PENTAGRAPH is a 360 degree Wealth and Financial Planning Services firm with steady growth of clients. Established in 2010 as a firm that helps individuals buy insurance, and various other financial products, has now metamorphosed into INDIA’s one of the TOP 150 successful Wealth Creation, Distribution & Protection Enterprise, catering to HNI’s and Higher Middle Class Individuals.
Pentagraph
Aligning Brand Communications
Objective
With an impressive client portfolio, Pentagraph wanted to build a STRONG, c-o-n-s-i-s-t-e-n-t and PROFESSIONAL communication model that would match up to their actual growth, expertise and leadership in their industry. Their top three marketing objectives were:
- Coherent Corporate Communication
- Corporate Brochure and Presentation
- Upgrade and Redesign the website and content
Solution
We worked on their core work philosophy and competitive advantage, and found the following:
- Almost 100% success ratio with every client
- Thorough hand holding
- Their clients have no panic attacks even during any untoward incident
- Process oriented approach
- One of the only 1200 certified financial planners in India
In terms of deliverables, Corporhythm provided the following services
- Content Research
- Client Onboarding Mailer
- Corporate Profile
- Corporate Presentation
- Responsive Website
- Integration with Pentagraph’s back-end system
- Internal Branding
- Professional Photography
- Social Media Management through Pentatalks and Pentatalk Series
- Financial Freedom – Concept Video
- Senior Executives – Presentations & Video
Result
The team size grew to 22, with a new larger office, and the AUM boomed from 600 Crore in 2021, to the milestone of 1000 Crore in 2023. The company has a strong brand communication and a variety of marketing assets that fairly represent their expertise, philosophy and achievements.
