FerroHub
Context
Wealthy.in needed to reach independent financial advisors, mutual fund distributors and wealth managers across India. The audience spanned different professional roles and regions, while the pandemic increased the need for practical support and trusted communication.
The challenge
Improve audience segmentation, lead capture and advisor onboarding while coordinating acquisition across LinkedIn, Facebook, Google Display Network and programmatic channels.
Our approach
Audience strategy
Expanded the defined target audience from 1.0 million to 3.7 million financial professionals. Segmented the market across East, West, North and South India to support regional account-based marketing activity.
Virtual event and brand IP
Conceptualised and executed the “Mera Business” event featuring the motivational keynote “Turn Setbacks into Comebacks”. The programme helped financial partners address pandemic disruption and rebuild business momentum.
Website and lead nurture
Reworked information architecture, UX wireframes and partner registration flows. Connected the keynote and masterclasses with lead magnets, nurture content and advisor onboarding journeys.
Execution capability
Created a six-month growth roadmap and standard operating procedures, supported by a KPI framework and team model for ongoing execution.
Outcomes and achievements
The virtual event brought together more than 1,000 relationship managers and associates. The wider programme established a larger, regionally segmented target audience and a more structured framework for registration, nurture and advisor acquisition.
At a glance.
Reported results, delivered work and project milestones.
1,000+attendees
Relationship managers and associates at the virtual event
Participation result
1.0M to 3.7M
Expansion of the defined target audience
Planning achievement, not campaign reach
6-month roadmap
Growth priorities and operating procedures
Delivery achievementSometimes you meet a professional and wonder if, if only I had met this person earlier, the business would have been in a different orbit. Kavita is one such professional. Kavita and her team at ATD understand digital, branding, marketing, and most importantly, get things done at a pace that startups need. We worked on our first online event with Kavita on a 4-week deadline and pulled it off with ATD's input across strategy, tactics, and operations. She also hosted the actual event for us, because we didn't have the right person internally. Kavita and her team are also helping build the long-term IP for the brand. Bringing in the perfect balance between long- and short-term.
Aditya Agarwal, Founder, Wealthy.inWealthy.in