Your book follows you, which is exactly why your employer hesitates.

1. A profile that survives a private bank's review

   Registration, employer, mandate type and coverage, written to the firm's own disclosure standard. Nothing about assets under management and nothing about a client.

   Result: A profile your compliance officer signs the first time rather than the fourth.

2. The hour on how a decision was reached

   One call a month on the reasoning behind an allocation call, never on the holding or the household. The judgement is publishable, the position is not, and nobody on your team can give that hour for you.

   Result: Readers see how you think, which is the only demonstration open to you.

3. Notes on process, not on portfolios

   What an asset allocation review covers, what changes after a business sale, how a family sets a withdrawal rule. No product, no numbers, no comparison.

   Result: Writing a prospect recognises because they are living it this month.

4. Material written for the second generation

   Short pieces aimed at the children who are now in the room, on governance, on succession and on what the family has already agreed.

   Result: The heir treats you as their adviser rather than their father's.

5. Closed-room panels and family office forums

   A speaker biography and two subjects offered to the private events your clients attend, which are almost never the events your industry attends.

   Result: Thirty of the right people in a room where nothing gets recorded.

6. The approval chain mapped before anything is written

   Reviewers, timings and escalation, agreed with the compliance team at the start so the calendar is realistic.

   Result: No month where the whole programme stalls waiting for one signature.

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.