Wealth Management

Client Acquisition For Wealth Management Companies

The Krono Approach

We deploy a proven system—built over 20+ years, refined across 15,000+ client engagements—designed to deliver qualified investor conversations.

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How Krono Works for Your Segment

For PMS Providers

● Identify investors with ₹50L–₹5Cr deployable surplus

● Position PMS as a performance-driven, differentiated strategy

● Pre-qualify based on risk appetite & portfolio maturity

● Deliver meetings with serious, allocation-ready investors

Outcome: Higher ticket sizes. Faster closures.

For AIF (Category I, II, III)

● Target niche investor pools aligned to alternative investments

● Educate prospects on risk-return, lock-ins, and structure

● Filter for long-term capital commitment mindset

● Ensure only well-informed, eligible investors reach your team

Outcome: Better-quality conversations. Reduced drop-offs.

For Mutual Fund Distributors / RIAs

● Identify mass affluent & emerging HNI segments

● Segment based on goals (wealth creation, tax saving, retirement)

● Drive systematic investment conversations (SIPs, STPs)

● Eliminate low-ticket, non-serious leads

Outcome: Scalable client acquisition with consistent inflows.

For Family Offices

● Access UHNI profiles (₹5Cr–₹50Cr+) with complex needs

● Initiate conversations around legacy, estate, and diversification

● Qualify for multi-asset allocation readiness

● Enable highly contextual, relationship-first meetings

Outcome: Fewer but significantly higher-value engagements.

Our System Delivers

1. Precision Targeting

● HNI / UHNI segmentation

● Data-backed prospect identification

● Elimination of non-relevant profiles

2. Structured Outreach

● Wealth-specific communication frameworks

● Trust-led, consultative conversations

● Multi-touch follow-up mechanisms

3. Deep Qualification

● Wealth-specific communication frameworks

● Trust-led, consultative conversations

● Multi-touch follow-up mechanisms

4. High-Intent Appointments

● Only qualified prospects passed to advisors

● Context-rich meeting briefs

● Higher show-up and engagement rates

Why Leading Wealth Firms Choose Krono

● 20+ years of acquisition expertise

● 15,000+ clients served

● 120+ trained specialists

● Proven track record with wealth & financial services firms

The Krono Advantage

Less noise. More net-worth.

We ensure your team engages only with serious investors ready to allocate, not just explore