6X ROAS for A Wealth Management & Advisory Firm | Purnartha
About the Brand
Purnartha is a SEBI-registered equity investment advisor, with offices in 8 cities in India. They cater to a diverse base of domestic, NRI and institutional clients. Their investment philosophy of investing and creating a financial portfolio of high quality stocks has beaten benchmarks such as NIFTY over the long term.
Lead Generation
BFSI
Performance Marketing
Performance Marketing
Delivery Overview
We implemented the below strategies to improve the quality & quantity of the leads:
- Demographic Specificity: Focused on age, income, and lifestyle to reach Purnartha’s ideal customers – HNIs and UHNIs over 35 in the locations (like Pune, Mumbai, Delhi, Bangalore, Ahmedabad, Kolkata etc) that they had sales presence in to improve end conversions.
- Creative Varianting: Based on thorough market research, we identified the pillars that are deeply impact decission making in this domain: Trust, Historic Performance & Investment Phylosophy. We created different content pieces based on these & used them in different consumer funnels to get the best results.
- User-flow Optimization: The customer workflow was redesigned smartly to encourage higher & relevant lead flow. Historic Performance & fees were clearly mentioned on the landing page to improve relevant leads. Multiple CTAs were added to improve lead generation mechanism.
Impact
- Improved Communication lead to boosted in CTRs by 23%
- Generated 8087 relevant leads in a period of 12 months
- Improved lead qualification ratio by 50%.
- Achieved an ROAS of 5.89X for the brand.
Speak With Our Experts To Know More About This Case Study
Most Popular Case Studies
Empowering space with Trust and Innovation
Empowering space with Trust and Innovation About the brandJames Electricals has built its reputation on trust, referrals, and consistently dependable work. Over the years, the brand has become a trusted partner for residential, commercial, hospitality, IT park, and...
Creative Showcase Case Study 2026 Amreesh Neon
Creative Showcase Case Study 2026About the Brand For over 48 years, Amreesh Neon has been transforming retail spaces with its comprehensive design solutions. With an experience of nearly five decades, Amreesh Neon has established itself as the leading branding...
Sunhalt Gold Valentine’s Campaign Case Study | AI Storytelling
#SPFMadeItPossible - Valentine’s Day Campaign for Lupin Pharma’s Sunhalt Gold About the brand Powered by Lupin, Sunhalt Gold is revolutionizing sun protection with modern UV defense care trusted by top dermatologists. Committed to innovation and dermatological...
Thinking Lab
How Social Commerce Trends Are Changing the eCommerce Playbook
There was a time when social media and online shopping had very clear jobs. One was where people wasted time and watched random videos. The other was where they went with a plan and checked out. Those lines have disappeared, and social commerce trends are the reason...
Performance Marketing Pricing Models: CPC vs CPA vs ROAS Explained
Performance marketing is all about results. But before you launch a campaign, there's one important decision to make: how will success be measured? Should you pay for clicks, conversions, leads, or revenue? The answer depends on your business goals. Choosing the right...
Google Ads vs Meta Ads: Which Channel Delivers Better ROI for Indian Brands?
If you've ever run digital advertising, you've probably asked this question: Should I invest in Google Ads or Meta Ads? It's one of the most common debates in performance marketing. The problem is that the answer is rarely as simple as choosing one over the other....