Mutual Fund Marketing
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Service · Performance Marketing

Verified, ready-to-invest leads, on demand.

We run targeted ads on Meta and Google, then filter and OTP-verify every lead before it reaches you. No fake numbers, no time-wasters, only investors who actually raised their hand.

Lead dashboard Live
Investor leads
5,000+
▲ 32% this month
Enquiries+148
SIPs started63
AUM growth+41%
Pitambar K. · Saharsa · Mutual Fund SIP
✓ Verified
Shubham G. · Delhi · Retirement Planning
✓ Verified
Vishnu G. · Delhi · Tax Saving (ELSS)
✓ Verified
Tracked, measured, verified
Tracked, measured, verified
What is performance marketing

Leads now, not in six months.

SEO and content compound over time. Performance marketing brings enquiries within days. We build and run paid campaigns on Google and Meta (Facebook & Instagram), targeting investors by city, age, income profile and intent.

AUM & leads growth
▲ 38%
Live campaign dashboard
Our lead-generation system

Every lead, filtered and verified.

Here is exactly how a stranger becomes a verified lead in your inbox.

01 · TARGET
Run the campaigns
Cast a wide net

Meta & Google ads built for MFDs, targeting the right investor by city, age, income and intent.

02 · FILTER
Smart filtration
Screen out junk & bots

Our system screens out junk, bots and unqualified entries automatically.

03 · VERIFY
OTP verification
OTP-verified

Before any lead reaches you, we verify the phone number with an OTP, so you only get real, reachable people.

04 · DELIVER
Straight to you
Ready to call

Verified leads land in your inbox, CRM or WhatsApp, ready to call.

Verified lead, delivered to your inbox
The full journey

How a stranger becomes a verified lead.

The exact path, from the right person seeing your ad to a verified lead booking a call on your calendar.

1
Target the right personEarning & ready to invest
2
They see & tap the adMeta · IG · FB · WhatsApp · Threads · Google
3
Instant form & qualifying4 questions filter real intent
4
Contact informationName, phone, city, profession
5
OTP verificationEvery number verified, no fakes
6
Books a meetingStraight onto your calendar
Audience
High-intent investorSalaried · 30–45 · investing intent
Match
Shown only to people actively looking to invest
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What type of investment are you looking for?
Just exploring
Short-term (1–3 years)
Long-term (5+ years)
Not sure (need guidance)
Which category are you interested in?
Mutual Fund SIP Investment
Tax Saving (ELSS)
Retirement Planning / SWP
Child Education Planning
Portfolio Review
Your planned monthly investment?
₹10,000 – ₹50,000
₹50,000 – ₹1,50,000
₹1,50,000 – ₹2,50,000
More than ₹2,50,000
When are you planning to start?
Just exploring
Immediately
Within 7 days
Within 1 month
Contact information
Full nameRahul Sharma
Phone number+91 98765 43210
CityPune
ProfessionSoftware Engineer
Enter verification code
A 4-digit code was sent via SMS.
2481
✓ Phone verified
Book your consultation
45-minute call · June 2026
✓ Booked · Tue, 10:30 AM
Rahul SharmaPune · SIP · ₹50k–1.5L · within 7 days
✓ Verified
A verified, ready-to-invest lead, delivered to your inbox.
Leads we generate

Every kind of investor enquiry.

Webinar registrations

1-to-1 consultations

Investor Awareness Programs

Investment & stock enquiries

Sample leads

What a verified lead looks like.

Real, recent verified leads from a live campaign, names shortened, phone numbers masked and emails removed for privacy. Every field below comes straight from the qualifying form, and every lead is OTP-verified before it reaches you.

PK
Pitambar K.+91 76771 xxxxx
Verified
Interested inMutual Fund SIP Investment
Investment horizonLong-term (5+ years)
Plans to startImmediately
Monthly amount₹10k–50k
Portfolio size₹5–25 lakhs
CitySaharsa
ProfessionSupervisor
AA
Ashok A.+91 88602 xxxxx
Verified
Interested inPortfolio Review
Investment horizonNeeds guidance
Plans to startImmediately
Monthly amount₹2.5L+
Portfolio sizeMore than ₹1 crore
CityNew Delhi
ProfessionBusiness owner
SG
Shubham G.+91 98116 xxxxx
Verified
Interested inRetirement Planning
Investment horizonLong-term (5+ years)
Plans to startImmediately
Monthly amount₹50k–1.5L
Portfolio size₹50L – ₹1 crore
CityDelhi
ProfessionBusiness consultant
VG
Vishnu G.+91 98733 xxxxx
Verified
Interested inTax Saving (ELSS)
Investment horizonShort-term (1–3 years)
Plans to startImmediately
Monthly amount₹2.5L+
Portfolio size₹5–25 lakhs
CityDelhi
ProfessionConsultant
BK
Bibhash K.+91 85275 xxxxx
Verified
Interested inRetirement Planning
Investment horizonNeeds guidance
Plans to startImmediately
Monthly amount₹2.5L+
Portfolio sizeMore than ₹1 crore
CityFaridabad
ProfessionConstruction
MS
Monu S.+91 78360 xxxxx
Verified
Interested inChild Education Planning
Investment horizonShort-term (1–3 years)
Plans to startWithin 7 days
Monthly amount₹50k–1.5L
Portfolio sizeBelow ₹5 lakhs
CityNoida
ProfessionPrivate sector
RP
Rajesh P.+91 98101 xxxxx
Verified
Interested inPortfolio Review
Investment horizonLong-term (5+ years)
Plans to startWithin 7 days
Monthly amount₹50k–1.5L
Portfolio size₹5–25 lakhs
CityFaridabad
ProfessionCEO
SJ
Sanjeev J.+91 98111 xxxxx
Verified
Interested inRetirement Planning
Investment horizonNeeds guidance
Plans to startWithin 1 month
Monthly amount₹50k–1.5L
Portfolio sizeBelow ₹5 lakhs
CityFaridabad
ProfessionBusiness owner
Results

Numbers that matter.

0
Verified leads delivered
98%
OTP-verified & reachable
3–7
Days to first leads
4
Lead types supported
Live campaign · last 90 daysROI ▲ 6.2x
0Ad impressions
0Landing-page clicks
0Leads captured
0OTP-verified & reachable
Cost / lead₹48 ▼
Verified rate98%
ChannelsMeta + Google
FAQ

Performance marketing questions.

How fast will I get leads?
Usually within 3–7 days of a campaign going live.
Are the leads really verified?
Yes. Every phone number is OTP-verified and filtered before it reaches you, so you don’t waste time on fake or wrong numbers.
What does a lead cost?
It depends on your city, lead type and competition. Book a call and we’ll give you realistic numbers for your situation.

Want verified leads in your inbox?

Book a call and we’ll design a lead campaign for your city and the kind of investors you want.

Book My Call