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DV360 advertising for Mutual Funds & Wealth

Grow SIP sign-ups and investor awareness with DV360 campaigns on premium news, finance content and OTT.

DV360 for mutual funds and wealth brands helps you reach new and active investors on premium business news, finance content, YouTube and OTT. You can target by interest, life stage and city, and run investor education alongside product messages. Ads must follow SEBI and AMFI advertising rules, including the standard market risk disclaimer.

Last updated: 11 November 2026

Icons for banking, auto, retail, travel, real estate, education and healthcare around a media plan.

How to plan Mutual Funds & Wealth campaigns

How can mutual fund brands find new investors?

Many first-time investors now start with a small SIP (systematic investment plan) on their phone. They read about markets on news apps and watch finance videos on YouTube. DV360 helps you reach them in those places.

You can target in-market audiences for investments, people reading business news, and young earners in metros and fast-growing Tier 2 cities. You can also reach existing investors with new fund offer (NFO) updates using your own first-party data, with consent.

Investor education content, like "What is an SIP?", builds trust before you ask for a sign-up.

Which channels suit wealth and investment brands?

A balanced plan often includes:

  • Premium business and news publishers such as Moneycontrol, Mint and Business Standard, through PMP or Preferred Deals.
  • YouTube for explainers and short tips.
  • CTV and OTT on JioHotstar, ZEE5 and SonyLIV around cricket and big shows for brand reach.
  • Native ads for investor education articles.
  • Regional OTT and news to reach investors outside metros in their own language.

Retargeting can bring back people who started KYC or an SIP sign-up but did not finish. Keep frequency in check so the message stays helpful, not pushy.

What rules apply to mutual fund advertising?

Mutual fund ads are tightly regulated in India:

  • Follow SEBI and AMFI advertising codes.
  • Include the standard disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. It must be clear and readable, and audible in audio and video ads where required.
  • Do not promise or imply guaranteed returns.
  • Show past performance only in the format the rules allow.
  • Google may require financial services verification.

Our team sets placement and safety controls. Your compliance team must approve all creatives.

Mutual Funds & Wealth advertising: FAQs

Can we run NFO campaigns on DV360?

Yes. NFOs have fixed dates, so a short campaign-based engagement with video, news and retargeting often works well. Plan premium inventory early.

How do we make sure the disclaimer is visible?

We check each creative size to make sure the disclaimer is readable. For video, it should be on screen long enough and spoken where required.

Can we target only experienced investors?

You can get close by using in-market investment audiences, business news context and your own customer lists. No targeting method is perfect, so test and measure.

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