Teaching India Financial Literacy — and Scaling It with Lexi AI

CapitalVia, an Indian online education company, is on a mission: make financial education accessible to every household in the country. With more than 20,000 students — ranging from teenagers to retirees — CapitalVia is transforming how people understand investing and personal finance.

As a fast-growing team with over a decade of experience in investment and wealth management, they needed a way to scale their Meta ad campaigns effectively without expanding headcount or budget. That's where Lexi AI came in.

Ad campaign promoting financial literacy courses in India

The Vision: Financial Literacy for All

CapitalVia isn't your average edtech startup. The company was built by seasoned professionals who realized that India’s population — especially younger generations and underserved communities — lacked basic financial literacy.

"“We’ve seen what can happen when people make investment decisions without knowledge. Our vision is to help every Indian make informed, confident financial decisions,” says the CapitalVia team."

Their curriculum covers topics like stock market basics, wealth creation, risk management, and long-term financial planning — all delivered through online lessons by a team of expert instructors.

Lexi AI Facebook ad manager used for education ads

The Challenge: Growing Efficiently with a Small Team

With a small marketing team, running large-scale Meta campaigns was challenging.

"“We were spending too much time on ad setup, testing creatives, and tweaking audiences. Our CPCs were fluctuating, and we couldn’t scale without better targeting.”"

Their growth was largely powered by Google and Meta ads, but manually managing audience segmentation, campaign structure, and creative testing became time-consuming and inefficient.

The Solution: Running Meta Ads with Lexi AI

Everything changed when they started using Lexi AI — an AI-powered Meta ad manager that automates audience targeting, creative strategy, and campaign optimization.

Performance dashboard showing low CPC for educational campaigns

With Lexi, their marketing team was able to:

Automatically identify and target the right audiences
Generate optimized ad copy and strategy in seconds
Continuously improve campaign performance based on results

"“Lexi gave us back our time — and helped us scale our results. Now we can focus on content, not constant campaign tweaks.”"

The Results: Higher Reach, Lower Cost, Better Performance

Using Lexi AI, CapitalVia launched new Meta ad campaigns focused on traffic and lead generation — and saw powerful results:

Traffic campaign CPC: $0.005
Lead generation campaign CPC: $0.04
Cost per sale (CPS): $3.70

Compared to their manual campaign benchmarks, Lexi helped cut costs significantly, while also maintaining strong lead and conversion volume.

What’s Next: Expanding Reach Nationwide

As CapitalVia continues to grow its user base across India, Lexi will remain a core part of its marketing infrastructure.

"“We want to reach more people in every state, especially in smaller cities. Lexi allows us to do that with precision and speed.”"

With a growing community of students and a bold vision for nationwide impact, CapitalVia proves that financial education and scalable digital marketing can go hand in hand — especially with the help of AI.