How InvestMates maximized Impact With a Smart Budget leading to 13x Growth in Portfolio Imports With a Single-Channel, Smart Budget Strategy

Featured Product Area

Meta Ads (Precision Targeting, Video Creatives, Trust-Led Messaging)

Primary Marketing Objective

Drive high-value user acquisition with portfolio imports as the success metric.

Secondary Marketing Objective

Build trust and long-term engagement despite budget constraints.

The Challenge

InvestMates is a fintech platform that simplifies investment management by helping users track, manage, and grow their wealth with ease. Focused on empowering individuals with clarity and control, it caters to a fast-growing segment of digital investors in India.

However, the brand faced significant hurdles in a fiercely competitive fintech landscape dominated by larger, well-funded players. With limited budgets, it needed to drive meaningful user acquisition, reduce CAC, and move beyond app installs to deeper engagement metrics like portfolio imports. At the same time, concerns around data security and trust meant InvestMates had to build confidence among users while ensuring long-term adoption and value creation.

The Approach

Catalysts designed a smart-budget, high-impact digital strategy focused entirely on Meta campaigns with a ₹5L spend. Instead of chasing downloads, the team redefined success by making portfolio imports the core metric, reflecting genuine user engagement. Precision targeting based on SEBI data and Google Keyword Planner identified high-investment regions, while creatives highlighted bank-grade security to instill trust. Transparent messaging and empathetic content deepened user confidence, while innovative formats (video, shorts, testimonials) maximized engagement.

“Our partnership with Catalysts has fueled exponential growth 🚀. Their creative strategies, relentless execution, and mastery of digital campaigns turned challenges into victories, proving them an unstoppable force in our journey.”
— Parthiban Chinnaswamy, Head Of Marketing, InvestMates

13x

growth in portfolio imports

18%

reduction in CAC

30%

increase in conversions via trust-led messaging

The Result

The campaign exceeded expectations, achieving a 13x increase in portfolio imports, signaling strong long-term value creation. CAC was reduced by 18% through hyper-focused targeting. Transparent messaging on data security drove a 30% rise in conversions, while the platform simplified wealth management, saving users time and enhancing financial clarity. Despite a limited budget, InvestMates outperformed larger competitors, proving that big impact doesn’t always require big spend.