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Need a basic website for a financial advisory proprietorship
FreelanceJobs
- Canada
- Canada
About
AMFI Registered Mutual Fund Distributor (MFD)
30+ years experience in Mutual Fund industry
Prior experience working with an Asset Management Company (AMC)
Solo advisor model — not a large firm/team
The website should position this as a trust-led, experience-driven advisory practice.
2.Website Objective:
The website should:
Build credibility and trust
Highlight advisor experience (30+ years)
Present services clearly
Provide investor education
Generate consultation enquiries
Maintain AMFI compliance language
Avoid promotional / return-promise language
Primary goal = consultation enquiries, not product selling.
3.Design Direction
Style required:
Clean, professional, corporate finance look
Blue + white color theme
Minimalistic
Trust-oriented
No flashy animations
No startup/agency style visuals
Use finance-themed graphics (charts, planning desk, growth visuals)
Tone: professional, advisory, educational
4. Required Pages
a.Home Page
Must include:
Hero banner with experience positioning
"30+ Years Mutual Fund Industry Experience" highlight
AMFI Registered mention
Services preview (card layout)
Why Work With Advisor section
Investor Education preview
Advisory Process (Understand → Recommend → Review)
Consultation call-to-action
Risk disclaimer line
b.About the Advisor
Include:
30+ years MF industry experience
AMC background mention
Advisory philosophy
Suitability-based approach
Solo advisor positioning
No exaggerated claims
c.Services Page (Card Layout)
Include:
Goal-based investment planning
SIP planning & setup
Mutual fund selection
Portfolio review & rebalancing
Ongoing advisory support
Professional wording — not promotional.
d. Investor Education Page
Educational cards for:
SIP
NAV
Equity funds
Debt funds
Asset allocation
Risk profiling
Compounding (optional)
Purpose = investor awareness + SEO value.
5. Contact Page
Must include:
Contact form
Phone
Location
Map
Consultation CTA
Risk disclaimer
6.Menu Structure
Home
About
Services
Investor Education
Insights / Blog (optional)
Calculators (optional)
Contact
Remove login/client portal unless actually implemented.
7.Compliance Requirements (Important)
Must display:
AMFI Registered Mutual Fund Distributor — ARN: XXXXX
Risk disclaimer across site:
Mutual Fund investments are subject to market risks.
Please read all scheme related documents carefully.
Must NOT include:
guaranteed returns language
performance promises
"best funds" claims
misleading statements
8. End Goal
Website should feel like:
Senior advisor practice
Trust-led
Educational
Compliance-safe
Consultation focused
Clean financial advisory brand
Contract duration of less than 1 month.
Mandatory skills: Web Development, Adaptive Web Design, Web Design
Languages
- English
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