CosmicWealth- High Quality Lead Gen
For this Netherlands-based photography startup, we developed their entire digital presence — from Meta Ads strategy to creative positioning. Within months, Picperfect built strong online visibility and consistent lead generation through AI-optimized campaigns.
Overview
2025,
CosmicWealth
Cosmic Wealth is a leading financial consultancy based in India, specialising in wealth creation, financial planning, and investment strategies for individuals and businesses. The company’s goal is to help clients make informed financial decisions through expert advisory and personalised portfolio management.
Before engaging in structured digital marketing, Cosmic Wealth primarily relied on organic inquiries and offline networks, resulting in inconsistent lead flow and limited digital visibility. The brand recognised the need for a systematic, scalable online lead generation engine to fuel sustainable business growth.
Challenges
When Ayan Srivastav began managing Meta Ads for Cosmic Wealth, the brand faced multiple challenges:
Undefined marketing funnel, leading to inefficient ad spend and low-quality inquiries.
Generic targeting and creative approach, failing to distinguish Cosmic Wealth in a competitive financial market.
Lack of proper campaign tracking, attribution, and lead qualification mechanism.
No retargeting structure, resulting in missed opportunities from high-intent website visitors and ad engagers.
Limited understanding of user journey, from awareness to consultation booking.
Objective
The primary objective was to create a data-driven lead generation funnel that could:
Generate high-intent financial consultation leads consistently.
Build a full-funnel Meta Ads ecosystem connecting awareness, engagement, and conversion.
Optimize cost per lead (CPL) through audience segmentation and creative refinement.
Develop a scalable marketing structure that can sustain growth month-on-month.
Strategy & Execution
The campaign development was driven by a deep understanding of financial service consumer psychology, backed by advanced targeting and testing frameworks.
Phase 1: Market & Audience Research
Ayan conducted an in-depth study of competitor ads and audience behaviour — identifying key decision drivers such as trust, authority, and wealth growth. Based on insights, he designed a multi-layered marketing funnel segmented by audience intent:
Top Funnel (Awareness): Educating users with “Wealth Simplified” messaging and thought-leadership creatives.
Middle Funnel (Consideration): Targeting users engaging with financial content, portfolio management, and investment tools.
Bottom Funnel (Conversion): Focused on individuals showing active interest in consultations, retirement planning, and long-term investment growth.
Phase 2: Funnel & Campaign Architecture
A structured campaign architecture was built with:
One master campaign, containing segmented ad sets for each audience type.
Custom conversion events for consultation form fills, tracked via Meta Pixel and UTM tagging.
Integrated lead flow connecting Meta Lead Forms → CRM → WhatsApp follow-up for instant nurturing.
Phase 3: Creative & Copy Optimization
Each creative was built around trust, clarity, and aspiration — using clean financial imagery, expert-driven headlines, and strong CTAs like “Book Your Wealth Consultation Today.”
A/B testing was conducted weekly across:
Visuals (infographic vs. personal branding).
Copy tone (educational vs. authority-driven).
CTA placements and lead form lengths.
Phase 4: Optimisation & Scaling
After identifying the most responsive audience segments (professionals aged 25–45 interested in mutual funds, SIPs, and wealth growth), Ayan implemented:
Cost Cap bidding strategy to maintain predictable CPL.
Lookalike audiences based on high-quality lead submissions.
Retargeting layers for users who engaged but didn’t convert — nurturing them through value-driven creatives and testimonials.
Real-time tracking via GA4 and Meta Events Manager to monitor lead quality and performance trends.
Results
Through a meticulously crafted digital marketing framework, Cosmic Wealth transitioned from unstructured ads to a performance-led funnel, achieving:
3.7x higher lead quality within the first 45 days.
40% reduction in Cost Per Lead (CPL) through continuous optimization.
Consistent month-on-month lead flow, generating qualified prospects across India.
A fully automated funnel integrating Meta Ads, CRM, and WhatsApp follow-ups — creating a seamless lead journey from click to consultation.
Process
The project began with a complete marketing ecosystem audit, evaluating Cosmic Wealth’s existing digital footprint, audience behavior, and lead flow inefficiencies. Using insights from Meta analytics and competitive research, I developed a data-backed lead generation funnel specifically tailored for financial service buyers.
The funnel was structured into three performance layers — Awareness, Consideration, and Conversion — ensuring that every ad served a defined purpose within the buyer journey. I implemented a multi-campaign architecture that combined Lead Generation, Traffic, and Retargeting objectives to capture, qualify, and nurture potential clients.
Each campaign was powered by precise audience segmentation — investors, salaried professionals, entrepreneurs, and wealth-conscious individuals — mapped against interest clusters like mutual funds, SIPs, retirement planning, and financial independence.
Ad creatives were built using a trust-driven narrative framework, blending authority-led copy with clean, minimal financial visuals. Every creative went through systematic A/B testing for thumbnails, headlines, and CTAs to optimize for CTR and Cost Per Lead (CPL).
To ensure measurable performance, I integrated Meta Pixel, GA4, and UTM tracking, creating full visibility across acquisition and conversion stages. Automated lead routing into the CRM and WhatsApp ensured zero delay in follow-up and improved conversion velocity.
Over time, the system evolved into a self-optimizing performance funnel — using lookalike audiences, retargeting loops, and data-led budget reallocation — achieving a stable CPL and consistent high-intent lead flow for financial consultations.
"Their tailored strategies were key in boosting our online presence and connecting with our community. Enrollments have never been higher!"
Ridhwik
CEO, CosmicWealth
Outcome
Achieved rapid user acquisition in the first 90 days.
Increased brand awareness in European markets.
Scaled ad reach by 180% while maintaining profitable ROAS.
