the conversation even starts.

What we do

What we deliver for wealth management firms.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Keyword list weighted to high-intent search

    A bid strategy that spends more on terms like portfolio management services near me than broad terms like investing tips.

    Result: Spend goes toward investors closer to a decision, not casual browsers.

  2. Compliance-checked ad copy templates

    Ad copy templates that lead with the plan and the process rather than implied returns, checked before every campaign goes live.

    Result: Campaigns run without risking a compliance or trust problem.

  3. Dedicated landing page per campaign

    A landing page matching each ad's exact topic, such as retirement planning, instead of sending clicks to the homepage.

    Result: An investor lands where the conversation actually continues.

  4. NRI-specific campaign package

    A separate campaign, ad copy and landing page built for NRI investors when that is the quarter's target.

    Result: You can push for one investor type without diluting the rest of the site.

  5. Monthly ad performance report against mandates

    A report showing enquiries and first meetings from paid search, not just clicks and impressions.

    Result: You see whether the ad spend is actually reaching investors.

How the result is measured

  • Cost per click
  • Cost per enquiry
  • Enquiries from paid search

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

Read the full performance marketing and PPC page

Who it is for

This is written for these wealth management firms.

  • Independent financial advisers
  • Registered investment advisory firms
  • Portfolio management services
  • Family offices
  • Mutual fund distributors
  • Insurance and wealth advisory 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

From your first message to the first report.

No open-ended retainer. Each step has a point in time and something you receive.

  1. 01 · Day 1

    Free audit call

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

  2. 02 · After the call

    Written, scored report

    Six areas scored, fixes ranked by return and cost. If you want our help, the scope, the fee and the reporting 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 · 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.

  6. 06 · At the end of the term

    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 work runs for wealth management firms

  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.

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.

All case studies

  • 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.
    Read the case study

  • 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%
    Read the case study

Also worked with

Curtain Label · Difesa Security Services · Felicity Inn · 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 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.

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 90-minute call with the person who will do the work
  • A written, scored report on the six places orders leak
  • 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.

WhatsApp usor call +91 80958 58589

We call and WhatsApp on this number.

We use your details only to reply to this enquiry. See the privacy policy.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Book the free audit
Is advertising allowed for financial advisers in India?
Yes, within the advertising rules for registered advisers, which is why every campaign we run is checked before it goes live.
What is a reasonable budget to start?
It depends on the investor type you want and the city, and we set this in the audit rather than quoting a number in the abstract.
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 to be shown. Nothing goes live until your compliance officer signs it off.
How long is the contract?
The term is agreed in writing after the audit, 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.
How soon will we see results?
Fixes to reply time, follow-up and your Google Business Profile usually show in weeks, because the enquiries already exist. Ads show in days once follow-up is ready. SEO and content take months. The audit tells you which applies to you.
Who will actually do the work?
The person you meet on the audit call. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
For the audit, last month's enquiries in any format and 90 minutes with whoever handles them. After that, access to the accounts the work touches, such as the website, Google Business Profile or CRM, and time for the monthly review.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for wealth management firms

Everything else we would do for you.

Or start from the overview: sales and marketing for wealth management firms.

Your next practical step

Get a free audit of how you sell, and a scored report of where the work is.

90 minutes. A written, scored report. No invoice and no obligation.

Book a free audit