CLIENT CASE STUDY – WOWEALTH
How Roboax Took a Financial Advisor From No Content Team → 45k+ Views
Sandan is the founder of WoWealth, a financial advisory business spanning mutual funds, insurance, and loans across Punjab, Delhi, and the NRI diaspora. Before Roboax, he spent six to seven months searching for a content partner, and found no one credible. In 90 days of a scripted, tested content system, WoWealth reached 45,524 views and 27,689 accounts, with 90.9% of that reach coming from people who didn’t already follow him.
Instagram Views, 90 days
Accounts Reached
Net New Followers, 90 Days
Reach from Non-followers
ABOUT THE CLIENT
A full-service advisor with no way to be found
- Mutual funds, insurance, and loans, a genuine 360° financial advisory practice, not a single-product shop.
- Referral-driven from day one. Every client came from word of mouth, Instagram had never been used as a business channel.
- Six to seven months searching for a content partner before Roboax, and finding no one he trusted to do it properly.
- The gap wasn’t expertise. It was translating real financial knowledge into content that Punjab, Delhi, and NRI audiences would actually stop and watch.
Sandan Grover
Founder, WoWealth
“Mai 6-7 maheene se koi bnda dhoond raha tha pr ek bhi dhang ka bnda nai mila.”
Challenges He Faced Before Deciding to Hire a Professional Marketing Team
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.
- Office-desk sit-downs were the starting format — formal, static, and it showed in the numbers. Views capped under 1,000.
- We treated format as a variable, not a given — testing delivery styles rather than assuming the first attempt was the right one.
- The winner was unexpected: Sandan, in his car, direct to camera — conversational, personality-led, nothing like the desk version.
- Paisa Samjho — the widest net. Real financial questions Punjab, Delhi, and NRI audiences actually ask, not textbook theory.
- My Story — Sandan’s own journey, told first-person. Builds the recognition that turns viewers into DMs.
- Galat Kya Kar Rahe Ho — myth-busting built for shares. Punjab audiences respond to being told what they’re doing wrong.
- Mera Kaam — miniature case studies of real client outcomes. Filters the audience toward people ready to act.
- Verbal, visual, and on-screen text hooks stacked together, so the reel lands whether or not the sound is on.
- Full STARR-framework scripting — Situation, Task, Action, Result, Relevance — for every single reel, no exceptions.
- A four-part flagship series (“Stages of Life”: 22 → 28 → 35 → 45+) built specifically to create a return-viewer loop.
- 4 reels a week, scripted and shot in weekly batches — no gaps, no inconsistent cadence.
- The car format outperformed the desk format immediately once launched, validating the testing phase.
- Comment-keyword CTAs on every script, tied to ManyChat — so every reel has a built-in path to a conversation.
A 90-day system turned a referral business into a discoverable one
TOP PERFORMING CONTENT
The system called its own winner.
BIGGEST ACHIEVEMENTS
These are our biggest achievements while working with Mr. Shamsher Singh
Listen Directly From Mr. Sandan Grover
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.
