We turn complex finance into simple, investor-ready narratives.
Basispoint Studio helps investment managers and financial services firms create compliance-ready brand, content, and websites—with the finance fluency most agencies lack.
Drafts start with a regulatory check, so you make fewer edits and go live sooner.
Complex → Clear
We turn alpha, drawdowns, costs, and risk into plain-language copy and explainer visuals.
Automation with oversight
AI speeds production, and human editors ensure accuracy.
our mission
How we make it happen
We combine hands-on investing experience with editorial discipline. Every asset starts with what regulators require and what investors need to understand—then we write for both.
Finance expertise: Our IIM-A and Purdue led team has hands-on wealth and capital markets experience, so your materials are accurate, relevant, and investor-friendly.
AI with human review: We use AI-assisted drafting and automated workflows to increase throughput, and every asset is finalised by human editors.
Compliance by design: We adhere to “fair, clear, and not misleading” standards, and include multi-period returns, correct benchmarks, and risks prominently.
Note: We align to SEBI/AMFI, SEC/FINRA, and FCA guidelines as needed.
Capabilities — Built for Regulated Finance.
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Brand Identity & Design
Craft a professional brand image that earns investor confidence. We create logos, visual identities, pitch templates, and messaging guidelines tailored to the financial world - consistent across every touchpoint.
Messaging guide
Visual system
Disclosure-ready templates
Brand governance
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Thought Leadership Content
Position your firm as a trusted authority. Our finance-savvy writers produce compelling blogs, whitepapers, and reports that simplify complex concepts - compliance-ready and backed by deep research.
Plain language
Sources cited
Method notes
Editorial review
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Research & Data Visualization
Transform dense data into engaging insights. With access to leading financial data sources and analysts, we generate insight-rich reports, charts, and infographics that resonate with both experts and retail investors.
Licensed data
Watermarked charts
Assumptions stated
Backtest notes
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Website Design & Development
Build credibility with a modern, secure website. We design user-focused sites for banks, funds, and fintechs that look impeccable and convert visitors into leads -optimised for generative AI, speed, and mobile.
WCAG 2.2
Accessible PDFs
KIM/SID deep-links
Performance/SEO basics
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Marketing Campaigns
Fuel growth with measurable results. From Google Ads and LinkedIn to targeted lead funnels, we run data-driven campaigns to attract high-value clients—continually optimised (including AI assist) to maximize ROI.
Audience targeting
Regulation aware
Lead attribution
Review workflow
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Social Media & Communications
Stay visible and engaging on every channel. We manage your presence (LinkedIn, X, and more) with consistent, compliance-approved messaging; our calendars and community management keep your brand in the conversation.
Editorial calendar
Approval queue
Vernacular options
Disclosure library
our portfolio
Representative work across retail and institutional
Fund Factsheet (A4)
Returns, costs, benchmark; risk prominent.
Product Page (MF/ETF)
Tables, TER, benchmark, FAQs; mobile-ready.
SIP Explainer Carousel
Step-by-step visual to start SIPs.
Quarterly Outlook (CIO PDF)
Narrative + charts with method notes.
CIO Letter (Investor Update)
Plain-language context; no promissory claims.
Investment Thesis One-Pager (IC Memo)
Thesis, moat, risks in one scan.
Advisor / Distributor Kit
FAQs, product one-pagers, objection handling.
Data-Viz Pack
Alpha, drawdown, flows; sources cited on chart.
Mini Case Snapshots
Short, real-world examples.
Signals shown are operational (not fund performance).
Yes. We use your licensed providers (or recommend reputable options). Every chart is source-cited and watermarked.
How do you handle our internal documents (decks, memos, product docs)?
NDA-friendly client portal and role-based access by default. Nothing is shared publicly without your written approval.
Do you use AI to create content?
AI is assistive only. Human editors finalise every asset. No client PII is used to train public models.
Who actually writes and designs the work?
Our finance-savvy writers, editors, and designers do You'll have named leads and a single point of contact.
Do you support accessibility and localization?
Yes. WCAG 2.2 and accessible PDFs are standard. Vernacular options available on request.
Which regulations do you align to?
AMFI/SEBI (India) by default; also SEC/FINRA (US) and FCA (UK) as needed—your jurisdiction drives the checklist.
Who owns the deliverables?
You do, subject to completing all payment dues.
Can you work with our data providers and martech?
Yes—share access and guidelines. We can also suggest vetted tools if needed.
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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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