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For banks, NBFCs, PMS firms and insurers in India and the Gulf.

A hundred enquiries.Fifteen worth a call.

We build your compliant ads, landing page and WhatsApp qualification in 60 days, so your sales team only calls the people who fit your income, location and eligibility rules.

Get a free funnel auditHow we qualify leads

We run your ads onGoogle AdsChatGPTMetaLinkedInXYouTubeWhatsApp

Incoming enquiriesQualifying on WhatsApp
EnquiryCityIncome / surplusProductResult
Ankit V. +91 98XXX XX204Lucknow₹1 Cr+ surplusPMSHot · to advisor
Priyanka R. +91 97XXX XX561Chennai₹3 L a yearHome loanBelow income minimum
Unknown +91 90XXX XX118——Personal loanDuplicate enquiry
Farhan Q. +91 99XXX XX732Pune₹18 L a yearLAPWarm · nurture
Megha J. +91 88XXX XX310Shillong₹9 L a yearPersonal loanOutside service area
Rahul K. +91 95XXX XX847Jaipur—Term insuranceNo intent to buy
Sneha P. +91 93XXX XX026Mumbai₹40 L surplusPMSUnder ₹50 L PMS minimum
Vikas T. +91 70XXX XX659Indore₹12 L a yearPersonal loanWarm · nurture

8 enquiries. 3 reach your sales team, 5 filtered before anyone picks up the phone.Sample data. Names and numbers are fictional.

50+ finance clients. 500+ across all BMM work.

  • CARE Portfolio Managers
  • Wow Insure
  • First Source Financials
  • Zyzha Solutions
  • NovanceAI
  • Capital Expert Services
  • Google Partner
  • Meta Business Partner
  • YouTube Certified
  • Razorpay Partner
  • Interakt
  • Dun & Bradstreet
  • INRO

85 in every 100 enquiries were never going to buy.

Your dashboard counts them as cheap leads. Your sales team spends the day calling them. That’s why we report on cost per qualified lead, not cost per lead.

Wrong income.Wrong city.No intent.

A sieve holding 15 teal spheres, with 85 warm-coloured spheres fallen through around it.

15 left. The other 85 failed on income, location or intent.

[Source: BMM audit of N campaigns, period]

WHERE YOUR NEXT CLIENT COMES FROM

Six channels pour in.
Only buyers come out.

Ad platforms
6
Team
1
Reach sales
15/100

Enquiries from Google Ads, ChatGPT, Meta, LinkedIn, X and YouTube go into one WhatsApp qualification; 85 in 100 are filtered out and only hot leads reach your sales team.

Sample conversation. Client and answers are illustrative.

STEP 2 · QUALIFY

The fifteen get a conversation, not a cold call.

Every enquiry gets a WhatsApp conversation that asks what your sales team would ask: ticket size, city, timeline, eligibility. A PMS prospect under the ₹50 lakh minimum never reaches your advisor.

  • Hot goes straight to your team, with the answers attached.
  • Warm gets a nurture sequence until they’re ready.
  • Cold is filtered out. Your team never sees it.

Compliance from day 1. Ad accounts are set up to RBI, IRDAI and SEBI guidelines before anything goes live.

NDA and DPA as standard. How we handle your lead data

Results from finance campaigns.

NBFC and lending · India

How we helped an NBFC build a more productive lead generation funnel

Lookalike audiences, YouTube retargeting and funnel-based optimisation around qualified enquiries.

Read the case study
+65%
qualified leads
−32%
cost per qualified lead
+40%
lead-to-enquiry conversion
+55%
returning audience engagement

Wealth management · India

From low-quality leads to 4× growth in client onboarding

Conversion tracking overhaul, high-intent keyword targeting and Search campaign restructuring on Google Ads.

Read the case study
4×
client onboarding
−68%
cost per sales meeting
5×
sales meetings
Saurav Mahtha, Co-Founder
Saurav MahthaCo-Founder · LinkedIn
Zubair Ahmed, Co-Founder
Zubair AhmedCo-Founder · LinkedIn

From the Founders’ Desk

In financial services, a lead that doesn’t meet your income, location or eligibility criteria isn’t a lead. It’s a cost to your sales team.

Over 13 years we have built acquisition systems for banks, NBFCs, DSAs, insurers, PMS firms and SEBI-registered distributors in India and the Gulf, including the end-to-end lead-generation setup at a leading insurer’s UAE head office.

That is why we build mechanisms, not campaigns: compliant ads, qualification before your team picks up the phone, and data handled the way a regulated business expects.

Saurav Mahtha & Zubair Ahmed, Co-Founders

Read the full letterGet a free funnel audit
Saurav Mahtha, Co-FounderZubair Ahmed, Co-Founder

From the Founders’ Desk

We understand financial services. We understand compliance. And we understand what it takes to generate quality leads in a highly competitive market.

With more than 13 years of industry experience, we have worked with more than 500 companies, over 50 of them in financial services, building digital infrastructure, customer acquisition systems and scalable lead generation mechanisms aligned with their business objectives.

Our experience spans India's financial services ecosystem, including banks, NBFCs, Direct Selling Agents (DSAs), lending businesses, insurance companies, Portfolio Management Services (PMS) firms and SEBI-registered distributors.

We understand that financial services lead generation is fundamentally different from conventional digital marketing. Whether it is generating qualified loan enquiries for an NBFC, building customer acquisition funnels for DSAs, driving relevant enquiries for insurance products, or supporting banks with digital acquisition initiatives, success requires a combination of industry knowledge, regulatory awareness, technology and a structured approach to lead management.

Our experience includes working with senior leadership at a leading Saudi bank on IT compliance and lead generation initiatives for banking products. We have also worked with a leading insurance company in the UAE to establish its end-to-end lead generation mechanism at its UAE head office. The company's identity remains confidential in accordance with our contractual commitments.

In India, we work with multiple PMS companies and have supported leading SEBI-registered distributors in strengthening their digital presence and lead generation capabilities. These engagements have given us a practical understanding of the challenges financial businesses face when building scalable acquisition systems in a regulated environment.

More than digital marketing. A deeper understanding of financial services.

We believe that generating leads is only one part of the equation. Financial institutions and lending businesses need acquisition mechanisms that attract relevant prospects, support effective lead qualification, maintain appropriate data-handling practices and align with applicable regulatory requirements.

Our approach brings together three capabilities:

  1. Financial services understanding. We understand the business models and customer acquisition requirements of banks, NBFCs, DSAs, lending companies, insurance providers, PMS firms and financial distributors. This lets us approach lead generation with a clear understanding of the business behind the campaign.
  2. Compliance-aware digital infrastructure. Financial services businesses operate in an environment where data security, customer consent, responsible communication and regulatory requirements matter. We build digital acquisition mechanisms with these considerations in mind, working toward processes that support responsible and sustainable growth.
  3. Structured lead generation systems. From campaign strategy and landing pages to lead capture, qualification, distribution and follow-up, we focus on building structured systems that help businesses acquire and manage leads more effectively.

Our philosophy

We don't believe in applying a one-size-fits-all marketing strategy to financial services. A bank, an NBFC, a DSA, a lending company and an insurance provider each have distinct customer acquisition requirements, operational processes and compliance considerations.

Our role is to understand these differences and build digital growth systems around them.

With experience across more than 500 companies, including over 50 financial services businesses, we bring together digital expertise, technology and a practical understanding of financial services to help businesses build stronger customer acquisition capabilities.

Because in financial services, growth is not just about generating more leads. It's about building the right mechanism to acquire, qualify and manage them.

Saurav Mahtha & Zubair Ahmed, Co-FoundersSaurav on LinkedInZubair on LinkedIn

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What a qualified lead should cost you.

The CPQL Index: BMM’s own cost-per-qualified-lead ranges by sector, in rupees, from our campaign data.

Cost per qualified lead by sector, in rupees, [Quarter]
SectorMain platformCost per qualified lead (INR)
NBFCs and lendersMeta400–1,200
DSA networksMeta300–500
PMS and AIFGoogle + LinkedIn4,000–8,000
Wealth and MFDsMeta + LinkedIn700–1,200
InsuranceMeta500–800
FintechMeta80–150
Authorised stock and forex brokersMeta250–450

₹ per lead. Source: BMM CPQL Index, [Quarter]. From BMM’s own campaigns; updated quarterly.

Check my CPQL on WhatsApp

Sixty days. Ad spend starts on day 21.

Day 1We build your compliant ad accounts, creatives, landing page and WhatsApp qualification.
Day 21Ads go live. You pay the ad platforms directly.
Day 60Your committed qualified leads are delivered, or we keep working until they are.

Our guarantee and its conditions

If we don’t deliver your committed number of qualified leads within 60 days, we keep working at no extra cost until we do. The guarantee applies when:

  • 30 days: the guarantee window
  • 7 days for you to give us account access
  • 24 hours for your team to follow up each lead
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Seven segments of regulated finance.

In their words.

Wealth Management

“Finding the right audience in financial services requires more than running advertisements. BMM understands the importance of lead quality and structured customer acquisition. Their approach brings greater clarity to how we attract and qualify potential clients.”
Rahul Mehta, Managing Director, SterlingOak Wealth AdvisorsRahul MehtaManaging Director, SterlingOak Wealth Advisors

Portfolio Management

“In financial services, every enquiry needs to be evaluated carefully. What we appreciate about BMM's approach is its focus on targeted campaigns, audience relevance and lead qualification rather than simply increasing enquiry volumes.”
Priya Kapoor, Chief Marketing Officer, Northbridge Capital PartnersPriya KapoorChief Marketing Officer, Northbridge Capital Partners

Showing quotes 1 to 2 of 6

Send us your hundred.
We’ll find your fifteen.

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Starter, Growth and Scale: what each includes and the qualified leads each commits. Pricing is shared on WhatsApp.

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Free funnel audit

A review of your ad account(s), landing page and lead handling. You get a short report with a CPL vs CPQL estimate, the 3 biggest leaks and a fix plan.

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Free compliance check

A review of up to 5 live ads and 1 landing page against platform financial-services policies and SEBI, RBI and IRDAI advertising guidelines. You get a list of risky claims and suggested rewording.

Get a free compliance check

Our promise

Send us view access, your landing page and your ad links. A strategist replies within four business hours, and your report reaches WhatsApp and email within forty-eight.

The compliance check is a marketing review, not legal or regulatory advice. Final approval stays with your compliance officer.

Saurav& ZubairCo-foundersBrown Men Marketing

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