Home » Case Studies » From New to Noticed: How We Helped a Financial Brand Get Discovered on Google
How a new financial consultancy got found on Google
Prime Wealth was new to Life Republic, Pune. We built its local presence on Google, social media and community groups, and it began receiving calls, directions and enquiries from nearby residents.
Local SEO
Google Business Profile
Answer Engine Optimisation
Social Media
Local Video
Community Marketing
Client
Prime Wealth Financial & Tax Advisors
Industry
Financial Services
Location
Life Republic, Pune West
Period
Aug–Sep 2026
Our Work
Local Marketing, Google Profile, Social, Video
The challenge
Prime Wealth was a new name in a market where residents already knew and trusted other advisors. Three things stood in the way: hardly anyone nearby knew the brand, it did not show up when people searched for help close to home, and there was no steady flow of enquiries.
The goal was simple. Be easy to find, look trustworthy once found, and make it easy to get in touch.
What we did
Google Business Profile
We completed and optimised the profile with accurate services, descriptions and photos, then kept it active so it stayed relevant for searches like “financial services near me” and “financial consultant near me”.
Local video
We made a video that introduced Prime Wealth to the neighbourhood. It reached about 1,300 views and brought in queries and calls.
Facebook and Instagram
We set up both profiles so the brand and its services looked clear and credible to anyone who checked it out.
Community promotion
We shared the brand on MyGate and in local WhatsApp groups, reaching residents in the exact area Prime Wealth serves.
Found by map search and by AI answers
People no longer only scroll through map listings. They also read AI-generated answers. When we search “financial services near me” from nearby Wakad, Google’s AI Overview names Prime Wealth and lists its location, hours and services, with the 5.0 rating shown alongside.
Google’s AI Overview for “financial services near me” featuring Prime Wealth.
Local SEO
A complete Google Business Profile with the right category, services, photos, regular posts and reviews, so Prime Wealth qualifies for “near me” searches.
Answer Engine Optimisation
The same name, address, hours and services on Google, social pages and website, so search and AI tools can read the business clearly and name it in answers.
Community trust
Local video and MyGate and WhatsApp group promotion built familiarity, and the first five-star reviews gave newcomers a reason to call.
The results
100+
Google Business Profile Interactions
Aug-Sep 2026, Google Business Profile Performance
10%
Quality Leads Generated
Calls and enquiries received during the campaign
2K
Views on local video in just one week
Promotional video, local audience
5 ★
Google rating from all reviews
All 5-star, shown on the profile
Before the campaign the profile had no activity. October is a partial month.
Running total of Business Profile interactions.
Before and After
| Area | Before | After |
|---|---|---|
| Google Business Profile activity | None (July 2026) | 90 interactions in Aug–Oct |
| Google search presence | New, not visible | Shown for "financial services near me", including in AI Overview |
| Customer trust on Google | No reviews | 5.0 rating from 6 reviews |
| Local video reach | None | 1,300+ views |
| Enquiries | No digital enquiries | 7 leads |
What this shows
Prime Wealth was a new name in a market where residents already knew and trusted other advisors. Three things stood in the way: hardly anyone nearby knew the brand, it did not show up when people searched for help close to home, and there was no steady flow of enquiries.
The goal was simple. Be easy to find, look trustworthy once found, and make it easy to get in touch.
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