Varun Mundra Get Another Perspective

Sector · BFSI · The deepest specialism

Financial services: where trust isn’t the message, it’s the product.

The deepest specialism — broking, wealth, mutual funds and payments — in a category defined by regulation, restricted endorsements and customers who’ve been burned before.

The short version

BFSI is the category most of the work has lived in, and the one that rewards specialism most. It removes the easy playbook — no urgency, no celebrity, no over-claiming — and forces the harder question of how to earn trust when trust is the entire product.

Every financial product is a means to an end nobody puts on a billboard. Market the end.

Motilal Oswal

The core work

At Motilal Oswal: repositioning a 37-year-old brokerage as a wealth partner (market share 1.6% to 4.3%), a full rebrand across seven businesses, AI-native marketing in five languages, and a fraud-awareness campaign the category was too cautious to attempt.

Visa

The payments layer

At Isobar: Visa’s contactless launches across India, Sri Lanka and Bangladesh, plus PVR ‘Tap to Pay’ — changing a payment behaviour by showing ease, not explaining technology.

The lesson

What BFSI teaches

That constraint is a brief, not a wall; that practitioners out-persuade celebrities; and that the category’s habit of marketing the mechanism instead of the outcome is the biggest opportunity sitting in plain sight.

The brands

Motilal Oswal Financial Services, Visa, and broader broking, wealth and payments work across a decade and a half.

Go deeper on this topic

Chat with me on WhatsApp
Get Another Perspective