What a wealth managers & financial advisors website must have
- SEBI registration number and full disclaimer set
- Service pages: financial planning, MF, PMS, insurance, estate
- SIP, retirement and goal calculators for organic traffic
- Grievance redressal and SCORES linkage
- Compliant lead capture with risk-profiling questions
- No guaranteed-return or unverified performance claims
How we build it
Compliance-first layout
Registration, disclaimer and grievance details on every page footer, not buried on one page.
Calculator-led acquisition
SIP, retirement and goal calculators are the highest-traffic, lowest-competition assets in Indian personal finance.
Trust architecture
Credentials, fee model transparency and process explained before the CTA.
Qualified enquiry flow
Risk-profile and asset-band questions so you meet prospects who fit your mandate.
Recommended site structure for RIAs, mutual fund distributors, wealth firms and insurance advisors
- 01Home
- 02About & credentials
- 03Services
- 04Calculators
- 05Insights
- 06Disclosures & grievance
- 07Book a consultation
Compliance we design around
- — SEBI (Investment Advisers) Regulations disclosure
- — No assured-return claims
- — AMFI code for MFDs
Searches this page is built for
How a wealth managers & financial advisors website project typically runs
Three common starting points for RIAs, mutual fund distributors, wealth firms and insurance advisors, what we change in each, and where the improvement is meant to come from. These are typical patterns, not individual client stories.
Typical patterns, not case studies or client-reported results. We publish measured numbers only where a client has shared its analytics and approved it.
Typical wealth managers & financial advisors starting point
Starting point
One-page site, no service depth, all enquiries arriving over phone
What we change
Registration, disclaimer and grievance details on every page footer, not buried on one page.
- SEBI registration number and full disclaimer set
- Service pages: financial planning, MF, PMS, insurance, estate
Typical wealth managers & financial advisors starting point
Starting point
A template site that ranked for the brand name and nothing else
What we change
SIP, retirement and goal calculators are the highest-traffic, lowest-competition assets in Indian personal finance.
- SIP, retirement and goal calculators for organic traffic
- Grievance redressal and SCORES linkage
Typical wealth managers & financial advisors starting point
Starting point
Traffic from social only — Google sent almost no qualified visitors
What we change
Credentials, fee model transparency and process explained before the CTA.
- Compliant lead capture with risk-profiling questions
- No guaranteed-return or unverified performance claims
The page layout we ship for RIAs, mutual fund distributors, wealth firms and insurance advisors
A blueprint of the structure — not a screenshot of a client site. Every section below earns its place either in search or in the enquiry path.
Desktop
- · Header with call and WhatsApp
- · Hero with the search phrase in the H1
- · Home
- · About & credentials
- · Services
- · Calculators
Mobile
Many visitors to a wealth managers & financial advisors website arrive on a phone, so the mobile order is decided first: enquiry action within the first screen, proof next, detail after.
Guides for RIAs, mutual fund distributors, wealth firms and insurance advisors
Deep-dive guides on cost, features, compliance and search demand — written for RIAs, mutual fund distributors, wealth firms and insurance advisors planning a website in India.
Frequently asked questions
Planning a website for RIAs, mutual fund distributors, wealth firms and insurance advisors?
Free 30-minute scoping call — structure, timeline and a fixed quote.