Social Media Management for Financial Practice

Ankur Singhal is the Founder Director of Accruwell Consulting LLP, a
founder-led Indian financial-advisory practice serving professionals and
families. Accruwell offers goal-based mutual-fund advisory, insurance
advice and fixed-income solutions, alongside ongoing portfolio handling and
periodic reviews for onboarded clients. The practice communicates with
warmth and clarity, prioritising disciplined long-term action over market
noise or product-led selling.
OVERVIEW
We need ongoing support managing Instagram and Facebook to build trust
and generate qualified leads for Accruwell’s wealth-advice practice. The
work should help prospective clients understand how mutual-fund choices
connect to their long-term goals and risk appetite, then move confidently
into confidential consultation, onboarding, portfolio handling and periodic
reviews WHAT WE NEED
Create a monthly content strategy for Instagram and Facebook, including
6–7 posts and 2 short videos.
Produce educational content, client-journey stories, and lead ads or
offers that build confidence in long-term investing.
Publish approved content across both platforms and manage paid lead-ad
campaigns.
Follow up with social-media leads and guide suitable prospects towards a
consultation and onboarding conversation