Social media for financial advisors and planners, sorted.
A month of posts written for your line of work: the caption, the hashtags, what to photograph and the day to post. Answer six questions and the first month is free.
Where your plan focuses
The platform and content mix SahiPost starts from for this trade. It is a starting point, not a rule.
Platforms
What you post
A sample post
This is the kind of post that lands in your plan, here for Instagram.
Myth: Financial planning is only for the wealthy. Fact: Anyone with income and goals benefits from a plan. Start small. Start early. Review often.
Photo brief. Split card: a vault labelled MYTH, a family at a table with a simple goal sheet labelled FACT. No numbers or cash.
Myths your customers believe
Posts that correct a myth earn trust. Your plan includes them, with your business name attached.
Myth. Financial planning is only for the wealthy
Fact. A plan helps anyone with income and goals. Starting small and early matters more than starting big.
Myth. Insurance policies are good investments
Fact. Protection and investment serve different purposes. Mixing them can mean too little cover and modest returns.
Myth. Tips from friends are a good strategy
Fact. Decisions should match your goals, risk and time horizon, not someone else's.
Myth. Tax-saving should be done in March
Fact. Planning through the year avoids rushed decisions and products you do not need.
How to start a financial plan
- List your goals with timelines
- Track income and expenses for a month
- Build an emergency fund before investing
Questions your customers ask
What does a financial plan include?
Your goals, cash flow, emergency fund, insurance needs, investments, tax planning and a review schedule.
Are you SEBI registered?
Investment advice for a fee must come from a SEBI-registered investment adviser. We display our registration details where applicable.
Do you guarantee returns?
No. Market-linked investments carry risk. We focus on a plan suited to your goals and risk tolerance.
How do you charge?
Our fee structure is disclosed upfront in writing.
How often should a plan be reviewed?
At least once a year and whenever life changes, such as a new job, marriage or child.
Should I clear loans or invest?
It depends on interest rates, goals and risk. We look at your full picture.
Hashtags to start with
Ready for a month of posts?
Six questions, about two minutes. No card, and the first month stays free.