The Global Investing Specialist

In the past couple of years; there has been increased interest among Indian investors to invest in global markets.

Indian equity markets have not really performed versus their global counterparts. While this maybe a temporary phenomenon; the fact is that global investing should be part of an investors asset allocation mix to diversify your portfolio is undeniable.

The following chart explains how winning markets winners keep changing over the years across markets.

Vested is a platform that provides investors with the option of investing in global markets through various routes - direct US stocks, global mutual funds, global managed portfolios ( akin to small case in India) and also investing in private equity in US markets through US markets.

It had spent the past 3- 4 years arriving at the right 'product-market' fit and now needed to create brand consideration among investors investing globally.

Vested's brand proposition was around the generic diversification theme that global investing provides with the tagline - 'diversify with ease'. This proposition; while relevant; was not differentiated versus its competition.

This competition lay in multiple forms  - Indian mutual funds offering global funds, Indian equity brokers offering global investing as part of their portfolio, wealth management firms - traditional and fintech etc.

However; one relevant differentiator that Vested had was that while its competition treated global investing as almost an afterthought among a suite of products and services; Vested did ONLY global investing - 24x7x365. This focus is what helped it provide a differentiated experience in global investing as well as the widest range on global investing products.

Simply put; while others treated global investing as a side dish; for Vested it was the main course.

Hence the revised brand proposition - THE GLOBAL INVESTING SPECIALIST

To make this idea come alive the brand film idea uses uses an example from popular culture of an MMA fight where the antagonist is distracted and the protagonist is focused. And that’s what makes the difference between winning and losing.

The film idea is supported by a minimalistic print/social media campaign simply highlighting the focus of Vested and what it means to investors

Initial response to the campaign has been positive.

Here's some of the coverage received in media

https://www.impactonnet.com/creative-zone/best-ads-of-may-2026-14810.html

https://campaignbriefasia.com/2026/05/28/vested-finance-launches-the-global-investing-specialist-brand-campaign/

https://www.campaignindia.in/article/vested-campaign-spotlights-global-investing-specialisation/4yt7mj3qh2v0jr0wtwf2jk5twg

https://m.dailyhunt.in/news/india/english/tvnews4u-epaper-tvnews/vesteds+new+campaign+highlights+dedicated+focus+on+global+investing+for+indian+investors-newsid-n713972728

Credits

Vested Brand Team : Viram Shah, Akash Gupta, Uma Krishanwal, Ria Kothari

Print Art Direction : Debu Purkayastha 

Film Direction : Priyaal Tripathi

Film Production : DLB Films

Brand Strategy & Creative : Ramnik Chhabra

Energy Ka O.G.

Sattu as a category has being seeing recent interest among fitness influencers as a natural source of nutrition ( check out Nitish Soni - Sattu King on Instagram ; for example).

However ; in the Eastern parts of the country ( major Sattu markets) it is primarily consumed at home or on roadside thela's by the everyman for his cost effective daily fix of energy ( not strength) ; especially during summers.

In recent times there has been an influx of cool/hip energy drinks aiming to provide consumers their fix of energy. These drinks are loaded with unnatural/unhealthy ingredients like processed sugar, caffeine etc.

As a market leader ( and the O.G energy drink) ; Ganesh Sattu's brand strategy aims to modernize sattu and its 'natural energy' advantage.

The campaign uses a celebrity who is a 'natural' fit for a Sattu brand in the form of Ravindra Jadeja ( a gun fielder/explosive batsman/energetic bowler- all in all a 'natural' talent) to make this strategy come alive. Other creative elements like 'Jaddu ka Sattu/Sattu ka Jadoo', ' 'Unnatural nahin; natural energy' furthur help Ganesh Sattu's efforts in positioning itself as the 'natural energy ka daily dose' in a contemporary way

Kudos to the Ganesh Consumer Products team ( @manishmimani , @devanshmimani, Ritwik Kundu, @niteshkumarpandey and others), the agency (Lowe Lintas Kolkatta - @indranilmitra , @trithitachatterjee ( troy ), @niladrimalakar , @ankitadatta and others) , the PH (Celestic Films - @gaurid and others) and the director ( @ajaynautiyal) for this campaign.

Personal Sidenote : As Brand Consultant for Ganesh Consumer; i attended the PPM for this film from the railway platform of Bukhara Station in Uzbekistan. The last time I attended a PPM from a remote location ; it was from Namche Bazaar in the Solukhumbu for a Motilal Oswal film in late 2017. That campaign turned out to be quite successful. Here's looking forward to history repeating itself with Ganesh Sattu :) #sattu #energy #natural

The multimedia campaign broke in April 2026 using print, tv, digital and on ground activation during the IPL

The Yin & Yang of Brand Strategy

 In a world filled with effusive adjectives; here's a sobering thought - the perfect brand strategy does not exist.

During my years in advertising, as a CMO and more recently as a marketing consultant; I have created, presented and commented on countless brand strategies.

One thing I have learned is that its impossible to find a strategy you completely agree with. 

This is especially true when the decision makers are diverse groups with different levels of understanding and objectives or where the environment has a level of ambiguity/subjectivity; as often happens in branding decisions among groups.

Infact I used to comment that show me any strategy (however good it is); there is always some fault one can find in it. 

As a matter of fact; a bit of discomfort may sometimes be a sign that the strategy is not cookie cutter/familiar and is differentiated!

Hence to make decision making practical; I would typically  use my own interpretation of the 'Yin & Yang' symbol in philosophy ( with due apologies to the followers of chinese philosophy)

While the actual interpretation of 'Yin & Yang' maybe different ; my interpretation in the context of decision making  is that in every strategy even if you agree with it ; there would always be something that you (or the group) does not agree with (Yang). And conversely there can always be a strategy that you/your group wholeheartedly disagrees with that may have something you like/agree with ( Yin)

So before evaluating any strategy ; it maybe a good idea to be philosophical of how to arrive at a decision and look for a strategy that may not necessarily be perfect; but what you mostly agree with (Yang)

I have found this helps condition the mind to be more open to ideas and practical when deciding on them.

Try it and let me know if it works for you.

What's your Brands Sound Signature?

Here's another insight from my audiophile journey that can be applied to Brand Marketing.

Its not a musical logo ( MOGO); but something that defines how we look at overall Marketing efforts - the Brand Sound Signature.

In music ; every set up has a 'sound signature'. In simplified terms ; this signature is a combination of three frequencies ranging between 20 Hz and 20 KHz (that human hearing can perceive)

1. High Notes ( approx 2KHz to 20 KHz) - sometimes known as treble ; these are notes are those which are most perceptible and direct. Too little treble in this region can lead to a muffled and veiled sound, while too much can produce a harsh or grating/fatiguing  tone
2. Mids ( approx 250Kz to 2 KHz) - sometimes known as center  frequencies- where maximum warmth and dialogue of the sound appears. This frequency range is often the busiest part of the mix, with many of the most important components competing for space - we can generalize and think of it as the “core" of a sound. Too little midrange can lead to an empty-sounding signature. Too much midrange emphasis can lead to a cluttered and "boxy" signature. Cup your hand and speak into it - the change you hear in your voice is the result of midrange resonance, an effect that is commonly referred to as a boxy sound.
3. Bass ( approx 250Hz and below) - these are the low notes add 'body' to the sound. Recall the 'thump' of bass? These frequencies ( especially at the lower end) are so low that their qualities are frequently felt by our ears more than they're really heard. Too much bass can make sound fat and undefined, while too little bass can lead to a weak sound that lacks proverbial oomph.

Sound signatures are a combination of these three notes. 

For example sound with too much treble is 'bright' while that with too much bass is 'dark' .

Based on the combination, the brand signature can be W shaped( all high), V shaped ( high bass , high treble, low mids etc), balanced etc etc. Here are some examples. There are many more

But how does sound signature connect to marketing? 

Just like your music set-up has a sound signature; your brand can also have a sound signature. Applying the sound signature metaphor to marketing 

• Highs/Treble  is like performance marketing. Most perceptible and direct with immediate results. However if you only do too much of this; it may lead to customers being fatigued with your brand
• Bass is like brand marketing. More 'felt' then heard. But an integral part of adding body to your marketing efforts. Building emotional connect and hence awareness and consideration.
• Mids are like product marketing - the bridge between purely functional sales generation/treble and the emotional connect of brand marketing/bass. Helping move the brand from consideration to action

You may decide to have a combination of two or three of the above. In different weightages. You may even decide to have only one ( at your own peril ; ofcourse) . That's what defines your brands signature.

So the next time you plan your brands marketing campaigns; do spend some time on evaluating what kind of Brand Sound Signature you are generating.

It's what the your consumer will hear.

Disclaimer : For sake of simplicity have reduced frequency types to 3. There are many more nuances that you can read about here

'Consumerise' institutional research reports. Enter the Heroverse

The Challenge 

 Equity research reports provide an analysts perspective on the economy , sector or stock. Theese reports are a wealth of information and much sought after by investors ( HNI and institutional). These reports how suffer from two challenges 

1. They consist of reams and reams of information tightly packed with charts/graphs. They minimum run into double digit pages 

2. Due to their popularity and as a source of marketing; everyone seems to be generating tonnes of research reports - retail brokers, institutional brokers, wealth management firms, AMCs etc etc As a result there is little differentiation in terms of how these reports are presented 

 Ambit Asset Management decided to do things differently. 

The Brief 

 Ambit Asset Management runs various PMS & AIF portfolios targeted to HNIs. As part of the marketing , they decided to create research reports of the various stocks . 

The Marketing Solution 

Rather than present these stock reports as individual reports; we decided to present them as a universe of stocks . After all Ambit Asset Management was a portfolio of stocks; then why not a portfolio of stock reports. 

The name arrived at for this portfolio came from an amalgamation of the fact that these were a universe of 'hero' stocks in the Ambit Asset Management portfolio : AMBIT HEROVERSE 

The creative idea was to treat each stck as 'superhero'. Taking cues from superhero comics; the stock was presented as one. The superhero images were AI generated for uniqueness, scability and cost optimisation 

Rather than a boring pdf; a flipbook in comic format was created laying out all the information in a unique and easy to read format Have a look at various reports in flip book form .

Entero Healthcare Solutions

Icemake Refrigeration Ltd

Thejo Engineering Ltd

Shivalik Bimetal Controls Ltd

 Learning from consumer marketing, the Ambit Heroverse approach to equity research reports presents a new way of marketing of institutional research reports.

 

WE DIDN'T START THE F.I.R.E

F.I.R.E in financial services is an acronym for Financially Independent Retire Early As a concept it has always existed - in Financial Advisor credentials decks, on financial planners websites, on financial services brands calculators. However it has not been marketed in a meaningful way to the average person Thats what Finnovate has set out to do. Using the emerging need for early retirement and the insight that people dont want to stop working by compulsion but by choice; Finnovate urges people to 'GET FIRED' or better still 'FIRE THEMSELVES' Here's the campaign

THE MORE THINGS CHANGE; THE MORE THEY REMAIN THE SAME

The NIFTY in 2012 was less than 6000. The NIFTY in 2024 just crossed 26000. In 2012; 90% of traders lost money in the stock markets. Infact I had written an ad on the same as part of a larger investor education campaign Here's the ad

SEBI just released some data on traders this week.

As can be seen; while the market has gone up over 4 times in the past 12 years and equity penetration has increase manifold; retail traders still lose money. That too in bullish markets. Something for equity marketers to think about