Clients Overview
AssetPlus is a Chennai-based WealthTech platform that helps mutual fund distributors build and grow digital-first advisory practices. Through its technology ecosystem and learning platform, AssetPlus enables distributors to streamline client onboarding, manage investments, and scale their businesses more efficiently.
Business, audience, engagement model, and the creative partnership that enabled consistent marketing execution.
Client
Industry
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WealthTech · Fintech · Assisted Wealth Management
Business
Digital wealth management platform for Mutual Fund Distributors with Partner Platform and Academy.
Engagement
Dedicated creative retainer that began as a three month pilot and evolved into a long term creative partnership.
Target Audience
Existing MFD partners, aspiring mutual fund distributors, students, side income seekers, and retired professionals.
Creative Scope
Marketing collateral, social media, videos, presentations, landing pages, email campaigns, and online learning materials.
The challenge
Scaling Creative Capacity Without Expanding the Team
As AssetPlus continued to grow, its marketing ambitions expanded rapidly, creating an increasing demand for high quality creative assets across multiple channels and initiatives. Without a dedicated in house creative team, managing the volume, speed, and consistency of deliverables became increasingly challenging. The marketing team required support across a wide range of requirements, including social media campaigns, marketing collateral, presentation decks, landing pages, email creatives, motion graphics, and online learning materials, all while working within tight timelines and adapting to changing business priorities.
Building an internal creative department would have required significant investment in hiring, onboarding, and resource management. Instead, AssetPlus looked for a trusted creative partner that could integrate seamlessly into its existing workflows, operate as a natural extension of the marketing team, and consistently deliver high quality work with the responsiveness, flexibility, and efficiency of an in house team, without the cost and complexity of building one from the ground up.
A creative partnership built for growth.
What we did
An Embedded Creative Team That Scaled With AssetPlus
Rather than functioning as an external agency, Jamoons became an extension of the AssetPlus marketing team, providing dedicated creative support across day to day campaigns, strategic initiatives, and business priorities. We established a streamlined briefing process, improved recurring workflows, and enabled faster turnaround times across a wide range of creative requirements. From marketing collateral and social media campaigns to presentations, landing pages, email creatives, motion graphics, and online learning materials, our team delivered consistent, high quality work that aligned with AssetPlus’s evolving goals. By supporting multiple audience segments with tailored messaging and maintaining efficiency even under tight deadlines and frequent revisions, we helped the marketing team scale its creative output with confidence.
Dedicated Creative Support
We worked as an extension of the AssetPlus marketing team, providing dedicated creative resources that integrated seamlessly into existing workflows and delivered reliable day to day support.
Multi Format Creative Execution
Our team delivered marketing collateral, social media creatives, presentation decks, landing pages, email campaigns, motion graphics, and digital assets with consistent quality and quick turnaround.
Audience Focused Communication
We created tailored creative solutions for mutual fund distributors, aspiring advisors, students, side income seekers, and retired professionals, ensuring every audience received relevant and engaging communication
Learning Experience Design
We designed and refined online learning materials for AssetPlus Academy, creating professional educational content that improved onboarding, strengthened engagement, and reinforced brand credibility.
Outcome
From Creative Bottlenecks to Scalable Marketing Execution
The partnership delivered measurable value from the very beginning. Within the first few months, the existing creative backlog was cleared, recurring workflows became more structured, and creative production evolved into a reliable and consistent process.
The success of the initial three month pilot gave AssetPlus the confidence to extend the engagement and expand the scope of support across additional marketing initiatives. With creative execution no longer limiting the pace of campaigns, the marketing team was able to launch initiatives more efficiently, strengthen distributor onboarding efforts, and dedicate more time to strategic growth. By combining a dedicated creative team with streamlined collaboration, Jamoons enabled AssetPlus to scale its marketing efforts without the need to build an internal creative department.
Words From Our Client
Working with Jamoons was a remarkable
experience from start to finish. They truly
dedicated time to un derstand our vision.
