Lead Quality
The 0 to 1 Journey
CASE STUDY DATA
CLIENT
Prime Investor
INDUSTRY
Financial Services
SEGMENT
B2C Fin-Tech
MARKET
India
What They Do

A PMS platform that reviews multi-asset portfolios across stocks and mutual funds, research-led, built to bring confidence to serious investors' decisions.

The Brief

Onboard paying users to the platform from a standing start (0 to 1 journey).

What Braket Did

Braket ran a 2-touchpoint performance marketing effort to convert search intent into paying subscribers, opening TOFU with tactical SEO content.

STEP 1
01

Capturing high-intent users actively searching for multi-asset PMS solutions.

STEP 2
02

Building a large audience of serious investors from scratch (0 to 1 journey).

STEP 3
03

High drop-off rates from TOFU visitors and establishing product differentiation.

STEP 4
04

Re-engaging top-of-funnel visitors who didn't convert on the first touch.

3-Month Results
...
Paying Subscribers
Onboarded
...
TOFU Investor
Visitors Generated