BRAND GUIDELINES

The Art of BYLD

Premium Wealth Management · Version 2.0

01 — Manifesto

We refuse to accept
that wealth is built by accident.

Wealth management in India is broken. It has been too transactional for too long — an industry built on commissions disguised as advice, opacity packaged as expertise, and impersonal service dressed up as exclusivity. Families with real ambition deserve better than quarterly statements and hollow reassurance.

We believe that wealth is an act of construction, not speculation. It is the patient layering of discipline on top of strategy, of intelligence on top of trust. It is not a windfall. It is not a gamble. It is architecture — and like all great architecture, it demands both vision and craft.

Technology should serve human wisdom, not replace it. The smartest algorithms mean nothing without empathy. The warmest advisors mean nothing without rigour. We exist at the intersection — where AI-powered precision meets the irreplaceable depth of human judgment.

BYLD exists for those who build deliberately — who know that the most enduring fortunes are not found, but constructed, brick by patient brick.

02 — Vision & Mission

Our Vision

Democratize world-class wealth management for every ambitious Indian family.

Our Mission

Build India’s most trusted, AI-powered wealth platform — where technology serves human wisdom.

Brand Values

◆

Discipline

Wealth is built through consistent, deliberate action — never impulse.

♦

Trust

Radical transparency in fees, advice, and conflicts of interest.

✶

Intelligence

Data-driven decisions grounded in deep financial understanding.

⚛

Innovation

Relentless pursuit of better tools, smarter interfaces, deeper insight.

☼

Accessibility

World-class wealth advice should not be a privilege of the ultra-rich.

03 — Brand Story

Wealth is not found.
It is built.

BYLD is a modern, credible identity for next-generation wealth management. The name is a deliberate twist on "build" — a philosophy that wealth isn't found or inherited by chance, but constructed with discipline, strategy, and patience.

We serve High Net-worth Individual families across India with premium advisory services — combining cutting-edge technology with the warmth of a personal wealth advisor. Every pixel, every interaction, every word is crafted to reflect the sophistication our clients expect.

04 — The BYLD Mark
Construction & Meaning
Discipline
Empty → forms B
Structure
Consistency
Wealth ★
Trust

5 dots in a 2-col × 3-row grid forming the letter B. 4 black dots represent discipline, structure, consistency, and trust. The single gold dot represents wealth, prosperity, and achievement.

Construction Grid

20mm 11mm
Grid: 2-col × 3-row
Gap: 2mm
Height: 11mm
Width: 20mm

Clear Space

Minimum clear space equals 1 dot-width on all sides. No text, graphics, or other logos may enter this zone.

Minimum Size

Minimum grid width: 9mm (print) / 24px (digital)

05 — Logo Lockups
Approved Variants

On Dark Background

BYLD WEALTH
BYLD
BYLD
Horizontal Stacked Icon Only Wordmark Only

On Light Background

BYLD WEALTH
BYLD
BYLD
Do
  • ✓ Use approved lockup variants only
  • ✓ Maintain clear space around the mark
  • ✓ Use on solid dark or light backgrounds
  • ✓ Keep the gold dot in bottom-left position
Don't
  • ✗ Stretch or distort the proportions
  • ✗ Recolor the gold dot
  • ✗ Rotate the logo
  • ✗ Place on busy or patterned backgrounds
06 — Logo Construction
Geometric Grid & Proportions
The BYLD mark is built on a precise 2-column × 3-row grid. Every proportion is intentional and fixed — no deviation is permitted.
20mm · 40px
11mm · 22px
Grid2-col × 3-row Dot diameter4.5mm · 9px Gap2mm · 4px Dot shapeCircle (50%) Gold dotRow 3, Col 1 W:H ratio20:11 ≈ 1.82

Scale Variants

16px
24px
40px
60px
80px

Geometric Meaning

The absent top-right dot creates the letter B through negative space — presence defined by absence. The four white dots represent the structural disciplines of wealth-building.

The gold dot occupies position (Row 3, Col 1) — grounded, foundational, always visible. It represents aspiration anchored in reality.

Construction Rule

The mark is always constructed from the grid — never approximated freehand. Use approved SVG assets only.

07 — Clear Space
Exclusion Zone
A protected zone around the mark must remain free of all competing elements. This zone scales proportionally with the logo.
1× clear space 1× clear space 1× 1×

1× unit = 1 dot-width

4.5mm · 9px

The Rule

Minimum clear space on all four sides equals one dot-width (1×). This unit scales proportionally with the logo.

Minimum by Context

Business card (print)≥ 2mm
App header≥ 8px
Social avatar≥ 10% of frame
Digital banner≥ 16px
Never enter the exclusion zone
  • ✗ Text or typographic elements
  • ✗ Other logos or brand marks
  • ✗ Decorative shapes or lines
  • ✗ Photographic elements or imagery
  • ✗ Borders or frames
08 — Minimum Sizes
Reproduction Limits
Below these thresholds the mark loses legibility. Reduce to wordmark-only or increase reproduction size rather than break the limit.

Print — Minimum 9mm Grid Width

9mm MIN
12mm
18mm
25mm

Min 9mm · Recommended 12–20mm

Digital — Minimum 32px Grid Width

32px MIN
48px
64px
96px
128px

Min 32px · App icon ≥ 48px · Header ≥ 64px

Size by Application

Favicon

16–32px

App Header

32–48px

Social Avatar

60–80px

Email Sig

80–120px

Business Card

9–15mm

09 — Logo Do’s & Don’ts
Usage Rules
Six scenarios illustrating correct and incorrect usage. When in doubt, default to an approved lockup from the master file.
Do — Use on dark background

White dots on #0A0A0A. Maximum contrast, maximum legibility.

Do — Maintain proportions

Scale uniformly — all sizes maintain the exact 20:11 width-to-height ratio.

Do — Respect clear space

The dashed zone is the exclusion boundary. Keep 1 dot-width clear on all sides.

Don't — Stretch or distort

Never stretch, squish, or distort the proportions in any axis.

Don't — Recolor dots individually

Never individually recolor dots. Only white (×4) + gold (×1) is approved.

Don't — Shadows or rotation
drop-shadow
rotated 25°

Never add drop shadows, outer glows, or rotate the mark at any angle.

10 — Color System
Gold Scale
#F5E6C8
gold-light · Highlights
#E0C17A
gold-mid · Accents
#C49A3C
PRIMARY · Brand Gold
#9B7A2F
gold-dark · Pressed states
#6B5420
gold-darker · Subtle

Gold Gradient

linear-gradient(135deg, #E0C17A, #C49A3C, #9B7A2F)

Tier & Mode Colors

#000000
Master · Free Tier
#5D4749
Edge · ₹3,650/yr
#034F93
Core · ₹18,250/yr
#550372
Legacy · ₹36,500/yr
#566B30
Markets · Mode

Neutrals

Semantic

#16A34A
Success
#DC2626
Error
#F59E0B
Warning
11 — Typography
Type System
PLAYFAIR DISPLAY — Hero text, premium statements

Wealth is Built

The Art of Patient Capital

Weights: 400 (Regular), 700 (Bold)

MONTSERRAT — Navigation, labels, UI headings, wordmark

Navigation & Labels

Section Headings & UI Elements

Regular weight for body labels and descriptions

Weights: 400, 600 (SemiBold), 700 (Bold)

CALIBRI / SEGOE UI — Body text, paragraphs

System fonts for optimal rendering of long-form content. Used across all body text, chat messages, descriptions, and informational paragraphs.

Weights: Regular, Light

JETBRAINS MONO — Financial data, OTP, portfolio values

₹12,45,890.42

OTP: 4 8 2 7 1 6

Weights: 400 (Regular), 500 (Medium)

Type Scale

H1 40px Playfair Bold
H2 32px Playfair Bold
H3 24px Montserrat Bold
H4 20px Montserrat SemiBold
H5 16px Montserrat SemiBold
H6 13PX CAPS Montserrat Bold
Body 15px body System Regular
Cap 12px caption System Regular

Pairing Rules

  • Playfair → Hero headlines, splash screens, premium statements
  • Montserrat → Section titles, buttons, labels, navigation
  • System → Paragraphs, chat messages, form descriptions
  • JetBrains Mono → Portfolio values, OTP fields, data tables
12 — Playfair Display
The Emotional Serif
Used for brand moments, headlines, and statements of intent. Playfair carries weight, warmth, and prestige — the voice of aspiration.
REGULAR — 400

Wealth is Architecture

The patient layering of discipline over time.

BOLD — 700

Build Deliberately

The Art of BYLD Wealth

CHARACTER SET

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
a b c d e f g h i j k l m n o p q r s t u v w x y z
0 1 2 3 4 5 6 7 8 9 & “ ” — – …

Weights Available

Regular 400 — Body serifs
Bold 700 — Headlines

Use Cases

  • ◆ Splash screen & cover headlines
  • ◆ Manifesto & brand statements
  • ◆ Pull quotes & testimonials
  • ◆ Premium section titles (H1, H2)
  • ◆ Campaign copy & brand moments
  • ◆ Emotional impact statements

Loading

Google Fonts: Playfair+Display:wght@400;700
13 — Montserrat
The Authority Sans
The operational workhorse. Montserrat brings structure and confidence to everything from navigation labels to the wordmark itself.
REGULAR — 400

Navigation & Labels

MEDIUM — 500

Section Headings

SEMIBOLD — 600

UI Headings & CTAs

BOLD — 700

BYLD WEALTH

CHARACTER SET

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
a b c d e f g h i j k l m n o p q r s t u v w x y z
0 1 2 3 4 5 6 7 8 9 ₹ $ % & @ # ! ?

Weights Available

Regular400
Medium500
SemiBold600
Bold700

Use Cases

  • ◆ Wordmark & logo type
  • ◆ Button labels & CTAs
  • ◆ Navigation tabs & labels
  • ◆ Section labels (H3–H6)
  • ◆ Tier names & badges
  • ◆ Form labels & UI micro-copy
Google Fonts: Montserrat:wght@400;500;600;700
14 — Calibri
The Readable Warmth
Used for all long-form body text. A system font that renders at high quality on every device with no network download required.
REGULAR — 400

The warmth of a trusted advisor,
in every word on every screen.

Calibri renders at exceptional quality at small sizes on all operating systems. Its humanist proportions and open apertures ensure comfortable reading across long scrolls and dense data screens.

Chat messages, portfolio descriptions, goal summaries, advisory notes, onboarding copy — all use Calibri at weight 400.

CHARACTER SET

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
a b c d e f g h i j k l m n o p q r s t u v w x y z
0 1 2 3 4 5 6 7 8 9 ₹ . , ; : ! ? & ( ) “ ‘

Font Stack

--font-body: 'Calibri', 'Segoe UI', sans-serif;

Segoe UI is the Windows fallback. System sans-serif ensures universal legibility.

Use Cases

  • ◆ All body paragraphs & descriptions
  • ◆ Chat message bubbles
  • ◆ Form helper text & placeholders
  • ◆ Portfolio commentary & notes
  • ◆ Onboarding explanatory copy
  • ◆ Regulatory disclaimer text

Sizes & Line Heights

Body Large 16px / 1.75
Body Default 15px / 1.7
Body Small 13px / 1.6
15 — JetBrains Mono
The Data Voice
Financial figures, OTP codes, portfolio values, and percentages — all rendered in JetBrains Mono. Precision is legibility.
REGULAR — 400

₹12,45,890.42

OTP:  4  8  2  7  1  6

MEDIUM — 500

+18.4%

NIFTY 50   22,450.15

INDIAN NUMBER FORMAT
Lakhs₹1,23,456
Crores₹1.2Cr
Positive+3.45%
Negative-1.2%
OTP4  8  2  7  1  6

Weights Available

Regular — 400Data tables, specs
Medium — 500Portfolio values

Use Cases

  • ◆ Portfolio values & P&L figures
  • ◆ OTP & verification codes
  • ◆ Stock prices & index values
  • ◆ Percentage returns & changes
  • ◆ Financial data tables
  • ◆ Code blocks in brand book

Color by Value Type

+3.45%Positive → #16A34A
-1.2%Negative → #DC2626
₹12.4LPortfolio → Gold
22,450Neutral → White
Google Fonts: JetBrains+Mono:wght@400;500
16 — Type Scale
The Full Hierarchy
Every typographic level from display headline to overline. Size, line height, weight, and font family are all fixed.
H1 Wealth 40/1.2 · Playfair 700
H2 Build 32/1.25 · Playfair 700
H3 Section Title 24/1.3 · Montserrat 700
H4 Card Heading 20/1.4 · Montserrat 600
H5 Sub-heading 16/1.5 · Montserrat 600
H6 SECTION LABEL 13/1.5 · Montserrat 700 CAPS
Body Body copy text — readable at length 15/1.7 · Calibri 400
Cap Caption and helper text 12/1.6 · Calibri 400
Over OVERLINE TEXT 10/1.5 · Montserrat 700 CAPS

CSS Definitions

/* H1 */ font: 700 40px/1.2 Playfair Display /* H2 */ font: 700 32px/1.25 Playfair Display /* H3 */ font: 700 24px/1.3 Montserrat /* H4 */ font: 600 20px/1.4 Montserrat /* H5 */ font: 600 16px/1.5 Montserrat /* H6 */ font: 700 13px/1.5 Montserrat CAPS /* Body */ font: 400 15px/1.7 Calibri /* Caption */ font: 400 12px/1.6 Calibri /* Overline */ font: 700 10px/1.5 Montserrat CAPS letter-spacing: 0.2em

Font Assignment

H1, H2 → Playfair Display
H3–H6, Overline → Montserrat
Body, Caption → Calibri
Numbers, Data → JetBrains Mono
17 — Design Language
Visual Foundation

Glassmorphism

Glass Card Example

Background rgba(255,255,255,0.03) with backdrop-filter blur(20px) and a subtle 1px border at 6% white opacity.

background: rgba(255,255,255,0.03); border: 1px solid rgba(255,255,255,0.06); backdrop-filter: blur(20px); border-radius: 12px;

Dark Theme Hierarchy

Primary — White #FFF

Secondary — Gray-400 #9CA3AF

Accent — Gold #C49A3C

Tertiary — Gray-600 #4B5563

/* Background: #0A0A0A */ /* Glass cards float above */ /* Text: white > gray-400 > gold */ /* Borders: rgba(255,255,255,0.06) */

Noise Texture

feTurbulence @ 0.03 opacity
filter: feTurbulence baseFrequency: 0.9 numOctaves: 4 opacity: 0.03

8px Grid System

8px · 16px · 24px · 32px · 48px · 64px
18 — Glassmorphism
Glass Card Recipe
Four layered ingredients produce the characteristic BYLD glass surface. Each layer serves a distinct purpose — remove any one and the effect breaks.
1

RGBA Background

background: rgba(255,255,255,0.03);
2

Backdrop Blur

frosted layer
backdrop-filter: blur(20px);
3

Subtle Border

border: 1px solid rgba(255,255,255,0.06);
4

Noise Texture

/* feTurbulence overlay */ opacity: 0.03;

Result

Glass Card

All four layers combined: translucent background + blur + thin border + noise. The result feels like premium frosted glass.

Complete CSS Recipe

.glass-card { background: rgba(255,255,255,0.03); border: 1px solid rgba(255,255,255,0.06); backdrop-filter: blur(20px); -webkit-backdrop-filter: blur(20px); border-radius: 12px; padding: 32px; position: relative; /* Noise applied via body::after */ }

Gold Accent Variant

/* Premium card — accent top border */ border-top: 2px solid var(--gold); /* Hover state */ transform: translateY(-4px); box-shadow: var(--gold-glow);
19 — Noise Texture
The Grain Layer
A subtle SVG feTurbulence filter applied globally prevents the UI from feeling sterile. It adds tactile depth without visual weight.

Opacity Comparison

Very Subtle
opacity: 0.02 — Barely perceptible. Light backgrounds.
Standard ◆ BYLD Default
opacity: 0.03 — The standard. Used on all dark backgrounds.
Pronounced Grain
opacity: 0.04 — Visible grain. Use sparingly on glass cards.

SVG feTurbulence Recipe

<!-- Noise data URI --> <svg viewBox='0 0 256 256'> <filter id='n'> <feTurbulence type='fractalNoise' baseFrequency='0.9' numOctaves='4' stitchTiles='stitch' /> </filter> <rect width='100%' height='100%' filter='url(#n)' opacity='0.03' /> </svg>

Global Implementation

body::after { content: ''; position: fixed; inset: 0; background-image: url("data:image/svg..."); pointer-events: none; z-index: 9999; }

Applied once as a fixed overlay at z-index 9999. pointer-events: none ensures it never blocks interactions.

Parameters Explained

baseFrequency: 0.9 Fine grain
numOctaves: 4 Natural detail
stitchTiles: stitch Seamless tile
20 — Dark Theme
Background Elevation System
Four distinct elevation levels create depth without light. Each layer is only visible relative to what it sits on.

Z-Level Stack

Z0 — Base
#0A0A0A
Z1 — Glass Card
rgba(255,255,255,0.03)
Z2 — Elevated Card
rgba(255,255,255,0.05)
Z3 — Modal Overlay
rgba(15,15,15,0.95)

Elevation Tokens

/* Z0 — App background */ --bg-base: #0A0A0A; /* Z1 — Glass cards */ --glass-bg: rgba(255,255,255,0.03); /* Z2 — Elevated card */ --glass-elevated: rgba(255,255,255,0.05); /* Z3 — Modal / drawer */ --modal-bg: rgba(15,15,15,0.95); /* Borders per level */ --glass-border: rgba(255,255,255,0.06); --elevated-border: rgba(255,255,255,0.08); --modal-border: rgba(255,255,255,0.10);

Text Hierarchy

Primary — White

Secondary — Gray-300

Tertiary — Gray-400

Accent — Gold

Disabled — Gray-600

Golden Rule

Each elevation level adds exactly +2% white opacity to its background. Borders increase by +2% per level. Never exceed rgba(255,255,255,0.10) for backgrounds in the dark theme.

21 — Photography Direction
Visual Language
Photographic direction for all BYLD Wealth brand communications. Rooted in the Indian luxury context — authentic, warm, and deliberately understated.

Portrait Style

Indian HNI families in natural settings. Warm side-lighting, low-key environments, genuine expressions — not stock photo smiles. Dark backgrounds with gold light spill. Think candid luxury: a father and daughter reviewing plans, a couple on their terrace at dusk.

Environmental

Modern Indian homes, city skylines at dusk, private offices with warm task lighting. Desaturated palette with a warm gold color grade. Spaces that suggest success without shouting it — curated bookshelves, clean desks, ambient warmth.

Detail & Texture

Close-ups of hands, watches, coffee cups, financial documents. Macro photography with shallow depth of field. Gold-toned bokeh and warm highlights. The texture of quality — leather, linen, handwritten notes, fountain pens.

Generic
Handshake
American
Stock
Fluorescent
Lighting
Posed
Headshots

Anti-Patterns

  • ✗ NO generic handshake photos
  • ✗ NO American stock imagery
  • ✗ NO bright fluorescent lighting
  • ✗ NO posed corporate headshots
  • ✗ NO clipart or illustrations

Color Grading Reference

Desaturated → warm shadows → gold highlights. Never cool-toned. Never high-key.

22 — Animation Library
Motion Design
All animations respect prefers-reduced-motion: reduce
SHIMMER
@keyframes shimmer 0% bg-pos: -200% 100% bg-pos: 200% duration: 3s infinite
FADE IN UP
@keyframes fadeInUp from: opacity 0, Y 12px to: opacity 1, Y 0
BREATHE
@keyframes breathe 0%,100%: shadow 20px 0.15 50%: shadow 40px 0.4 duration: 2.5s
BORDER GLOW
@keyframes borderGlow border-color oscillation duration: 4s infinite
GOLD PULSE
@keyframes gold-pulse highlight pulse duration: 3.5s infinite
SUBTLE GLOW
@keyframes subtle-glow opacity: 0.3 → 0.6 duration: 5s infinite
@keyframes dotFadeIn scale: 0.5 → 1 staggered delays per dot
◆
@keyframes float translateY: 0 → -6px duration: 3s infinite
23 — Component Kit
Interactive Elements

Gold CTA Button

background: var(--gold-gradient); color: var(--black); ::after: shimmer overlay 3s;

Glass Input

background: rgba(255,255,255,0.03); :focus border: var(--gold); :focus shadow: gold @ 12% opacity;

Chat Bubbles

Good morning, Arjun. Your portfolio gained ₹1.2L overnight. Would you like a detailed breakdown?
Yes, show me the details

Quick Reply Chips

View Portfolio Set a Goal Talk to Advisor SIP Calculator

Toast Notification

✓ KYC verification successful

Badges & Tags

LEGACY MEMBER KYC VERIFIED CORE TIER

Bottom Navigation

24 — Icon System
Icons Without Dependencies
No icon library is used. Icons are implemented as Unicode characters and inline SVG paths — ensuring zero network overhead and perfect rendering at every size.

Unicode Icons — Common Usage

⌂
Home
U+2302
★
Goals
U+2605
▲
Invest
U+25B2
◇
Chat
U+25C7
✓
Success
U+2713
✗
Error
U+2717
⚠
Warning
U+26A0
◆
Brand
U+25C6
🔒
Locked
U+1F512
→
Arrow
U+2192
₹
Rupee
U+20B9
●
Profile
U+25CF

5-Dot Logo — Inline SVG

The mark is built with pure CSS grid and border-radius: 50%. No SVG file required for the logo — it renders at any size from pure CSS.

.logo-grid { display: grid; grid-template-columns: 1fr 1fr; grid-template-rows: 1fr 1fr 1fr; } .logo-dot { border-radius: 50%; }

Inline SVG for Charts

Sparklines, donut charts, and progress arcs are rendered as inline SVG with CSS animations. No charting library dependency.

Icon Principles

  • ◆ Unicode for simple symbols
  • ◆ Inline SVG for complex graphics
  • ◆ No external icon font or library
  • ◆ Color: gold for active, gray-400 for inactive
  • ◆ Size: 16–24px for UI, 20–28px for navigation
25 — Spacing System
The 8px Grid
All spacing is a multiple of 8px. This creates visual rhythm and ensures consistent density across screens. There are no exceptions.

Spacing Scale

4px — Micro gap, icon spacing
8px — Base unit, list gaps
12px — Compact padding
16px — Default padding
20px — Card inner gap
24px — Section gaps
32px — Card padding
48px — Large sections
64px — Page margins, hero

CSS Spacing Tokens

/* 8px grid — all multiples */ --sp-1: 4px; /* 0.5× */ --sp-2: 8px; /* 1× base */ --sp-3: 12px; /* 1.5× */ --sp-4: 16px; /* 2× */ --sp-5: 20px; /* 2.5× */ --sp-6: 24px; /* 3× */ --sp-8: 32px; /* 4× */ --sp-12: 48px; /* 6× */ --sp-16: 64px; /* 8× */ --sp-20: 80px; /* 10× */

Usage by Context

Page margin 64px
Card padding 32px
Grid gap (3-col) 24px
Input padding 14px 20px
Button padding 14px 40px
Icon gap 8px

The Rule

If a spacing value does not appear in the scale above, it is not an approved spacing. Fractions like 5px, 7px, 11px, 13px do not exist in the BYLD grid.

26 — Tier System
Pricing Tiers & Markets Mode
Edge, Core, and Legacy are pricing tiers under BYLD Wealth. Markets is a mode switch within the same app.
Master
Free
  • Portfolio overview
  • Basic chatbot
  • Goal tracker
  • Advanced analytics
  • Priority support
Edge
₹3,650/yr
  • Everything in Master
  • SIP recommendations
  • Tax harvest alerts
  • Email support
  • Dedicated advisor
Core
₹18,250/yr
  • Everything in Edge
  • Advanced analytics
  • Family portfolio view
  • Priority support
  • White-glove service
Legacy
₹36,500/yr
  • Everything in Core
  • Dedicated advisor
  • White-glove service
  • Estate planning
  • Family office tools

Locked Feature Pattern

Advanced Tax Harvesting

Automated tax-loss harvesting recommendations based on your portfolio composition and capital gains.

🔒 Available in Core & above

Markets Mode Toggle

Wealth Markets
Mode switch in app header
27 — Brand Voice
Two Distinct Voices
◆

Wealth Voice

Warm personal advisor

Good morning, Arjun. Your portfolio gained ₹1.2L overnight. Shall I walk you through the highlights?
Yes, and check my goal progress
Your "Children's Education" goal is 68% funded — ahead of schedule by 4 months. At current SIP rates, you'll reach your target of ₹45L by March 2028.
View Goal Details Increase SIP

Do

  • ✓ Use first name — "Good morning, Arjun"
  • ✓ Speak in conversational, warm tone
  • ✓ Proactively surface insights
  • ✓ Use Indian number formatting (₹1.2L, ₹45Cr)
  • ✓ End with actionable next steps

Don't

  • ✗ Use jargon without explanation
  • ✗ Sound robotic or transactional
  • ✗ Give direct buy/sell recommendations
  • ✗ Omit regulatory disclaimers on advice
▲

Markets Voice

Sharp analyst

NIFTY 50: 22,450 (+1.2%)
Top mover: HDFC Bank +3.4%
FII outflow: ₹1,200Cr
Updated 2 min ago
What's driving HDFC?
Q3 results beat estimates. NII up 24% YoY. Credit growth at 18.5%. Brokerages maintaining BUY with targets ₹1,800-1,950.
View Chart Set Alert

Do

  • ✓ Lead with data — numbers first
  • ✓ Use concise, punchy sentences
  • ✓ Include % changes with color coding
  • ✓ Cite sources and timestamps
  • ✓ Use industry-standard abbreviations

Don't

  • ✗ Be overly conversational or chatty
  • ✗ Give personal financial advice
  • ✗ Present opinions as facts
  • ✗ Skip the regulatory disclaimer

Chatbot UI Patterns

Typing Indicator
Option A Option B
Quick Replies
3
Message Badge
Card Carousel
28 — Brand Applications
The Mark in the World
How the BYLD identity translates across touchpoints — from a 9mm business card to a 512px app icon. Consistency in every context.

Business Card — 90 × 54mm

BYLD WEALTH

Arjun Mehta

Wealth Advisor — Legacy Tier

arjun@byldwealth.com
+91 98765 43210

App Icon — 512 × 512px

512px · 120px · 80px · 48px · 32px

Social Media Avatar — 400 × 400px

Circle for profile photos. Square-rounded for LinkedIn, Twitter/X, Instagram. Always #0A0A0A background. Gold border at 30% opacity.

Email Signature

BYLD WEALTH

Arjun Mehta

Senior Wealth Advisor

arjun@byldwealth.com
+91 98765 43210 · byldwealth.com

SEBI Registered Investment Adviser · INA000XXXXXX

29 — Regulatory Compliance
SEBI & Regulatory Requirements

SEBI RIA Registration Display

All advisory screens must display:

SEBI Registered Investment Adviser
Registration No: INA000XXXXXX
Validity: [Date] to [Date]
Type of Registration: Non-Individual
BASL Membership No: XXXXXXX

Advisory Disclaimer Pattern

Required on all investment-related screens:

"Investment Advisory services offered by BYLD Wealth, a SEBI Registered Investment Adviser. Investments in securities market are subject to market risks. Read all related documents carefully before investing. Past performance is not indicative of future returns."

KYC Mandatory Notice

Displayed during onboarding and account screens:

⚠
KYC is mandatory. Complete your Know Your Customer verification as per SEBI/UIDAI regulations. BYLD Wealth follows SEBI-prescribed KYC norms for all clients.

Dual Mode Compliance

  • BYLD Wealth (RIA Mode)
    Fee-based advisory under SEBI RIA regulation. No commission from product manufacturers.
  • BYLD Capital (Distribution)
    Commission-based distribution under AMFI/BSE regulations. Clear disclosure of commission structure.
  • Mode Separation
    RIA and Distribution modes are mutually exclusive. Users must explicitly switch. Regulatory disclosures update per mode.

Regulatory Bodies & Compliance Areas

SEBI

Investment Advisory & Securities

RBI

Payment & Banking Compliance

UIDAI

Aadhaar & eKYC

IRDAI

Insurance Products

BYLD Wealth · Brand Guidelines v2.0 · Confidential