Case Study SOIC

Case Study SOIC

These case studies show how we rose above challenges and ensured business success by building disruptive products.

Client

SOIC

Industry

Finance

Location

SAS Nagar (Mohali)

Tools Used

SOIC Research is an online investment research and advisory firm dedicated to helping Indian investors make informed and successful investment decisions. Leveraging their expertise and research, SOIC emphasizes trust and transparency to guide investors toward financial success.

Before Us

The founders of SOIC were passionate about the stock market and aspired to share their knowledge and create value-based education in the financial domain. Recognizing that honest professional financial guidance was often lacking, they initially aimed to establish an online platform or a YouTube channel. However, upon consulting with Fresco, they were inspired to expand their vision into a comprehensive advisory financial firm that provides both education and exclusive content to help investors make informed decisions.

Challenges Faced

Things We Did

Branding Guidelines

Brand Mission

This mission drives everything we do and is at the heart of our brand identity.

Brand Personality

Our brand personality is the human characteristics associated with our brand. It’s how we want people to perceive us.

Logo Usage

Our logo is the visual cornerstone of our brand identity. To ensure consistency, please follow these guidelines:

Results

SOIC is now a successful financial education and advisory firm, recognized as a trusted brand among both budding and seasoned investors in the stock market industry. The firm regularly hosts webinar classes and provides exclusive content to its paid subscribers. With a strong digital media presence, SOIC has built a long waitlist of individuals eager to work closely with the founders to manage their portfolios.

Through our partnership, SOIC School of Intrinsic Compounding transformed from a passionate idea into a leading investment research and advisory firm. This project demonstrates our ability to develop and implement comprehensive strategies, creating impactful and profitable businesses from the ground up.

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