A wealth-tech platform providing digital infrastructure for mutual fund distributors, plus an assisted investment app for individuals to manage multi-asset portfolios.
Two-fold: onboard MFDs onto the platform immediately after SEBI certification (B2B), and onboard NRIs across the Middle East to grow AUM (B2C).
Braket ran a two-sided growth program: onboarding SEBI-certified mutual fund distributors on the B2B side, and acquiring high-AUM NRI investors across the Middle East.
Identifying and engaging newly SEBI-certified MFDs before established competitors.
Sustaining engagement and adding value prior to sales closing calls.
Penetrating the Middle East NRI market for high-AUM investments.
Keeping NRI investors retained and scaling organic reach efficiently.