Financial services / Free brand check

Your financial services brand,
scored in two minutes.

Eight honest questions. A score out of 100, your weakest area and what to fix first. Nothing is sent anywhere.

Free · 2 minutes · no email

How healthy is your
financial services brand?

Answer eight quick questions written for financial services businesses. Get a score, your weakest area and the first three things to fix.

0 of 8 answered
  1. Brand clarityA new visitor can tell within five seconds what you offer and who it is for.
  2. Brand clarityYour name, contact details, hours and services match on your website, Google profile and social pages.
  3. Customer journeyEvery enquiry—call, WhatsApp or form—has a named owner and gets a reply the same working day.
  4. Customer journeyYou know how many enquiries became customers last month.
  5. Trust & reputationYou ask every customer for honest feedback the same way and reply to reviews.
  6. Trust & reputationEvery promotional message carries the required registration number and risk disclosure.
  7. Customer journeyFees, charges and eligibility are visible before someone submits their details.
  8. Brand clarityYour firm explains in one sentence who it serves and what it does not do.
2 minutes · no email needed
Built for financial services

Know the rules.
Show the proof.

Industry expertise is the part a generic agency or an AI tool cannot fake. Every claim we help publish is checked against these first.

Rules we work within
  • SEBI advertisement code for investment advisers and research analysts
  • RBI fair-practices expectations for lenders and NBFCs
  • IRDAI advertisement regulations for insurance
  • AMFI guidelines for mutual fund distributors

Pointers for review, not legal advice. Specialist sign-off is arranged where your claims need it.

What a trustworthy financial services brand shows
  • Registration numbers (SEBI/RBI/IRDAI/AMFI) displayed
  • Fees and charges disclosed up front
  • Grievance officer and escalation route
  • No assured-return language

Use this to judge any provider—including us.

Our commitments

Promises you can
hold us to.

Not results we cannot control—the way we work, written down.

A written scope before any payment

Deliverables, quantities, revisions, timeline and exclusions are agreed in writing first.

You own every account and file

Domains, ad accounts, profiles and final assets stay in your name, with role-based access for us.

No fake reviews, followers or rankings

We never buy or incentivise reviews, inflate numbers or promise positions we cannot control.

Claims checked before they go live

Every factual or professional claim is checked against your evidence and industry rules first.

A day-90 decision point

Review the evidence together, then continue, change or stop—no lock-in beyond the agreed scope.

A handover you can use

Final files, usage guide, access record and next priorities, even if you stop working with us.

The next considered step

Clarity is a trust signal.
Let’s start there.

Tell us about the business, the gap and the work you need. Start with a useful brief—not a bigger package.