We help investment firms turn complex finance into clear, investor-ready stories.
We build brand, content, and websites for asset managers, wealth firms, advisors, and fintechs, with two readers in mind on every piece: compliance, and the investor who has to make sense of it.
Basispoint Studio is the financial services division within a content agency built over fifteen years and a team across seven countries.
Who's on the team.
Trained at top-tier schools with CA and CFA qualifications and hands-on experience in capital markets. We have spent years inside this industry, not just writing about it.
Who we work with.
Asset managers, wealth firms, financial advisors, venture capitalists, private equity firms, fintechs, and the people who serve them. We do not take work outside financial services.
our mission
Why we started
We started Basispoint because both halves of the industry kept getting it wrong.
Marketing teams don't know finance. Finance teams don't know marketing. The work that comes out of both usually shows it. We sit in the middle of that gap.
Finance fluency: The people doing the work have hands-on capital markets and wealth experience, so your materials read as accurate, current, and useful. Not like a brochure built off a brief.
A small senior team, by design: No layers between you and the people doing the work. One point of contact, a clear approval path, and turnaround times that don't sacrifice rigour for speed.
Compliance from the first line: We work to the "fair, clear, and not misleading" standard. Multi-period returns, the right benchmark, and risks shown clearly, every time. Not bolted on at the end, but built in from the brief.
* Aligned to SEBI/AMFI by default. SEC/FINRA and FCA on request.
Capabilities — Built for Regulated Finance.
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Brand Identity & Design
Investors decide whether a firm feels trustworthy long before they look at its returns. We design the identity, templates, and messaging that earn that trust on sight, from the pitch deck to the disclosure page.
Message Guide
Visual System
Disclosure-Ready Templates
Brand Governance
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Thought Leadership Content
Your fund managers have views clients would gladly pay to hear. Most of them never leave the investment committee room. We turn them into commentary, whitepapers, and letters that get read and forwarded.
Plain Language
Sources Cited
Method Notes
Editorial Review
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Research & Data Visualization
A chart without a source is just an opinion with axes. We turn dense data into charts, infographics, and reports that an analyst can check and a first-time investor can follow.
Licensed Data
Backtest Notes
Watermarked Charts
Assumptions Stated
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Website Design & Development
Most investors meet you first on your website, and usually on a phone. We build sites for funds, wealth firms, and fintechs where the factsheet is two taps away and the scheme documents are easy to find.
WCAG 2.2
Accessible PDFs
KIM/SID Deeplinks
SEM/SEO/AEO Targeting
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Marketing Campaigns
Financial advertising has more rules than almost any other kind, and the penalties for breaking them are public. We run campaigns on Google, LinkedIn, and email that find the right investors without giving your compliance team a fright.
Audience Targeting
Regulation Aware
Lead Attribution
Review Workflow
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Social Media
On social, consistency beats cleverness. We run your LinkedIn and X on a steady calendar, with every post approved before it goes out and the right disclosure already attached.
Editorial Calendar
Approval Queue
Vernacular Options
Disclosure Library
our portfolio
What the work looks like.
Fund Factsheet
Multi-period returns, the right benchmark, and risk where the eye lands first. Not in 7-point grey at the bottom.
Product Page (MF or ETF)
TER, exit load, and benchmark in the first scroll, built for a phone.
SIP Explainer Carousel
A short carousel that takes a first-time investor from "what is a SIP?" to their first installment.
Quarterly Outlook (CIO PDF)
The CIO's view in plain sentences, with charts that show their working.
CIO Letter (Investor Update)
What happened, what we think, and what we're doing about it. No predictions dressed up as promises.
Investment Thesis One-Pager
Thesis, moat, and risks on one page, so the committee spends its time debating instead of reading.
Advisor / Distributor Kit
Everything an advisor needs before a client meeting, including answers to the questions they dread.
Data-Viz Pack
Alpha, drawdowns, and flows, with the source printed on the chart itself.
Case Snapshots
Three problems, and what changed.
Short, real examples.
Asset Manager
Challenge:
Investors landed on a product page full of numbers and left without finding the risks, which sat at the bottom of the factsheet.
What we did:
Rebuilt the page around what an investor checks first, redesigned the factsheet, and gave the Riskometer and KIM/SID a block of their own.
Clients received a long monthly update, skimmed it, and rarely booked a review.
What we did:
Replaced it with a short CIO letter in plain language, followed by five emails, each ending with a single, clear next step.
Signals moved (cohort view):
- Advisor consultations: 2.3x - Unsubscribe rate: under 0.3%
Data sources: CRM, Marketing automation
Fintech Broker
Challenge:
New users asked the same handful of questions during sign-up, and the support team answered every one by hand.
What we did:
Built a getting-started assistant that answers those questions and guides users through risk disclosure and KYC. It suggests; it never sends anything on its own.
Signals moved (60 days):
- Support tickets: –42% - Funded accounts: +18%
Data sources: support desk, product analytics
how we work
Eight steps from brief to sign-off.
Typical Turnaround
A first draft in three to five business days. Legal revisions back in one to two days. Final files within 48 hours of approval.
Governance
Every asset moves from maker to checker to legal to final sign-off, and we keep the full version history. If an auditor ever asks how a sentence got there, you'll have the answer.
01
Brief
We learn what you need, who will read it, and what cannot change.
02
Regulatory check
Before a word is written, we map the SEBI/AMFI, SEC/FINRA, or FCA rules that apply to you.
03
Draft
Plain-language copy and a rough layout, so you see the words where they'll actually sit.
04
Claims & sources review
Every number is traced to a licensed source. Method notes and citations go in now, not later.
05
Legal review
We work through your legal team's redlines with them until each one is closed.
06
Risk prominence check
The right benchmark, returns across multiple periods, risks easy to find, and the Riskometer wherever it's required.
07
Handover
The approved asset, ready for web, PDF, email, or social.
08
Learn
We check how it performed and carry what we learned into the next piece.
who we serve
Firms that answer to investors and regulators at the same time.
Asset Managers
Retail investors to educate, distributors to support, and AMFI and SEBI to satisfy.
Private Wealth
Client updates people actually finish reading, which is where reviews and referrals begin.
Financial Advisory Firms / RIAs
Products and risks explained simply enough for advisors to repeat in their own words.
Private Equity
Clear theses and LP updates that hold up over a ten-year fund life.
Venture Capital
A sharp thesis, a portfolio worth showing, and a reason for the best founders to call you first.
Boutique Investment Banks
Pitch books, teasers, and CIMs that move the conversation to contract sooner.
Specialist Advisory
Credentials and service explanations for buyers who know the subject as well as you do.
Brokerage & Trading Firms
Onboarding that's easier to follow, risks that are harder to miss, and fewer support tickets.
Fintech Startups
Product stories and help content that keep pace with how fast you ship.
Frequently Asked Questions
Can you work with our Legal/Compliance team?
Yes, and we'd rather they were involved early. We work through their comments directly and keep a record of every change, so nothing gets lost between drafts.
Do you use only licensed data?
Yes. We use your providers, or recommend reputable ones if you need them. Every chart carries its source and a watermark.
How do you handle our internal documents (decks, memos, product docs)?
We're happy to sign an NDA before you share anything. Files sit in a client portal with role-based access, and nothing goes public without your written approval.
Do you use AI to create content?
For some routine drafting, yes. A person reviews and finalises every asset, and your information is never used to train public AI models.
Who actually writes and designs the work?
Our own team. You'll know their names, and you'll have one point of contact from the first brief to the final file.
Do you support accessibility and localization?
Yes. WCAG 2.2 and accessible PDFs come as standard, and we can produce work in Indian languages on request.
Which regulations do you align to?
SEBI and AMFI in India by default, and SEC/FINRA or FCA when you need them. Your jurisdiction sets the checklist.
Who owns the deliverables?
You do, once the final invoice is paid.
Can you work with our data providers and martech?
Yes. Share access and your guidelines, and we'll work inside your setup. If something is missing, we can suggest tools we trust.
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Let’s get started. Talk to a strategist.
Turn research and expertise into publish-ready investor communications. Tell us your goals. We'll review one asset together and outline the next steps.
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