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  • Wealth management
  • Google Search, then Meta
  • India and NRIs in the Gulf
  • First 30 days of optimised campaigns

A SEBI-registered wealth firm got its first qualified lead in 25 days, with no account restrictions

A SEBI-registered wealth firm had lost money with a previous agency and feared ad account restrictions with high-net-worth prospects watching. We completed verification and compliance first, launched on Google Search only, and expanded to Meta once the data was there.

Client not named: covered by a non-disclosure agreement.

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The challenge

The firm's previous agency had spent its budget without results. Leads were low-intent, nothing was tracked after the enquiry, and the ad accounts were exposed to restriction because platform verification had never been done.

  • Restriction risk

    No organisation or financial-services verification with the ad platforms.

    Fixed in step 01

  • Low-intent leads

    Broad campaigns brought enquiries with no real investment intent.

    Fixed in step 02

  • No feedback loop

    No CRM link, so campaigns never learned which leads became clients.

    Fixed in step 03

What we did

  1. Compliance before campaigns

    Completed organisation verification, submitted the firm's SEBI documents to the ad platforms, finished Google's financial-services advertiser verification for India, and wrote every ad within SEBI's advertising rules and the platforms' policies.

    Fixes: restriction risk

  2. Google Search first

    Launched on high-intent Search only, with a finance-safe landing funnel, so the first budget went to people already looking for wealth management.

    Fixes: low-intent leads

  3. CRM connected from day one

    Linked enquiries to the firm's CRM and mapped outcomes back to campaigns, so optimisation followed qualified leads, not form fills.

    Fixes: no feedback loop

  4. Expand only when the data is ready

    Used the first three months of Search to build audiences, then added Meta retargeting with educational content to build trust with high-net-worth prospects.

What drove the result

  • Compliance first.

    Verified accounts meant no reviews, restrictions or lost weeks.

  • Intent before reach.

    Search came before social, so early spend went to active buyers.

  • Closed loop.

    CRM outcomes told the campaigns what a good lead looks like.

  • Patient expansion.

    New channels were added only once the data supported them.

In wealth management, lead generation isn't a race. Control, trust and predictability come first, and the leads follow.
The key takeaway

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Send us view access, your landing page and your ad links. A strategist replies within four business hours, and your report reaches WhatsApp and email within forty-eight.

The compliance check is a marketing review, not legal or regulatory advice. Final approval stays with your compliance officer.

Saurav& ZubairCo-foundersBrown Men Marketing