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
financial advisor website indiawealth management website designmutual fund distributor website
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.
FAQs
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.