Date:
2026
Personal Branding of A Social Entrepreneur, Author & Finance Professional to Get Established as an Industry Influencer
Client Background
With over 25+ years of worthy experience in the finance sector while working for several corporations, including TATA and the SBI group and then for her own venture that empowers individuals from all walks of life on financial literacy through training programs. She has authored 2 books, one is in women financial literacy space which is a practical guide to managing a woman’s financial journey & the second one is for women entrepreneurs. Being a social entrepreneur, giving back is an integral part of her journey, that is why she initiated a non-profit. With key causes of financial literacy for low income groups, environmental initiatives & health & wellness.
The Challenge
The D21 Approach
In close collaboration we started a branding journey to establish a powerful personal brand identity from 2018. The personal brand, the company & an NGO were key focus areas.
The beginning: We developed a strategic social media plan to boost her reach and raise awareness of her work. This included showcasing her training sessions, NGO activities through event photos, as well as sharing industry insights and informative posts to raise awareness. This resulted in her reaching larger audiences PAN India, globally for various communities, business houses, small medium enterprises & corporates.
To truly reflect her expertise we added a YouTube Channel populating with events highlights, testimonials. A dedicated series of concept based learning is launched & successful running for 6 years.
Over the years we strengthened the personal brand building on LinkedIn which resulted in business outcomes of client assignments & invite for education masterclass.
Her book launches, achievements & recognitions were empowered with dedicated campaigns. Enhanced marketing material in the form of upgraded websites with global standards were net.
We executed a lead generation campaign for her collaboration with a leading financial education & training provider in Singapore & Malaysia for Value Investing Masterclass. It was a huge success attracting 600+ leads & 100+ footfalls for the event.
The focus of our client further led to developing a new vertical to educate, empower the mutual fund distribution community PAN India. This vertical is further catered with educational newsletters, social media posts, whatsapp engagements, etc. We supported in building a community of Mutual Fund Distributors of 1000+ people, where the client regularly empowers them with industry knowledge,and insights for business growth & dedicated training sessions.
The Results
