Novostack Logo

FY 2026-27 STRATEGIC ROADMAP

Digital
Dominance

Building the #1 Fintech Marketplace ecosystem for Credit, Investment, and Insurance. A vision rooted in democratizing finance for 500k+ active users.

Scroll to Discover
Market Opportunity

The $1.2T Prize

TAM (Total Available Market)

$1.2 Trillion

Unbanked and underserved financial services market in India.

SAM (Serviceable Market)

$450 Billion

Tech-savvy urban and semi-urban population with digital footprints.

SOM (Targetable Market)

$85 Billion

Highly profitable segments optimized for our digital product-led acquisition.

Execution Targets

Total Disbursement (AUM)$5 Billion+
Active Monthly Users500,000+
Platform Net Revenue$250 Million

Positive

Unit Economics by Q3

CAC Optimized
LTV Maximized
Industry & Compliance

The Fortress

Regulatory Compliance

RBI Digital Lending (DLG)Active Compliance
Data Privacy (DPDP Act)Built-in Controls
KYC / AML GovernanceAutomated Pipeline
Lending Outsourcing (OS)Strict Oversight

Market Trends

Leading the shift towards instant, data-driven credit decisions.

Digital-First LendingHyper-PersonalizationEmbedded Finance

Key Partners

Strategic co-lending partnerships for low-cost capital access.

Tier-1 BanksNBFC AggregatorsBureaus

Tech Infra

Native integration with public digital infrastructure for cost efficiency.

India StackOCEN / Account AggregatorUPI 2.0

Risk Mitigation

Ensuring sustainable growth with institutional-grade risk management.

FLDG ControlsReal-time MonitoringInsurance Ops
Product & Monetization

The Portfolio

Personal Loans

Digital-first lending with AI underwriting.

Avg ticket $2.5k

Insurance Hub

Embedded life and general products.

12% Margin

Credit Cards

Instant virtual & co-branded cards.

Ready Q4

Global FX

Cross-border payment corridors.

Pipeline

Revenue Engine

Diversified monetization across the ecosystem.

Processing FeesInterest SpreadCross-sell CommissionsPlatform SaaS
Customer Journey

The Velocity Funnel

01

LEADS

Traffic from Organic, PAID & Affiliate channels.

1.2M / mo
02

REGISTRATION

OTP verified mobile onboarding.

45% Conv.
03

DIGITAL KYC

Automated eKYC & Video modules.

92% TAT < 5m
04

UNDERWRITING

AI-driven credit scoring (Gini 0.42).

Instant Approval
05

OFFER

Hyper-personalized selection engine.

18% Take-up
06

DISBURSEMENT

Instant funds via UPI/IMPS.

Avg $1,800
07

RETENTION

Customer service & Cross-sell loops.

4.2x LTV
Growth Strategy

The Flywheel

Strategic Partnerships

Leveraging Bank/NBFC capital and existing customer bases.

Product-Led Growth

AI-driven UX optimization to lower CAC and drive referrals.

DSA Network

Extensive affiliate & offline partner network for deep reach.

Reinforcing
Loops
12-Month Roadmap

Execution Horizon

Q1 FOUNDATION

Core Digitalization

  • eKYC / Video KYC
  • LOS / LMS V2
  • Payment Gateway Hub
Q2 EXPANSION

Product Depth

  • Credit Card Rollout
  • Insurance Portal
  • Multi-Product LOS
Q3 INTELLIGENCE

Advanced Scoring

  • AI Recommendation 2.0
  • Risk Gini Scoring
  • Dynamic Pricing
Q4 MATURITY

Ecosystem Mastery

  • Embedded Finance API
  • Global FX Engine
  • Retention Flywheel
Scale & Unit Economics

The Outcome

Profitability Playbook

$185
Target CAC
$840
LTV (3-Year)
LTV / CAC Ratio
4.5x

OPEX Efficiency

Ops Cost / User$12.40

Scaling DNA

Talent Mix
150+ (65% Tech/Data)
Global Reach
3 Countries Planned
Automation
98% No-Human Ops
Visionary Finance

Winning the
2026 Mandate

Direct Credit is not just building a product; we are architecting the future of credit dominance in a digital-first economy.