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

They Trust US

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302/303/304, Kaliandas Udyog Bhavan, Sadanand Hasu Tandel Marg, Century Bazaar, Prabhadevi, Mumbai, Maharashtra 400025.

Contact No : +91 91335 66355

Email : lead@krono.co.in

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