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For SEBI registered investment advisers
Marketing for SEBI registered advisers that finds clients who value advice.
Websites, SEO, videos and branding for individual and corporate RIAs and fee-only financial planners. Built for the doctor, engineer or NRI who is tired of being sold products and wants someone paid only to give honest advice.
Built for
Individual and corporate RIAs
People we reach
Professionals, NRIs and young families
Includes
Website, SEO, video and branding
Measured by
Discovery calls with good-fit clients
The problem
Why fee-only advisers get confused with product sellers.
Search shows agents, distributors and apps using similar words. A fee only RIA looks the same unless the website makes the difference obvious.
SEBI bans adviser testimonials, past performance claims and promised returns. Many advisers then say nothing, so good clients cannot see why they should pay a fee.
Your best clients are specific, like doctors starting a practice or NRIs planning a return. Pages in their words bring calls from people ready to hire.
How we help
What an RIA needs to stand apart from product sellers.
Clear about fees, careful about claims and built entirely inside SEBI’s rules for investment advisers.
Branding
A brand built around independence
A name, identity and voice that signal advice without products, and feel personal enough for a small practice.
- Positioning against distributors and robo advisers
- Financial plan and review report design
- Letterheads, client agreement and onboarding kit
Website
A site that makes your fee model clear
A website that explains what fee-only advice means, how much it costs, what clients get and who you are a good fit for.
- Fees page with the model, range and what is included
- Process page from discovery call to annual review
- Registration, disclosures and grievance pages in clear view
SEO and lead generation
Found by the clients you serve best
Pages for each client type and planning need, so people searching with a specific worry find an adviser who works on exactly that.
- Client pages for doctors, NRIs, IT employees and retirees
- Guides on ESOPs, retirement, insurance gaps and tax planning
- Comparison pages: RIA vs distributor, fee vs commission
Video
Videos that let clients hear your thinking
Short videos where you explain one planning idea at a time, so prospects understand how you think without any performance claims.
- Two minute planning explainers for YouTube
- A short film on how your first meeting works
- Webinar editing for clinics, companies and NRI groups
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 doctors and consultants trust at first glance.
Financial services branding- SEBI registration
- What the fee covers
- No product income
- Who you work with
Answer every question
Your site covers what they check, before they have to ask.
Financial website development- fee only financial planner India
- SEBI registered investment adviser near me
- financial planner for NRIs returning to India
- how to plan ESOP taxes in India
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 RIAs ask us.
Straight answers about working with us.
We cannot use testimonials. How do we build trust online?
Through clarity. A detailed fees page, a clear process, your qualifications and useful guides build trust without any client quotes or performance claims.
Should we publish our fees?
Yes, the model and a range. Fee-paying clients want to know early, and your fees must sit within SEBI’s limits anyway, so there is little reason to hide them.
How do we explain the difference from distributors without attacking them?
We explain how each is paid and what that means for the client, calmly and factually. Readers draw their own conclusions.
Can we create content about specific funds or stocks?
We keep public content educational. Specific recommendations belong in client advice, where risk profiling and suitability rules apply.
We are a two-person firm. Can we keep this going?
Yes. We plan a small set of pages and a steady, light content rhythm that fits around client work.
Do you know SEBI’s advertising code for advisers?
We write to it from the start: registration shown, no testimonials, no return claims and the standard disclaimers. Your compliance review is still the final check.
How do SEBI registered investment advisers get more enquiries online?
For SEBI registered investment advisers, the search usually starts with Google, YouTube, LinkedIn and a friend. Enquiries go to the companies that let salaried professionals, founders, NRIs and retirees check fee, approach, conflicts and the adviser 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 SEBI registered investment advisers?
Salaried professionals, founders, NRIs and retirees usually look at registration, fee, conflicts and process, for example registration (SEBI RIA number shown). If your website answers these plainly and backs them with fee page, how we work and articles, you move onto the shortlist instead of getting a long email of basic questions.
What should a website for SEBI registered investment advisers include?
Pages that answer what salaried professionals, founders, NRIs and retirees need to know: registration, fee, conflicts and process. Add fee page, how we work and articles, real photos, and a short enquiry form that reaches the right person. Specific pages get shortlisted, vague ones get skipped.
Which searches should SEBI registered investment advisers try to rank for?
The specific questions your customers type, such as “sebi registered investment adviser near me” or “fee only financial planner india”. 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 SEBI registered investment advisers appear in AI answers and Google’s AI Overviews?
AI tools quote pages that answer one question clearly, with facts they can check. For SEBI registered investment advisers, that means stating fee, approach, conflicts and the adviser 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 SEBI registered investment advisers?
Ask whether they have worked with financial brands before, whether they understand fee, approach, conflicts and the adviser 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.
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find your advice.
Send us your website and the kind of clients you work with best. We’ll show you what they find today when they search.