“Business has only two functions – Innovation and Marketing”

Milan Kundera

CAMSTOCK – for wealth managers

Impactful Online presence with experienced professional leading to business generation

With increasing number of Investment avenues and products, the demand for wealth managers are consistently increasing. Wealth Managers are the distributors of financial products like Mutual funds, Government securities, Corporate Fixed deposits, NCDs, Stock broking accounts, etc.

We offer a Online website and Mobile App for Individual Financial Advisor or Wealth Managers and Wealth management Companies.As we understand, the expectations of a Wealth Managers from a website revolves around a visibility, convenience and business generation tools. Also, being a distributor, engagement of customers remains a primary objective to generate repeat business.

After calibrating the expectations, we have come up with our offering which will not only make a solid presence on the Online space but also help in lead generation from existing and potential customers.

Get all this for just Rs.5000/ month

Platform Features

  • Responsive Website compatible with Laptop, Tablet and Mobile.
  • CMS based website with Homepage and upto 10 pages customization as per your requirements
  • Hierarchy – Administrator, Author and Subscriber login rights
  • Access control for each content post
  • Post Blog without access control
  • Supported content formats : Video, images, PDF files or text content
  • Other tools : Customer risk profiler, Basic Calculators, News aggregator
  • Customer care form integrated with email
  • Back office linking
  • Email and Whatsapp integration
  • Discussion forum (optional at extra cost)
  • E learning module (optional at extra cost)
  • Cloud hosting with SSL

Social Media pages  creation, maintenance and their Integration with Website

Festival greetings/ product banners upto 12 per annum

Search Engine Optimization along with Maintaining webmaster and analytics

Integration of auto-mailer for subscribers

Subscriber data Insights

Digital Marketing

Lead generation

All these services are available at additional cost.

Active and Passive promotion of business across digital channels

Discount Campaigns & coupon code for promotional offers

Promotional activities for building Marketing Partners/ Affiliates / Franchisee

Lead generation Campaigns through emails/sms/social media and search engines

Interested !! Please enter your details and we will get in touch with you.

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