Compliance walls your best messages
You cannot make the bold claims that less careful competitors ignore regulation to use. Most compliance-aware ads are so watered down they generate zero trust and zero clicks from anyone worth talking to.
Financial Advisors
Serious buyers, not tyre-kickers.
Lead generation for advisors, agents, and wealth management firms.
1M+ leads delivered across 250+ brands.
The problem
Why most advisor marketing underperforms
Portal leads are cold and overworked
Aggregator leads have spoken to three other advisors by the time you call. The conversation starts from zero, the prospect is guarded and comparison-shopping, and your close rate is brutal.
Long sales cycles hide the real ROI
A lead becomes a client four to twelve weeks later. Proving your marketing is working, to yourself or a managing partner, is a monthly source of frustration and doubt.
The system
A compliant lead engine that finds serious buyers
Compliance-aware creative, stated-intent leads, and attribution tied to AUM, not to clicks on a dashboard.
Compliance-first creative that converts
Copy built around life events, income milestones, and genuine intent signals, not guarantees or misleading projections. SEBI-aware strategy that protects your practice while generating real inquiry volume.
Stated-intent leads delivered your way
Every lead answers what they want to achieve, their investable range, and their timeline before the first contact. Leads route into your CRM, email inbox, or WhatsApp, whichever fits how your practice operates. We build the routing around you, not a default template.
Attribution tied to AUM acquired
We track from ad impression through to assets under management acquired. You see the true cost per rupee of AUM, not cost-per-click on a dashboard that has nothing to do with your revenue.
Proof
It works.
The leads are serious buyers, not tyre-kickers. That is the difference between a marketing agency and a lead generation partner.
Sumita Malik
Finance & Insurance Advisor
Three steps
First qualified prospect in 14 days.
Kickoff
01
Practice and compliance audit
We map your ideal client, your highest-margin products, and your regulatory constraints. You get a targeting and copy strategy that is compliant from day one, and specific enough to actually work.
Build
02
Launch the qualified-lead funnel
Compliance-reviewed landing page, ad creative, and qualification flow with intent signals built in. Stated-intent leads with budget and timeline begin arriving within 14 days of kickoff.
Scale
03
Compound the AUM pipeline
Monthly creative refresh, bi-weekly qualification tuning, and quarterly attribution review tied to AUM. Your pipeline compounds month on month, and the cost per rupee of AUM acquired falls over time.