A Website That Builds Financial Trust
Clients trust you with their money. Your website should reflect that trust. Professional templates designed for financial advisors, IFAs, and wealth managers.
What's Included
- Trust-focused design with credential display
- Service sections for advisory, planning, insurance
- SEBI registration and qualification badges
- Client testimonials section
- Blog for financial education content
- Contact form for portfolio review requests
- Custom domain with SSL
Recommended Website Sections
Here's what every financial advisor website should include — and why.
Credentials & Registration
SEBI registration, AMFI certification, qualifications prominently displayed.
Services
Financial planning, mutual funds, insurance, tax planning — your service offerings.
Investment Philosophy
Your approach to wealth management — goal-based, risk-managed, long-term.
Financial Blog
Articles on tax planning, market updates, and personal finance.
Content Tips for Your Financial Advisor Website
Display your SEBI/AMFI registration prominently — it's a legal requirement and builds trust
Avoid making return promises or guarantees — keep content SEBI-compliant
Use testimonials that focus on service quality, not returns
Blog about personal finance fundamentals — they have evergreen search volume
Simple, Transparent Pricing
Start free, upgrade as you grow. No hidden fees.
Free
For individuals and small teams
Free forever — no credit card required
- GPS Attendance & Check-in
- Task Management
- Leave Management
- Expense Tracking
- Work Journal
- 1-Page Website
- 20 AI Chats/month
Base
For small businesses going online
Billed annually at ₹2,999/yr incl. GST
- Everything in Free, plus:
- Multi-page Website
- Custom Domain & SSL
- Blog (5 posts)
- CRM (20 leads)
- Invoicing
- Appointments & Booking
- Forms (3)
- 100 AI Chats/month
Pro
For growing businesses
Billed annually at ₹9,999/yr incl. GST
- Everything in Base, plus:
- Blog (50 posts)
- CRM (200 leads)
- Forms (20)
- Compliance Calendar
- Remove Branding
- 2 Custom Domains
- Unlimited AI Chats
Max
For established businesses
Billed annually at ₹29,999/yr incl. GST
- Everything in Pro, plus:
- Unlimited Blog & CRM
- Unlimited Forms
- WhatsApp Integration
- API Access
- Dedicated Support
Frequently Asked Questions
Start Free Today
No credit card required. Set up your business platform in under 5 minutes.