Investyaarr is a comprehensive wealth management platform that helps individuals build long-term financial growth through structured investment planning, advisory support, and wealth-building tools. The platform simplifies investing for beginners and experienced investors through guidance, education, and portfolio-focused insights.
Before working with Spacebar:
Lead quality was inconsistent across financial verticals
Users did not understand the full value of wealth-management services
Community awareness was low
Sales relied too heavily on manual follow-ups
No structured funnel existed from awareness → trust → investment
Increase high-intent wealth-management consultations
Scale course + advisory product sales
Grow a community of engaged long-term investors
Automate lead nurturing for high-ticket financial services
We built a trust-driven wealth funnel:
Financial education + ROI-driven ads
Full webinar-to-sale funnel for financial literacy sessions
Wealth nurture sequences with insights, reminders & case studies
Focus on building long-term investor community
Created conversion-optimized landing pages for wealth advisory & financial learning
Developed automated sequences (email + WhatsApp) that built trust through value
Ran ROI-based performance campaigns around wealth planning, SIPs, long-term investing, and retirement planning
Hosted webinars that positioned InvestYaar as a credible financial educator
Introduced portfolio consultations as an entry-point offer
Generated ₹42 lakh+ revenue in 90 days
380% increase in paid course + advisory sales
Automation sequences contributed 31% of total revenue
Community grew from 0 → 22,000 engaged members
Significantly increased the lifetime value of each user
