Hey, if you are on this page, then you are either an RIA, an MFD, or an Insurance agent operating in the Indian market, or you are planning to launch your service and exploring ways to build a brand for yourself and want to have a steady flow of leads to expand your venture fast.

Over the years, the competition landscape has changed. We not only have to fight with digital distributors who have been boasting their sales funnel with a lot of PE and VC money but also fin-influencers to capture the same investor’s attention.

Now, everyone wants to go digital.

Till today, most individual financial advisors have moved their after-sales service completely digital, and client reports have shifted from MS Excel to software. Still, few have even tried digital sources to acquire clients, though most of these businesses now have their websites and Google listings.

“Figrative Digital’s 2025 survey shows that only 32% of Indian financial advisors use any type of digital marketing techniques for marketing their services.”

So, were we missed?

You may not have the huge VC fund to pay Google and Facebook to run ads, and you don’t have a media company to churn regular content like fin-influencers, but you probably failed to capture the potential of search engines. The most talked about marketing channel in other professional services industries is the most effective channel to take your physical practice to digital, which can help you create the most sustainable advantage in the marketplace.