About the Client
Steptrade is one of the fastest-growing asset management companies based in Ahmedabad, known for its client-centric approach and innovative wealth management solutions.
The client approached Wolfable with a clear vision — to launch their Portfolio Management Services (PMS) with a strong brand presence that resonates with investors.
We sat down with the Steptrade team, understood their requirements in detail, and identified the need for a premium, trustworthy, and forward-looking communication strategy that would set the right tone for their PMS offering.
The Objective
Branding
Emailer
Social media
Introduction video
Creatives
The Solution
Wolfable partnered closely with Steptrade, combining strategic thinking with creative execution.
We delivered:
- A complete visual identity and design language for the PMS launch
- Email campaigns that drove RSVPs and generated buzz among their investor community
- Engaging social media invites and countdown posts to build anticipation
- A premium product launch video showcasing Steptrade’s PMS vision and value proposition
- Tailored messaging for their app launch that highlighted ease, trust, and digital convenience
The Outcome
The PMS launch event was a resounding success, generating excellent response and positioning Steptrade as a trusted PMS provider in the market. The brand now continues to build stronger client relationships, supported by a well-crafted brand identity and strategic communication.
