How can a wealth management firm attract HNI clients?
HNI clients choose advisers through trust and referrals, so build both. Publish thoughtful market and planning commentary, speak at business and professional events, partner with…
What should a financial advisor’s website include?
Quick answer
A clear statement of who you help, how you are paid, your process, your qualifications and your SEBI registration number or ARN with the required disclaimers. Add a real photo, useful educational articles and one obvious next step, such as booking a free introductory call. Avoid return figures, "best adviser" claims and generic stock images.
The pages that matter
- Home: who you help and the problems you solve, in one or two sentences.
- How we work: first call, data gathering, the plan and review meetings.
- Fees: fee-only, commission or both, with typical ranges where you can share them.
- About: qualifications, experience and a real photo of you and your team.
- Resources: educational articles for your niche.
- Contact: a short form, phone and WhatsApp.
Registration and disclosures
Investment advisers should show their registered name, SEBI registration number and the required disclaimers. Mutual fund distributors should show their ARN and the tagline “AMFI-registered Mutual Fund Distributor”, and avoid words like adviser or wealth manager in their name.
What to leave out
- Past returns or performance charts
- “Best”, “No. 1” or similar claims
- Misleading testimonials
- Stock photos of money piles or rising arrows
Make the next step obvious
One clear call to action, such as “Book a 20-minute introductory call”, on every page. A fast, mobile-friendly site matters too, because most people will first visit on their phone.
Key takeaways
- Say who you help and how you're paid
- Show registration details and disclaimers
- Make booking a first call effortless
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