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
- Starting from scratch with no existing digital presence
- No website, YouTube channel, or social media platforms
- Founders had extensive stock market knowledge but lacked a strategy for brand development
Things We Did
- Developed the entire concept from the initial idea
- Consulted on possible marketing strategies to convert their expertise into a profitable business
- Created a strong brand identity and developed the website
- Wireframed, designed, and tested all elements to ensure functionality and user experience
- Managed the website and expanded it with custom functionalities to cater to a larger audience
- Established and optimized social media profiles to enhance their digital presence
- Produced and shared valuable content regularly, including webinars and exclusive content for paid subscribers
- Assisted in the development of marketing campaigns to build a strong digital presence and brand awareness
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.