India
Home market · Mumbai
Where Fiscal Stories is built. Home to our operator experience in broking, wealth and capital markets, and the destination for global brands entering a diverse, regulated market.
The next move changes everything.
Great strategy is about knowing what to change, where to focus, and which decisions will create the greatest value.
~20
years leading BFSI growth
5
financial groups led from inside
5
markets advised
Experience across leading financial brands
Growth leaks in five places. Most firms only watch one.
Follow a customer from first search to lasting value. Each stage has its own question, and its own price when it goes unanswered.
When your next customer asks an AI where to invest, are you in the answer?
Get Found OnlineWhat does a customer really cost you, and what are they worth?
Win and Keep CustomersOf every customer you acquire, how many ever become active?
Win and Keep CustomersWhy do your most profitable customers go quiet?
Win and Keep CustomersWhere would AI change your economics, not just your demo?
Grow Faster with AIThree practices. Each one answers to the P&L.
Diagnose the opportunity. Shape the strategy. Build the roadmap. Advise the leadership team. We do not run your campaigns.
Win and Keep Customers
Acquisition, onboarding, activation, monetisation, retention and customer profitability. We find where the economics of a customer break, and the order in which to fix them.
Explore the practiceGet Found Online
Organic growth strategy, SEO, AI-enabled search discovery, digital trust and content-led acquisition. Be the answer when your next customer asks.
Explore the practiceGrow Faster with AI
Advisory on AI adoption, digital customer journeys, nurturing automation and AI-led targeting, tied to business outcomes instead of demos.
Explore the practiceWe've carried the number ourselves.
Advice from people who have owned acquisition targets, answered to boards and rebuilt funnels inside regulated financial brands.
The experience behind the advice
~20
years leading BFSI growth
5
financial groups led from inside
₹2000Cr+
revenue generated for clients
Fluent in finance, not just marketing
Financial products, customer trust, regulated environments and digital money journeys are our home ground.
Operators, not observers
Our perspective comes from leading growth and transformation mandates inside financial-services organisations.
Accountable to outcomes
Acquisition efficiency, activation, engagement, retention and revenue. Never likes, reach or impressions.
Independent and practical
No platform to sell, no media to resell. We help leadership teams set priorities and turn strategy into a plan they can act on.
Built for more than one market
A practice relevant to financial institutions across India and the world's key financial centres.
Experience you can count.
Fiscal Stories is founded by Vishesh Sharma, who has owned growth and marketing mandates across financial-services brands for nearly two decades. The advice comes from the operator's seat.
~20
years leading BFSI and FinTech growth
Across broking, wealth and capital markets
5
financial groups led or shaped growth at
Group CMO, CMO and senior leadership remits
5
markets we advise across
India, UAE, Singapore, UK and Australia
20+
clients served
Across BFSI and FinTech
₹2000Cr+
revenue generated for clients
Commercial impact delivered
15Lac+
customers acquired
Across client mandates
Four pillars behind every engagement.
Customer lifecycle management
From first touch to lasting value: acquisition, activation, engagement and retention run as one system.
Digital acquisition
Winning the right customers through search, content and AI-led discovery, at a cost that pays back.
Brand and growth leadership
Positioning and communication that build trust in regulated, high-consideration financial categories.
Business transformation
Turning strategy, technology and AI into roadmaps that leadership teams can actually execute.
Anchored in India. Advising across four more markets.
One operator-led method, applied wherever financial brands compete for the same customer. Local context is respected: we work alongside qualified legal, regulatory and specialist advisers in each market.
Home
UAE
Gulf hub · Dubai
A hub for wealth, payments and cross-border finance, with a large Indian-origin customer base on its doorstep.
Singapore
Asia hub · Singapore
A regional base for wealth management and FinTech, where customer trust and digital growth have to move together.
United Kingdom
Global financial centre · London
One of the deepest financial markets in the world: crowded, digital and unforgiving of weak unit economics.
Australia
Asia-Pacific · Sydney
A mature digital-finance market with a sizeable Indian-origin community and a customer who expects to be earned.
Your market not here? Let's talk.
Start a conversationBring us the decision you haven't made yet.
A first conversation with a senior adviser. No pitch deck, no obligation, nothing shared outside the room.
Fiscal StoriesMumbai, India