🌟 How NeoNest Works — Simple, Secure & Smart Planning for Your Child's Future

NeoNest makes securing your child’s future easier than buying multiple insurance and investment products separately. With one seamless platform, you get a guided experience, bank-level security, and personalized advice—right from onboarding to ongoing support.

Step 1: Sign Up & Add Your Child’s Profile
Create your NeoNest account in minutes. Add your child’s name, age, education stage, and goals—whether it’s funding school fees, future healthcare, or university tuition.
Why it matters: Helps us personalize your plan recommendations based on real timelines and cost projections.
Step 2: Choose the Right Plan
Select from age-appropriate, goal-based plans tailored to your child’s life stage:
NeoBloom (0–6 yrs), NeoStride (7–16 yrs), NeoRise (17–21 yrs)
Not sure? Let our AI assistant NeoGuide recommend the best plan for your child.
Step 3: Complete Digital KYC & Nominations
Securely upload PAN, Aadhaar, Address Proof, add your bank details and nominee information.
100% paperless. Takes less than 10 minutes.
Step 4: Sit Back – We Handle Everything
Once your KYC is approved, NeoNest activates your plan, links with partner banks/insurers, and takes care of all documentation.
Get a Welcome Kit, policy copies, and instant dashboard access for tracking returns, maturity, and coverage.

Meet NeoGuide – Your Personal Parenting & Investment AI

Ask questions like:
  • “How much to invest for college abroad?”
  • “What health coverage is best for my 4-year-old?”
  • “When can I upgrade to NeoStride?”
24x7 AI-powered suggestions based on your child’s age, goals, and the latest market insights.

Documents, Tracking & Support – All in One Place

  • All important documents stored securely on your dashboard
  • Emailed to your registered ID and accessible anytime, anywhere
  • No paperwork, no agent calls, no confusion

🚀 Why It’s Better Than Buying Multiple Products

With NeoNest, you don’t need to separately hunt for SIPs, insurance, career advisors, or child plans. We’ve bundled everything into one simple journey—secure, smart, and tailored to your needs.
Faster Onboarding One-Stop Dashboard AI-Powered Help Bank-Level Compliance Plans That Grow With Your Child
🎯 Start your journey with NeoNest today
Start Planning Now Talk to NeoGuide