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For mutual fund distributors

Marketing for mutual fund distributors that families in your city find.

Websites, local SEO, SIP explainer videos and branding for individual ARN holders and distribution firms. Built so a family looking for help with a child’s education fund or a retirement SWP finds a real person nearby who explains things patiently.

Built for

Individual MFDs and distribution firms

People we reach

Families, retirees and small business owners

Includes

Website, SEO, video and branding

Measured by

New client meetings and SIP starts

The problem

Why good distributors stay invisible online.

Word of mouth works until the client’s son opens an investing app and asks why they pay anything. With no website, you lose that argument.

A distributor is not a SEBI registered adviser, so “independent” or “fee only” is off limits. Every page needs your ARN, risk line and commission note.

Your real strength is personal, like setting up an SWP for a retired couple or keeping a client in their SIP. Told simply, it works.

How we help

What a distributor needs to grow beyond referrals.

Small in scope, careful with words and easy for you to keep up to date between client meetings.

01

Branding

A brand that feels local and steady

A name, logo and simple materials that look professional without looking like a large bank.

  • Logo and colours that work on a nameboard and a phone
  • Client review and goal report templates
  • Visiting cards, letterheads and seminar banners
02

Website

A simple site that shows who you are

A clean website with your story, your ARN, how you are paid, the goals you help with and a way to book a meeting.

  • Goal pages for education, retirement, home and tax saving
  • SIP and SWP calculators with clear disclaimers
  • Meeting booking that links to WhatsApp and your calendar
03

SEO and lead generation

Found by families in your town

Local search pages and a Google Business Profile, so people searching for help with mutual funds in your area find you, not just an app.

  • City and neighbourhood pages for your service area
  • Answers to common SIP, SWP and ELSS questions
  • Review requests built into your client follow-up
04

Video

SIP explainers in your own voice

Short videos where you explain one idea at a time, in English or your local language, recorded quickly and edited for phones.

  • One minute explainers on SIP, SWP and goal planning
  • Market-fall reassurance videos for existing clients
  • WhatsApp-friendly cuts for sharing with families

How it fits together

Brand first. Then site, search and video.

Each piece makes the next one work harder. This is the order we build them in.

01Branding
Aa

Look like the safe choice

A clear brand that salaried families trust at first glance.

Financial services branding
02Website
  • ARN and EUIN
  • How you earn
  • What you help with
  • How reviews work

Answer every question

Your site covers what they check, before they have to ask.

Financial website development
03SEO
1yourfirm.inYou

Get found by the right buyers

Show up on page one and in AI answers when they search.

Financial services SEO
04Video
SIP startedRetired teacher, SWP for monthly income, Karur

Show it working

A short video proves it in seconds, and the enquiry follows.

Fintech explainer videos

FAQ

Questions distributors ask us.

Straight answers about working with us.

Can I call myself a financial adviser on my website?

No. Only SEBI registered investment advisers can use that title. We describe what you do accurately, for example mutual fund distributor and goal planning support.

Should I talk about direct plans if I sell regular plans?

Yes, briefly and honestly. Explaining the difference and the service you provide builds more trust than avoiding the question.

Can I post fund recommendations on social media?

We keep content educational: how SIPs work, what an SWP does, why staying invested matters. Specific scheme calls carry more compliance risk, so we avoid them.

I am a one-person practice. Is this too much for me?

No. We keep the site small, record videos in short sessions and give you templates you can update yourself.

Do I need reviews on Google?

Reviews help families choose a local distributor. We help you ask existing clients in a simple way, without any claims about returns.

Can you make videos in Tamil or Malayalam?

Yes. Many of your clients prefer their own language, and those videos are often the ones they share with relatives.

Start a conversation

Let’s help families
find you before an app.

Send us your ARN, your city and the kind of clients you serve best. We’ll show you what they find when they search today.

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