Fintech and Financial Services Marketing in India
App install and lead campaigns, SEO and content for fintech apps, NBFCs, brokers and insurance distributors.
Planned around the platform rules for financial ads and the trust people need before sharing financial details.
Ads, SEO and creative for app
What makes fintech & financial services marketing different
Financial products need trust before anyone signs up. Ads must follow platform rules, pages must be clear about who you are and what you offer, and tracking should go beyond the install.
Google requires financial services verification for advertisers promoting financial services in India, and Meta has its own rules for financial products. We plan for both before launch.
People want clear disclosures, regulator registration details and plain language before they share financial information.
We optimise for KYC completions or first transactions where tracking allows, not only installs.
One team for every channel
Amax Agency plans and runs these together from Goregaon East, Mumbai, with tracking in your own accounts and a plain-language weekly report.
Channels matched to each goal
| Goal | Channel | What we track |
|---|---|---|
| App installs | Google App campaigns and Meta app ads | Installs, cost per KYC |
| Lead products | Search ads and lead forms | Qualified leads |
| Trust and education | SEO content and explainer videos | Organic sign-ups |
| Investor and sales | Pitch decks and product videos | Meetings booked |
How we bring fintech, NBFC and financial services brands more qualified sign-ups
The same five steps we follow for every client in this industry, adjusted to your goals and budget.
Google requires financial services advertisers in India to complete verification. We prepare the documents so campaigns are not blocked.
Clear licences, partner banks, fees and security details on landing pages, which also improves ad approval and conversion.
Google Search for active needs such as “instant personal loan” or “best credit card for travel”, and Meta for awareness and app installs.
We pass approved, funded or KYC-complete events back to the ad platforms, so they find better users, not just installs.
Calculators, comparison pages and plain-language guides that rank on Google and get quoted by AI tools.
Your first 90 days with Amax
- Weeks 1–2
Verification, compliance review, tracking of KYC and funding events.
- Weeks 3–4
Search and app campaigns live with compliant creative.
- Month 2
Optimisation towards approved or funded users; creative tests.
- Month 3
Content and SEO hub launched; budget moved to the channels with the best cost per active user.
5 mistakes we fix most often
- Launching ads before financial services verification is done.
- Optimising for installs that never complete KYC.
- Landing pages that hide fees or eligibility.
- Ad copy that promises approval or returns.
- No content strategy, so every user is paid for.
Related work and guides
Fintech & financial services marketing: FAQs
Do financial ads need approval in India?
Google requires advertisers promoting financial services in India to complete financial services verification, and some products have extra rules. We help you prepare before campaigns go live.
Do you give investment advice in ads?
No. We help you communicate your product clearly and within the rules; claims and disclosures are approved by your compliance team.
Can you track beyond installs?
Yes, where your app analytics allow. We set up events such as sign-up, KYC complete and first transaction, and optimise towards them.
Do you understand RBI and SEBI advertising rules?
We keep claims factual, show required disclosures and follow platform policies. Your compliance team approves every ad before it goes live.
Can you run app install campaigns?
Yes, on Google App Campaigns and Meta, optimised for in-app events such as KYC completion.
Do you work outside Mumbai?
Yes. Most of our fintech work is for brands across India, managed remotely with weekly calls.
Let’s talk.
Tell us where you want to grow. In 2 working days we send a free audit of your ads, website and search visibility with the top 3 fixes.