We help mutual fund distributors, insurance agents, banks, and NBFCs generate 500+ qualified leads per month through compliant, high-converting digital campaigns. ₹280 average CPL — verified results across India's BFSI sector.
India's BFSI sector is worth ₹150 Lakh Crore and is expanding rapidly driven by financial inclusion, rising incomes, and digital adoption. Mutual funds, insurance, personal loans, credit cards, and wealth management products are all competing fiercely for the same digitally-connected customer.
70% of financial decisions start online. Customers research insurance plans, compare mutual fund returns, and look up loan interest rates before speaking to any advisor. If your business isn't visible when they search, a competitor is capturing that opportunity.
We deliver compliant, high-converting campaigns tailored for SEBI and IRDA regulations — ensuring you grow aggressively while staying on the right side of the regulatory framework. 60+ finance brands have trusted us with their digital growth.
From mutual fund SIP campaigns to insurance lead generation — we market every type of financial product compliantly and effectively.
Target high-intent searchers looking for "best mutual fund in India", "term insurance plan", "personal loan low interest". These searches indicate purchase readiness — we place your brand exactly when prospects are comparing options, at ₹200-400 CPL.
Facebook and Instagram lead generation campaigns targeting income segments, age groups, and financial interest categories. We create compliant ad copy that educates and converts — building trust before the first advisor call.
Content marketing that educates investors about SIPs, term insurance, tax-saving ELSS, and wealth management — following SEBI and IRDA disclosure norms. Educational content builds authority and generates inbound qualified leads organically.
Rank organically for "best financial advisor in [city]", "SIP calculator", "term insurance comparison". Finance SEO generates free leads month after month — especially powerful for local IFAs and wealth managers building neighbourhood credibility.
High Net Worth Individuals are on LinkedIn. We run targeted campaigns for wealth management, PMS, and corporate insurance products reaching CXOs, business owners, and senior professionals — the clients with the highest portfolio potential.
Finance decisions take weeks. Our email nurture sequences educate prospects about product benefits, share performance data, and build trust over time — so when they're ready to invest, your brand is top of mind and the trusted choice.
We begin with a full review of your existing marketing assets against SEBI, IRDA, and RBI guidelines. We identify what can be promoted, what disclosures are required, and what ad formats are allowed for your specific financial products.
We define your ideal client profile — age, income bracket, investment goals — and map the right channels. Google Ads for active searchers, Meta for awareness-to-intent journeys, LinkedIn for HNI and corporate clients, email for long-cycle nurturing.
We craft ad copy, creatives, and landing pages that pass platform policies and regulatory requirements. Every claim includes required disclosures. Every CTA is designed to generate qualified inquiry without misleading promises.
Finance leads vary wildly in quality. We implement lead qualification forms, WhatsApp pre-screening, and CRM integration — ensuring your advisors spend time on genuinely interested prospects with real investment capacity.
MFD with 8 years experience | SIP & lumpsum investments | 3 staff
Finance ads have strict regulatory requirements — wrong claims can lead to platform bans or regulatory trouble.
✅ Solution: Pre-approved ad copy templates with required disclosures built in. We know exactly what Google, Meta, and regulators allow for each financial product category.
Financial products are high-consideration purchases. Customers compare, consult family, and delay decisions for weeks or months.
✅ Solution: Email nurture sequences + webinar campaigns that educate prospects over time, keeping your brand relevant until they're ready to invest.
People don't hand over their savings to a random digital ad. Trust is the core barrier in financial services marketing.
✅ Solution: Client testimonials, credential showcasing (AMFI/IRDA registration), performance track record content, and Google review campaigns build institutional trust online.
Yes, but with restrictions. Google and Meta require financial advertisers to complete a certification process and follow strict disclosure requirements. We handle the entire certification and compliance setup for you — ensuring your campaigns run smoothly without platform bans or rejections.
Finance CPL varies by product. Insurance leads: ₹150-350. Mutual fund SIP leads: ₹200-400. Home loan leads: ₹300-600. HNI wealth management leads: ₹800-2000. Our average across all finance clients is ₹280 CPL with strong lead quality. The higher CPL for HNI targeting is justified by the significantly higher per-client revenue.
We use a combination of Google Search (people searching for specific insurance products), Meta Lead Gen Ads (targeting by age, income, life events like marriage or new baby), and educational content (term insurance calculators, health insurance comparisons). WhatsApp automation sends instant policy brochures to new leads — keeping them warm until your agent follows up.
Absolutely. We've helped 20+ MFDs grow their SIP book through targeted campaigns. We run SIP-specific campaigns targeting first-time investors (25-40 age group), offer free SIP calculators as lead magnets, and run webinar campaigns that educate prospects about the power of compounding — converting learners into long-term SIP investors.
"Mutual fund investments are subject to market risks" and similar SEBI-mandated disclosures are required in all mutual fund advertising. We build these disclosures into every ad creative, landing page, and email — ensuring full compliance while maintaining conversion-focused messaging. Our templates have been used by 30+ MFDs without a single regulatory complaint.
HNI targeting uses LinkedIn (job title, seniority level, company size targeting), Meta's high-income household segments, and Google Display on premium financial publications. We also use retargeting to stay visible to prospects who've visited your website. HNI campaigns require longer nurture cycles — typically 4-8 weeks from first touch to appointment booking.
Google Ads and Meta campaigns start generating leads within the first 2 weeks. Month 1-2 is the optimization phase where we refine targeting and messaging based on real lead quality data. By month 3, most finance clients are seeing consistent, qualified lead flow. SEO results take 4-6 months but generate the highest-quality organic leads at zero ongoing ad cost.
We recommend ₹25,000-50,000/month ad budget + management fee for financial advisors starting out. Insurance agents and MFDs at this budget typically generate 80-200 leads/month. Given that a single insurance policy or SIP client can generate ₹20,000-1,00,000+ in lifetime commissions, the ROI is extremely strong even with conservative conversion rates.
Get a free finance marketing audit. We'll show exactly how many qualified leads you can generate — and which products and channels to focus on first.