Aligning Brand Communications

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.

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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:

  1. Coherent Corporate Communication
  2. Corporate Brochure and Presentation
  3. Upgrade and Redesign the website and content


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
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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.

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