Stock market · SEBI advisers · Research analysts · Brokers
Approved accounts. Paying clients. Zero hype.
Growth marketing for SEBI-registered investment advisers and research analysts, and for stock brokers and trading platforms. We count approved KYC and paying clients. Raw signups don’t count, and we never promise returns.
✓Approved KYC✓Activated / first permitted use✓Registration, fees & risk disclosures
SEBI-registered investment advisers · Research analysts · Stock brokers · Trading & investing apps · Approved KYC · Attended, paid advisory consultations · Activated / first permitted use · Cost per paying client · Registration, fees & risk disclosures · SEBI-registered investment advisers · Research analysts · Stock brokers · Trading & investing apps · Approved KYC · Attended, paid advisory consultations · Activated / first permitted use · Cost per paying client · Registration, fees & risk disclosures ·
Who this is built for
01SEBI-registered investment advisers
Attract people who will pay for advice, not free-tip seekers, with disclosures built in.
02Research analysts
Subscription sign-ups from the right audience, with compliant claims.
03Stock brokers
Demat and trading accounts that complete KYC and get activated.
04Trading & investing apps
Channel-level cohorts, fraud controls and onboarding fixes at scale.
Sound familiar?
Signups are up. Funded accounts aren’t.
Financial acquisition looks great at the top of the funnel and falls apart in onboarding. Meanwhile one careless ad can put your licence and your ad account at risk.
01
Vanity registrations
Cheap installs and form fills pile up. KYC completion and activation stay flat, and true CAC is several times what the dashboard says.
02
Free-tip seekers
Advisory ads that hint at returns attract people who want free calls, not paid advice. Your sales team burns out on them.
03
Compliance risk in every creative
One “guaranteed returns” line, a P&L screenshot or a fake testimonial can bring a regulator notice or an account ban.
04
Blind attribution
Marketing reports conversions; compliance and product see drop-offs after account creation. Nobody connects the two.
The metric swap
We change what counts as a win.
Every report we send separates platform signals from outcomes your own system confirms. If we can’t verify it, it doesn’t go in the business report.
What most agencies reportWhat we’re accountable for
Each stage has a gate. We don’t move budget to the next stage until the one before it is measured and working.
01
Authorisation gate
We verify identity, the exact regulated service, SEBI registration, regulator ad rules, Google financial-services verification and the permitted geography.
What it sounds likeSEBI-registered. Here’s our registration number and exactly what we offer.
Gate: No licence or platform approval → no campaign
02
Trust proof assets
Registration details, a clear service description, transparent charges, risk disclosures and a real support process. No made-up testimonials.
What it sounds likeWhat does the service do, who is it for, and what are the real charges?
Gate: Approved by your compliance owner
03
Advisory consult funnel
For IA / RA: educational method, eligibility and suitability questions, then a booked consultation.
What it sounds likeGet a clear view of our registered advisory service, process, fees and risks.
Gate: Attended consults and paid-client CAC
04
Brokerage KYC funnel
For brokers and platforms: registration, then approved KYC, then first permitted use, with the activation drop-off fixed.
What it sounds likeUnderstand the platform, charges and onboarding before opening your account.
Gate: Approved KYC per paid source
05
Anti-fraud attribution
We reject bought data, fabricated registrations and pixel bleed, and send only appropriate, consented conversion signals.
What it sounds likeOur report separates enquiries, eligible leads, approved users and real customers.
Gate: Verified customers by channel
Packages & pricing
Pick the stage. See your exact fee.
Your monthly fee is the package floor or the % of ad spend, whichever is higher. Move the slider and every card shows what you would actually pay. We highlight the best fit for your budget.
₹0₹2L₹5L₹10L₹30L
Start · advisoryBest fit for your budget
Qualified Advisory Lead Engine
Advisory forms attract free-tip seekers rather than paying clients.
Sell the value of a compliant advisory service, not stock tips.
Prices exclude GST. Ad spend is paid directly to Meta and Google. Shoots, creators, travel, software and third-party tools are extra. Retainers are billed monthly in advance; projects start after the one-time setup. We commit to the system, reporting and optimisation cadence, never to a guaranteed outcome.
Free · reply within 1 working day
Get your exact plan and fee.
Tell us four things. A strategist (not a bot) sends you the right package, your total monthly cost and the first three things we’d fix, on WhatsApp.
“We’d rather tell you not to spend than take a retainer we can’t justify. Every number in your report is one your own system can confirm.”
Khushal VasaitFounder & CEO, UpscaleEra
15in-house team
20+freelance specialists
GST & MSMEregistered
Nashikserving India
Ground rules
No authorisation, no campaign
These rules protect your brand, your ad accounts and your customers. We would rather lose a deal than run a campaign that breaks them.
Before launch
What we verify
SEBI registration (IA / RA / broker) for the exact service advertised
Google financial-services advertiser verification for India
Meta financial-services policy eligibility
Legal / compliance sign-off on every claim and creative
Approved disclosure landing page and risk statements
A follow-up owner for consultations or KYC support
Non-negotiable
What we will never do
Promise returns, profits or “risk-free” trading
Share stock tips or give investment advice
Use P&L screenshots or fake testimonials
Run ads for unregistered advisers or tip channels
Use trading incentives to inflate activation
Buy lead lists or fabricated registrations
First 90 days
Measure, fix, then scale.
Every engagement starts with a 3-month commitment, enough time to set up measurement, run real tests and move budget on evidence.
Days 1–30
SEBI registration and ad-platform eligibility checks, approved claims library, event mapping (lead → consult → paid, or signup → KYC → activation), first compliant tests.
Days 31–60
Fix trust and onboarding friction using consented feedback; cut channels that bring unapproved users or free-tip seekers.
Days 61–90
Optimise to approved KYC and paying clients, and scale the clean cohorts.
Questions
Straight answers before you call.
Will you run ads for any trading or tips business?
No. We only work with businesses whose exact service is authorised: SEBI-registered investment advisers, research analysts and brokers. Unregistered tip channels are declined.
Can you guarantee KYC approvals, deposits or profits?
No. We never promise investment returns, trading profits, account approvals or deposits, and our creative never implies them. We commit to a compliant acquisition system and honest reporting of verified outcomes.
Who approves the ads?
Your compliance owner. We draft from an approved claims library, include the disclosures your regulator requires, and keep an approval record for every creative before it goes live.
Can you advertise on Google and Meta in this category?
Yes, once the advertiser completes Google’s financial-services verification for India and meets Meta’s financial-services policies. We check eligibility in your actual ad accounts during onboarding.
We’re an RIA. Why not just run lead ads?
Generic lead ads attract free-tip seekers. We use suitability questions and a booked consultation so your team spends time with people who are a fit for paid advice, and we measure cost per paying client.
What does it cost in total?
Agency fee (the package floor or the % of ad spend, whichever is higher), plus a one-time setup fee, plus your ad spend paid directly to the platforms, plus GST on our fee. The calculator above shows your number.
Free 30-minute growth audit
Find the leak before you add budget.
We’ll look at your offer, ads, funnel and tracking and tell you which package fits, or whether you need one at all.
