Date:
2025
Category:
From Complex to Compelling: Simplifying Mutual Fund Communication Through Exclusive Brand Designs
Client Background
An Asset Management Company, which belongs to a prominent Indian financial services conglomerate, is a significant player in the mutual funds investment landscape. It provides a variety of mutual fund schemes spanning various asset classes, such as equity, hybrid, and debt.
The Challenge
The core challenge faced by the leadership—specifically the Head of Business, Marketing, and Operations teams—was bridging the vast gap between their highly technical, complex internal documents and the simplified language needed for external audiences. They needed a strategic way to translate specialized concepts into accessible materials for their huge customer base of over 100,000 investors, their distribution partners (MFDs/advisors), and even industry experts, ensuring clarity without losing compliance.
The D21 Approach
Our process for creating exclusive designs and compelling marketing collateral begins with a deep dive into the client’s material, specifically through a thorough analysis of existing technical documents and benchmarking against current industry presentation standards.
This foundation of research allows us to develop an engaging concept note and visual pilot, which we present to stakeholders to secure buy-in and direction. The core of our work is a unique design strategy focused on transforming complex financial documents into clear, conceptual visual formats, moving beyond aesthetics to create impactful, easy-to-digest narratives.
The result is a set of exclusive, premium visual assets containing synthesized industry insights that significantly simplify complex concepts, ultimately benefiting all stakeholders by enhancing clarity and communication efficacy.
Additionally, our scope extended to a supplementary project, the design and development of comprehensive communication materials for both offline and online events surrounding International Women’s Day.
The Results
