who we are

What we exist to do

Futuristic digital interface displaying various financial and data charts, graphs, and network connections in blue and teal hues over a blurred city background.
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We help financial firms explain themselves honestly, so investors can make better decisions and your team can publish without holding its breath.

In practice, that means numbers that hold up, risks a reader can actually find, and English a first-time investor can follow. It also means giving marketing and compliance the same playbook, so a draft goes from idea to approved without bouncing between desks for weeks.

Most of what we work from already exists inside your firm: research notes, IC memos, product documents, your fund manager's view on the quarter. You bring the knowledge. We turn it into communications ready to publish, respecting the regulator and the reader in equal measure.
inspiration behind the name
Why “Basispoint”?
A basis point is one hundredth of a percent. On its own, it barely registers. Ask anyone who has compared two expense ratios over twenty years, though, and they'll tell you how much it matters.

We work the same way: one number, one claim, one sentence at a time, until the whole thing is accurate, clear, and worth trusting.
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Professional woman in a gray blazer working on a desktop computer showing a business dashboard with tables and data in a modern office.
Our story
Basispoint started with a gap we kept running into. Marketers often don't understand finance, and finance teams often don't speak marketing. Somewhere between the two, the meaning gets lost, the accuracy slips, and approvals drag on.

Then there's the noise. Returns quoted from the one period that flatters them. Promises that sound like guarantees. Glossy creative with the risks tucked away where nobody looks. We wanted to do the opposite, and to make a small, principled difference to how this industry talks to the people whose money it manages.

So we built a specialist studio. We've worked on both sides: the side that tells the story and the side that manages the money. Regulated firms need a partner who can bridge the two, explaining complex products simply without cutting corners on accuracy or compliance.

Generalist agencies do many things well. We do one thing. We turn finance knowledge into material investors can understand and regulators can approve.

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What that looks like in practice.
We speak the language.
Mandates, factsheets, KIM/SID, drawdowns, IC memos. You won't have to explain any of them to us.
Compliance is in the brief.
Disclosures, benchmarks, and time periods are planned before the first draft, not patched in after it.
Data with receipts
Every chart traces back to a reputable source, and every assumption is written down.
Senior people on every piece.
The people you brief are the people who do the work, and your house style is protected by editors who know it.
Useful from end to end.
Internal research becomes material that advisors, investors, and committees can actually use.
middle age professional looking at financial documents on the screen
Woman working on fiancial documents
Our operating principles
1. Accuracy beats cleverness.
If we can't verify it, we don't write it.
2. Context before claims.
The timeframe, the benchmark, and the risk come first. The headline number comes after.
3. Plain language wins.
Short sentences, defined terms, and jargon only when it earns its place.
4. Prominence matters.
A disclosure nobody sees isn't really a disclosure.
5. Source it or strike it.
Licensed or legitimately public data only.
6. Accessible by default.
Readable layouts and accessible PDFs, on every project.
How we decide what “good” looks like
Clarity test
Could a motivated retail investor understand this on the first read?
Committee test
Would an investment committee come away informed, rather than sold to?
Advisor test
Does this save an advisor time, or create another round of questions?
Review test
Are the periods correct, the benchmark right, and the risks easy to find?
Woman designing financial solutions
The Person Behind the Studio
Managing partners of Basispoint Studio
Managing Partner — Rohan Chandrashekhar
Rohan spent fifteen years building BUZZVALVE, a content agency whose clients included Honda, UNICEF, Airtel, ISB, and Dr. Reddy's. An IIM Ahmedabad and Purdue alumnus, he went on to found Truffle Wealth, a boutique investment practice.

At Basispoint, he leads positioning, the harder narratives, and the conversations that get everyone, from fund manager to compliance head, to agree on what a piece should say.
professional working on finance documents
Reads like an investor.
He knows how committees, advisors, and HNIs read, and what makes them stop.
Thinks like a reviewer.
Risks, periods, and benchmarks are settled at the start, before anyone gets attached to a headline.
Argues for plain English.
Pushes for clarity that survives legal review and still helps the investor.
Works like an operator.
Ships the work, checks what moved, and improves the next version.
Team of finance professional analysing documents
Turning dense product and strategy material into something an investor can follow.
CIO letters and outlooks that explain the context without the hype.
Brand and website positioning for funds, wealth firms, and fintechs entering new markets.
"Good investor communication doesn't oversell. It helps people decide."
Working With Us
How we work with your compliance team
Before we write, we agree with you on what's material.
We prepare a claims sheet listing every claim, its source, and the language we propose.
We work through redlines together and write down why each change was made.
illustration of process
illustration of finance expertise
Where we're a great fit
AMCs and wealth firms that want consistent, plain-English communication.
Fintechs and brokerages that need clearer onboarding and fewer support tickets.
PE, VC, and banks that want pitch books and LP updates that read cleanly.
When we're not the right partner
If you need guarantees or promissory language.
If unlicensed data or vague attributions are acceptable to you.
If the disclosures need to be small or hidden.
illustration of simplifying finance
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How to start
Most clients begin with a 30-day Starter Sprint: one flagship asset, one campaign to support it, and a disclosure library you'll keep using long after we're done.

We scope it around your goals and your calendar.