Web & Tech2024•WealthTech & Private Banking•12 Weeks

High-Net-Worth Inbound Engine & Wealth Calculator Web App

"3x Qualified High-Net-Worth Inbound Inquiries"

Designing an institutional-grade interactive web application and high-intent topical SEO sprint to capture ₹45Cr+ in private client assets under management.

Qualified Inbound Leads
3x
Verified Growth Data
CAC Reduction
-62%
Audited Client Metric
AUM Inflow
₹45Cr+
Audited Client Metric
Top-3 Google Ranks
38 Terms
Audited Client Metric
High-Net-Worth Inbound Engine & Wealth Calculator Web App
Client Deployment
Zenith Capital
Visit Live Experience
01. The Problem Space

The Strategic Challenge

Zenith Capital is an elite boutique asset manager catering to business founders and executives. Their existing website was a static brochure that failed to communicate trust, compliance, or analytical sophistication. Previous agencies ran broad PPC campaigns on terms like 'invest money', burning budget on retail savers rather than ₹1Cr+ investable surplus clients.

02. The Blueprint

The Amazing Go Solution

We engineered a custom client onboarding portal featuring an interactive retirement simulation calculator built in Next.js. In parallel, we launched a high-intent topical SEO sprint targeting technical tax-loss harvesting queries, and executed programmatic account-based LinkedIn sponsored campaigns targeting verified directors and CXOs.

Sprint Execution Roadmap

Phase 01

HNI Audience Segmentation

Identified key wealth demographics and decision makers across tier-1 business clusters.

Phase 02

Interactive Calculator Launch

Engineered web application with instant confidential portfolio projections.

Phase 03

Direct Consultation Funnel

Integrated automated scheduling with dedicated wealth advisors.

03. Core Artifacts

Key Deliverables & Systems

Engineering

Interactive Wealth Forecaster

Bespoke financial simulator calculating tax efficiency and compounding alpha in real time.

Paid Growth

Account-Based Marketing Suite

Hyper-personalized LinkedIn campaigns targeting executives with portfolio sizes over ₹2Cr.

SEO

Financial Thought Leadership Hub

Technical Whitepaper repository optimized for semantic search engines and LLM crawlers.

04. Visual Production

Campaign & Design Artifacts

Data-Driven Wealth Management Analytics Dashboard
Data-Driven Wealth Management Analytics Dashboard
High-Speed Interactive Portfolio Simulation Module
High-Speed Interactive Portfolio Simulation Module
Dominant Search Engine Rankings for High-Intent Queries
Dominant Search Engine Rankings for High-Intent Queries
Executive Endorsement
"The inbound leads we receive now are strictly managing multi-crore portfolios. Amazing Go understood the nuance of private wealth where trust and discretion are paramount."
VI
Vikramaditya Roy
Managing Partner, Zenith Capital
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