Neosurge is a Wealth Management Companion designed to be both simple and personalised, providing data-driven insights, timely reminders, and actionable
notifications. This tool enables you to invest and manage your wealth confidently without depending on others. It assists you in making informed decisions and
overcoming barriers to good financial behavior, thereby fostering fiscal prudence.
Startup Description
CEO has 12+ years of expertise working as a wealth manager with ICICI and IFA(managed 5000+ users across age and AUM size), Tech co-founder is a former solutions/tech architect at HSBC and Lloyds bank leading across UK-EU markets.
Product Screenshots
Business Model
It's a NeoBank which is technology and UI wise at par with any newage FinTech. At the same time it has physical touch point we call them baking in a Cafe (experience center like Starbucks) and users are given access of Human interaction . Target users are the top 3 to 4% of the Pyramid who holds 65% of wealth of capital market. 1st platform having Advisory access centralized. Revenue is from Wealth management fee and revenue on distribution of wealth and Banking Products.
Customers
based in
India
Business
Modal Type
Mobile App
Type of
Sales
B2B, B2C
Competitors
Some portion of the target users who are the top of the pyramid are cater by legacy and MNC banks . But the segment just below is being left out.
Teams
Avinash Azad
CTO
Tell us a bit about how founding team knows
each other.
College Friends Engineering days knows each other from last 16 years.
Why did you decide to start this
company?
Avinash has the expertise in the Tech side of banking Payment and wealtech industry of Global banks like HSBC lloyds and Biswajit has 11 + years of Indian wealth management and banking experience.
Are all the founders full-time on this
project?
Yes
Looking for an
opportunity to invest in companies
like Cipherpe?
