CLIENT CASE STUDY – RANA INVESTMENTS
How Roboax Took a 32-Year Experienced Financial Planner from Referrals Only → 83k+ Views & 75+ Leads
Shamsher is a 32-year veteran financial planner who went from zero digital presence to a discoverable, engaging presence across Instagram and Facebook, and a live paid lead pipeline generating leads at ₹31.91 each entirely built from scratch in 90 days.
Instagram Views
Accounts Reached
Via Paid, ₹31.91 each
Facebook Views Growth
ABOUT THE CLIENT
An experienced voice with no platform to match
- 32+ years in financial planning — CFP-certified, ISO-certified, CNBC TV18 award, 700+ client ratings.
- Deep expertise, no distribution — the advice that prevents families from making life-altering money mistakes existed. The audience to receive it, online, didn’t.
- The gap was not skill. It was visibility and that’s where we started.
Shamsher Singh
Founder, Rana Investments
Founder & Managing Partner, BillionArc Management LLP
Years in BFSI
Certifications
Sessions Delivered
Investments Guided
Challenges He Faced Before Deciding to Hire a Professional Marketing Team
Lack of Visibility
Zero Instagram presence. No content had ever been posted. 32 years of credentials, sitting entirely offline.
Undefined Content Strategy
No pillars, no calendar, no consistent direction — every client came from a referral, never from content.
Limited Audience Relevance
The big finance creators online speak to 20-somethings about stocks. Nobody was reaching Punjab, NRIs, or the 35+ audience actually building generational wealth.
Absence of Inbound
No comments, no DMs, no lead pipeline. Zero inbound conversations from a digital presence that didn’t exist.
WHAT WE DID
A four-phase shift, built in sequence
Click through each phase, this is the actual order of operations, not a highlight reel.
7 accounts audited. One clear gap found.
- Views don’t equal trust — the highest-follower finance accounts had views but weak like-rates. We reset the whole scorecard around emotional resonance, not reach.
- The big names weren’t competition — Gen-Z-focused finfluencers target 18–30 year olds in English or pan-India Hindi. Shamsher’s audience is 35–60, Punjab-based, NRI-connected.
- The real competitor was beatable — one Amritsar-based advisor with a similar audience had views, but near-zero emotional engagement. Nobody there was telling stories.
6 content pillars. Every post earns its place.
- Myth-busting for broad reach — the wrong beliefs everyone’s family repeats.
- Punjab’s money story — demonetisation, gold, land, chit funds, partition-era habits.
- NRI remittances — what happens to money sent home, and what nobody was saying about it.
- Life-moment triggers, real client stories, and 32 years of authority rounded out the system.
Every reel: three hooks in three seconds.
- Verbal, visual, and on-screen text — stacked together so the hook lands whether or not the sound is on.
- Seven script templates built from what was already breaking out across the category.
- Two flagship series launched — a weekly cultural deep-dive and a weekly anonymised client story.
Organic proof first. Paid acceleration second.
- 90 days of consistent posting — a cold-start account, built entirely on the system above.
- The format called it right — the myth-bust pillar produced the single highest-engagement post in the account.
- Paid layered in once the message was proven — turning organic reach into a trackable lead pipeline.
A 90-day Cold Start Became a Real Audience
TOP PERFORMING CONTENT
The system called its own winner.
Once the message was proven,
we made it scale and pay.
One retirement-planning ad. As spend scaled up, cost per lead went down.
THE SECOND PLATFORM
The same system, transplanted to Facebook.
Once the Instagram engine was proven, we brought the same content system to a second platform, with an even sharper relative jump.
BIGGEST ACHIEVEMENTS
These are our biggest achievements while working with Mr. Shamsher Singh
Listen Directly From Mr. Shamsher Singh
Want results like these?
Strategic positioning, audience-focused storytelling, and consistent execution, this is what it looks like when it’s done right.
No deck. No pitch. No five-email follow-up sequence.
