Qurve Wealth
Qurve Wealth is a goal-oriented advisory firm that uses mutual fund analytics to help investors reach retirement and financial freedom. Their approach focuses on disciplined, transparent, and quant-driven portfolio strategies tailored to individual life goals.
2,150+
Leads Generated
₹42.60
Cost Per Lead
2.4L+
People Reached
How We Helped
Qurve Wealth approached us to build a consistent, high-quality pipeline of portfolio review enquiries through Meta Ads. The objective was to communicate a premium, math-led investment philosophy to HNIs and mutual fund investors while standing out in a crowded, trust-sensitive wealth advisory category.
Strategy & Tactics
Audience Targeting & Funnel Strategy
High-intent targeting across HNIs, salaried professionals, business owners and mutual fund investors (35–60 age group) in Tier-1 metros — combined with lookalike audiences built from website visitors and consultation requesters.
Creative & Ad Copy Strategy
Premium, trust-led visuals built around goal-based investing — retirement, child's education and financial freedom. Editorial typography paired with calm, mathematical messaging: 'The math behind your mutual funds' and 'Your investments should match your goals.'
Retargeting & WhatsApp Funnel
Retargeting visitors who explored Baskets and Qurve Way pages with portfolio-review CTAs, plus click-to-WhatsApp ads that move qualified prospects directly into a 1:1 advisor conversation.
Optimization & Scaling
Continuous A/B testing across feed, reels and stories placements, weekly CPL optimization, and budget reallocation toward winning audiences and high-performing trust-building creatives.
Campaign Focus Areas
Full-funnel Meta Ads approach to capture leads at every stage
Awareness
Brand & Investment Philosophy Storytelling
Video / Reels
Consideration
Portfolio Review & Goal-Based Planning
Carousel / Image
Conversion
Book a Consultation / WhatsApp Enquiry
Lead Form / CTA Ads
Retargeting
Website Visitors & Engaged Audiences
Carousel / Video
How Ads Appear Across Placements
Our ads were optimized for multiple Meta placements to maximize reach and engagement.
Facebook Feed
Standard in-feed ad on Facebook
Instagram Feed
Standard in-feed ad on Instagram
Instagram Stories
Full-screen vertical ad in Instagram Stories
Facebook Stories
Full-screen vertical ad in Facebook Stories
Facebook Reels
Vertical video ad in Facebook Reels
Instagram Reels
Vertical video ad in Instagram Reels
Campaign Performance
2,42,500
Total Reach
People reached through Meta campaigns
6,84,200+
Impressions
Total ad impressions delivered
9,480
Clicks
Total clicks generated
2,150+
Leads / Enquiries
Qualified portfolio review enquiries
Performance Metrics Summary
₹91,590
Total Spend
₹42.60
Average CPR
₹9.65
Average CPC
1.38%
Average CTR
Results & Impact
Consistent monthly pipeline of qualified portfolio review enquiries
Strong brand recall for Qurve Wealth's goal-based investing approach
Higher engagement on editorial, trust-driven creatives
Improved cost-per-lead through WhatsApp funnel optimization
Expanded reach among HNIs and mutual fund investors across metros
Premium positioning established in a crowded wealth advisory market
Key Takeaways
Editorial, trust-led creative combined with a WhatsApp-based conversion funnel helped translate a premium, math-driven investment philosophy into qualified enquiries. Continuous audience and creative optimization kept cost per lead efficient in a trust-sensitive category.
- Goal-based, editorial messaging resonated more than generic investment ad copy with HNI audiences.
- Click-to-WhatsApp ads shortened the path from ad click to advisor conversation.
- Weekly CPL optimization and lookalike audiences from past enquiries improved lead quality over time.
Explore our Meta Ads services and Greenland Solar case study to see how similar strategies apply to other industries.
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