Content Cabinet
HERitageWaterfield Advisors · Campaign film
01 · Brand Storytelling
Video for wealth management
and fintech firms
Shows, films and reels for the firms that look after money: wealth managers, family offices, asset managers and fintechs.
A 20-minute video call. We tell you what to make and how long it takes, then send a quote.
The short answer
We make video podcasts, event films, brand films and reels for wealth management firms, asset managers and fintechs. For Waterfield Advisors we run the Capital Conversations podcast, film their HERitage and Investor Day events, and cut the reels. Their channels have passed one million organic views, and one reel with Saurabh Mukherjea reached 242,000 views on YouTube.
We write to the rules your compliance team works under: philosophy, education and stories, never return promises. Compliance review is built into the schedule, not added at the end.
Our work
Work for wealth firms
Mrinal Singh, Vedartha by Bandhan AMCCapital Conversations · 32K views
Zia ModyHERitage Huddle 2026 · Fireside chat
Capital Conversations titlesWaterfield Advisors · Show package
What Does It Mean to Inherit Mewar?Mewar Foundation · Legacy film
Investor Day 2026Waterfield Fund of Funds · Panel film
Why a wealth firm needs its own voice
Most wealth firms grew on referrals, and referrals stop compounding at some point. The next clients are often first-generation founders, families after a liquidity event, and the children of existing clients, who choose whom to trust from what they watch and read. Capgemini's World Wealth Report found that 81% of next-generation inheritors plan to move away from their parents' wealth firm.
A firm that publishes its thinking keeps a relationship that does not depend on one relationship manager. When an RM leaves, the clients still hear the firm every week. That is what Capital Conversations does for Waterfield.
What we make for wealth and asset managers
- A show. A recurring video podcast with fund managers, founders and the firm's own partners. Capital Conversations episodes run close to an hour and feed a run of reels.
- Event films. Client events disappear the day after. We film them and turn one day into a quarter of material, as we did for HERitage Huddle 2026 and the 2026 Investor Day.
- Brand and legacy films. The firm's philosophy, or a family's story, told properly. The Mewar Foundation film runs five minutes.
- Reels for the next generation. Short, specific and educational. The Zia Mody reel passed 124,000 views on Instagram.
Working inside the rules
SEBI's advertising code stops claims and return promises. It does not stop a firm from explaining how it thinks. We plan every episode and film around philosophy, education and real stories, and we build compliance review into the schedule, so scripts and cuts reach your compliance lead before anything is published. Our checklist of SEBI's advertising and finfluencer rules sets out what each kind of firm must show and cannot say.
For fintechs
Fintech launches have a different problem: a product people do not understand yet. We make product explainers and launch films for those moments. See our explainer studio and launch films.
Waterfield Advisors, in numbers
1M+Organic views across their channels
242KViews on one Saurabh Mukherjea reel
124KViews on the Zia Mody reel on Instagram
Figures from Waterfield Advisors' own YouTube and Instagram accounts. Kshitij Kumar Pandey, who leads brand at Waterfield, called it the most creative collaboration he has had as a marketer.
How it runs
How a show gets built
Phase 01Format
Name, length, guests and the reason anyone would come back. Agreed before the first recording.
Phase 02Compliance plan
Who reviews what, and when, built into the calendar.
Phase 03Record
Studio, office or event venue. Your guests talk; we run everything else.
Phase 04Cut and publish
The episode, the reels, the titles and the thumbnails, on agreed days.
Questions people ask
Is video marketing allowed for SEBI-registered firms?
Yes, within SEBI's advertising rules. Firms can explain their philosophy, educate and tell stories; they cannot promise returns or make misleading claims. Your compliance team reviews every script and cut.
Do our advisors have to be on camera?
No, but someone senior should be. A show works best with one recurring host from the firm and rotating guests.
How long before a show gains traction?
Expect three to six months of consistent publishing. Capital Conversations built its audience over many episodes, not one.
Can you film our client events?
Yes. We film panels and fireside chats and cut them into long-form episodes and reels.
Do you work with family offices?
Yes, including legacy films for families and foundations, like the Mewar Foundation film.
Do you make fintech product explainers?
Yes. 2D and 3D explainers and launch films are a large part of our work.
Go deeper
Guides and related services
SEBI advertisement code and finfluencer rules (2026): a checklist for financial videos and postsSEBI advertising rules
Brand film examples: 10 films, and what the likes say about the viewsBrand film examples
Customer testimonial video examples: 9 B2B case study videos, and what makes them workCustomer testimonial videos
Founder-led content: what it means, examples, and a strategy that lastsFounder-led content
Waterfield AdvisorsCase study
Podcasts & SocialShows and reels
Partner with us
Tell us who your clients are and who you want in the room. We will design the show around them.
Book a 20-min call