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Dreaming Big

Puneet Gupta, Sr. EVP & Business Head – Digital, Nuvama Wealth, discusses 'Let’s Inspire Right,' tradition advertising and other marketing strategies

BY Aryan Khanna
14th April 2025
Dreaming Big

Q] What was your vision behind the ‘Let’s Inspire Right’ campaign?
India’s wealth management industry is set to boom as the economy grows beyond $3.5–4 trillion, creating more millionaires and billionaires. With rising wealth, expert management becomes crucial for smart asset allocation, risk management, and optimised returns. This is a people-centric business—each client has unique goals, requiring tailored solutions. While digital platforms help, bespoke advisory remains key. Advisors and wealth managers are vital, balancing expertise with client interests. To highlight our people-first approach, we launched ‘Let’s Inspire Right’—an in-house campaign positioning Nuvama Wealth as an aspirational brand, built entirely by our team without external agencies.

Q] Could you tell us about your marketing mix?
Our business revolves around three key stakeholders: clients, client partners, and our employees. Adopting a digital-first approach, we focus on social media, content marketing, employer branding, and events/webinars to drive engagement. Our social media strategy includes LinkedIn for employees, Instagram for Gen Z clients and employees, X for mature industry content, YouTube for digital content, and selective performance marketing on Facebook. We invest heavily in educational content to help the newer generation understand asset classes, allocation, risks, and returns. Employer branding is a priority to attract and retain top talent, while offline events and webinars help strengthen relationships and facilitate networking. This balanced strategy keeps us relevant, engaged, and connected in today’s evolving market.

Q] Do you see yourself using the traditional mediums of marketing?
Absolutely, we are open to all mediums. As the economy grows, there’s room for everything. While we remain digital-first, we will soon be on TV and Print, focusing on brand building, thought leadership, and strengthening our employer brand. Our core philosophy stays the same: being thought leaders, creating valuable content, and maintaining a customer-first approach. We want to be the go-to place for those passionate about wealth management. Different platforms will evolve, but we will leverage both digital and traditional channels to amplify our presence.

Q] What is your USP in terms of marketing strategies?
We are not trying to compete with everyone—different sectors have different needs. FMCG companies spend heavily on digital marketing because they need mass reach, while financial services, being highly regulated and margin-conscious, take a different approach. Wealth management is a niche; our focus is on the right audience, not the widest one. Our strategy is built on thought leadership and meaningful content. We aim to educate on risk-weighted returns, asset allocation, and long-term wealth creation—communicating our core philosophy of client-first service. Wealth management success is built on trust and experience, not just marketing messages. Equally important are our people. Unlike firms that focus on direct client outreach, we invest in employer branding—our team is the key to delivering exceptional service.

Q] With Trump’s return, the market seems to be in a confused state. How do you look at it?
Markets operate on two levels: macro and micro. India’s growth story remains intact—we are on track to become a $5 trillion, then $10 trillion economy. A change in US leadership may have short-term global effects, but it won’t derail our long-term trajectory. At worst, we might see temporary disruptions, but our path to becoming the third-largest economy stays firm. If wealth creation is the goal, avoid obsessing over daily market movements. Trust wealth managers—they understand risks, financial goals, and investment strategies. Every market has cycles, but long-term discipline ensures gains. Panic leads to poor decisions; patience builds wealth.

  • TAGS :
  • #marketingstrategy
  • #brandbuilding
  • #BusinessGrowth
  • #DigitalLeadership
  • #NuvamaWealth
  • #InspireRight
  • #FinancialMarketing
  • #LeadershipInsights

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