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For PMS and AIF managers
Marketing for PMS and AIF managers that explains the strategy.
Websites, SEO, fund manager videos and branding for portfolio managers and Category I, II and III AIFs. Built for wealth managers and investors who must understand your process before they move ₹50 lakh or ₹1 crore into it.
Built for
PMS houses and AIF managers
People we reach
Distributors, wealth managers and HNIs
Includes
Website, SEO, video and branding
Measured by
Distributor meetings and investor calls
The problem
Why good strategies get judged on one number.
Ranking sites show distributors a trailing return, not your process. A weak year that fits your strategy never gets explained, often even on your own site.
At ₹50 lakh for PMS and ₹1 crore for most AIFs, investors ask about concentration, hurdle fees and exit loads. One line of philosophy fails them.
SEBI sets strict methods for showing PMS performance against the right benchmark, and past returns are never a promise. We treat that as the frame.
How we help
What a fund manager needs to be understood, not just ranked.
Content built from your investment team’s own thinking, with every number and claim checked by your compliance officer.
Branding
A brand that matches the conviction
An identity and document system that makes your factsheets, decks and letters look as considered as your research.
- Positioning against larger AMCs and other boutiques
- Factsheet, deck and investor letter design
- Distributor kits and roadshow material
Website
Strategy pages a distributor can sell from
A page for each strategy with the process, portfolio rules, risks, fees and the team, plus documents in the format allocators expect.
- Strategy pages with process, risk limits and fee structures
- Monthly factsheet and commentary templates
- Gated investor and distributor area for documents
SEO and lead generation
Found by people researching the strategy type
Educational pages on the questions behind the search: what a long short fund does, how PMS differs from a mutual fund, how fees with a hurdle work.
- Explainers on PMS, AIF categories and fee structures
- Pages for the specific style you run, such as small cap or special situations
- Clear facts for AI answers about your strategies
Video
Fund managers explaining their own process
Short, well lit recordings of your fund manager walking through how decisions are made, what went wrong and what was learned.
- Quarterly commentary videos
- Webinar recording and editing for distributors
- Short clips for LinkedIn and wealth platforms
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.
Look like the safe choice
A clear brand that HNI and ultra HNI investors trust at first glance.
Financial services branding- The process in writing
- Performance shown properly
- Fees and exit loads
- Concentration and risk
Answer every question
Your site covers what they check, before they have to ask.
Financial website development- best PMS for long term investing
- PMS minimum investment 50 lakh
- category III AIF long short fund
- PMS vs mutual fund difference
Get found by the right buyers
Show up on page one and in AI answers when they search.
Financial services SEOShow it working
A short video proves it in seconds, and the enquiry follows.
Fintech explainer videosFAQ
Questions PMS and AIF teams ask us.
Straight answers about working with us.
Can we show performance on our website?
Yes, within the rules. PMS returns follow SEBI’s standard method and benchmark, with clear disclaimers. AIF results usually go into a gated area for eligible investors.
Our fund had a bad year. Should the website hide it?
No. A calm explanation of what happened and why it fits the strategy builds more trust with allocators than silence does.
Do we need SEO when most money comes from distributors?
Distributors and their clients both search before meetings. Ranking for your strategy type and your own name helps every distributor conversation.
Who writes the monthly commentary?
Your fund manager shares the view in a short call. We turn it into clear writing, and it goes out only after compliance review.
Can you design our distributor kit?
Yes. A deck, a one page strategy note, a factsheet and short videos give distributors what they need to explain you properly.
Will you use words like assured or guaranteed?
Never. We avoid any language that suggests a promised return, and we keep the risk factors next to the performance numbers.
How do PMS and AIF managers get more enquiries online?
For PMS and AIF managers, the search usually starts with a distributor pitch and then your factsheet. Enquiries go to the companies that let HNIs, family offices, NRIs and corporates check strategy, manager, fees and disclosed returns in a few minutes and then ask for a quote or a call. Clear pages with real proof do more than ads alone. Every page and ad also has to follow SEBI, RBI or IRDAI rules, so compliance review is built into the process.
What do buyers check before contacting PMS and AIF managers?
HNIs, family offices, NRIs and corporates usually look at minimum, strategy, fees and disclosure, for example minimum (₹50 lakh, as per SEBI). If your website answers these plainly and backs them with monthly factsheet, strategy note and manager video, you move onto the shortlist instead of getting a long email of basic questions.
What should a website for PMS and AIF managers include?
Pages that answer what HNIs, family offices, NRIs and corporates need to know: minimum, strategy, fees and disclosure. Add monthly factsheet, strategy note and manager video, real photos, and a short enquiry form that reaches the right person. Specific pages get shortlisted, vague ones get skipped.
Which searches should PMS and AIF managers try to rank for?
The specific questions your customers type, such as “pms minimum investment 50 lakh” or “category 3 aif long short fund”. Each deserves a page or article that answers it clearly. Specific searches bring fewer visitors than broad terms, but far more of them become enquiries.
How can PMS and AIF managers appear in AI answers and Google’s AI Overviews?
AI tools quote pages that answer one question clearly, with facts they can check. For PMS and AIF managers, that means stating strategy, manager, fees and disclosed returns in plain words, adding structured data (schema), keeping company details the same everywhere online and earning mentions on trusted industry sites.
How do you choose a marketing agency for PMS and AIF managers?
Ask whether they have worked with financial brands before, whether they understand strategy, manager, fees and disclosed returns without your team rewriting everything, and whether one team covers website, SEO, video and campaigns. Ask for a fixed scope and price in writing. Hypergrow, based in Coimbatore, works this way with financial brands in India and abroad.
Related sectors
Other financial services sectors we serve.
Every sector buys differently. Pick yours, or see everything we do for financial services companies.
Everything we build for fintechs, lenders, advisers and financial brands, in one place.
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02NBFCsBranch-level loan pages, DSA programmes and clear rate disclosures for lenders.
03Stock broking firmsAccount opening journeys, charges pages and authorised person programmes for brokers.
04Wealth management firmsQuiet, credible websites and thought pieces for firms serving families and HNIs.
05Mutual fund distributorsLocal search, goal-based pages and simple SIP videos for ARN holders.
06Insurance companies and brokersPolicy pages, claim guides and business insurance content for insurers and brokers.
07Payment companiesPricing, docs and integration pages that bring merchants and developers on board.
08Co-operative banksBranch, deposit and digital banking pages for urban and district co-operative banks.
09SEBI registered investment advisersFee-only positioning, planning content and client-fit pages for SEBI registered advisers.
Start a conversation
Let’s explain your strategy
beyond the return number.
Send us your website and latest factsheet. We’ll show you what an allocator sees before the first call.