Private Bankers: an investment services website with product pages and financial calculators
Website design and build for Private Bankers, a New Delhi investment firm: a WordPress site with product pages, nine finance calculators and an enquiry form.
IndustryFinance and bankingSummary. Private Bankers is the website of PB Financial Services IMF Pvt. Ltd, an investment services firm in Janakpuri, New Delhi, that advises clients on mutual funds, bonds, fixed deposits, insurance, stocks and the National Pension System. People choosing someone to manage their savings want to understand the product and see who they are dealing with before they call. We designed and built the site on WordPress so that each product is explained on its own page, visitors can run the numbers themselves, and the next step is always a short form.
What was built
- A home page that sets out why to choose the firm, the six services, client testimonials, partner fund houses, a live stock market overview chart and an enquiry form (“Let’s talk about your investment”).
- One page per product: Mutual Fund, Fixed Deposit, Insurance, Bonds, NPS and Stock.
- A Calculator menu with nine tools: SIP, lumpsum, EMI, EPF, income tax, interest, recurring deposit, time deposit and yield to maturity, so visitors can work out an answer before they enquire.
- An Explore section with a YouTube gallery of the firm’s own videos, a blog, testimonials and webinars.
- A client login and sign-up link in the header.
- Built on WordPress with Elementor and a page-caching plugin, with Google Site Kit connected for analytics.
Outcome
The site is live at privatebankers.in and carries a “Designed by ZupTek Infotech” credit in its footer. For a finance or advisory firm that needs to explain products clearly and turn reading into enquiries, see our web development service or estimate a project with the cost calculator.
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