BYLD Wealth

AI-Powered Wealth Management for India's HNI Families

Confidential · March 2026
BYLD Wealth · Investor Presentation 01 / 05
The Opportunity

The Indian HNI Wealth Gap

01
01

₹85L Cr in HNI assets scattered across 6+ platforms with no unified view

02
02

₹12,400 average annual tax leakage per family due to fragmented advisory

03
03

78% of HNI families have no estate plan, risking generational wealth loss

BYLD Wealth · Investor Presentation 02 / 05
Our Solution

Meet MIA — My Intelligent Analyst

MIA
📊

Portfolio Intelligence

Unified view across MF, stocks, insurance, real estate, gold & crypto

💰

Tax Harvesting

AI-driven capital gains optimization saving avg ₹12,400/year per family

🏠

Estate Planning

Digital will creation, nominee management & succession workflows

📈

Markets Analysis

Real-time insights, research picks & intelligent rebalancing alerts

208 Screens
11 CSS Files
100% Production-Ready
BYLD Wealth · Investor Presentation 03 / 05
Traction

Building Trust at Scale

10,000+ HNI Families Active on the platform
₹2,400Cr+ Assets Under Advisory Growing 22% QoQ
SEBI Registered INA000014252
11/11 DPDP Compliance Full Data Protection
BYLD Wealth · Investor Presentation 04 / 05
Pricing

Three Tiers, One Mission

BYLD One ₹3,650 per month
  • Consolidated portfolio view
  • MIA basic chat
  • SIP management
  • Tax summary reports
  • Goal-based planning
BYLD Edge ₹18,250 per month
  • Everything in One
  • AI tax harvesting
  • Dedicated advisor
  • PMS & AIF access
  • Priority MIA intelligence
BYLD Legacy ₹36,500 per month
  • Everything in Edge
  • Family office dashboard
  • Estate & will planning
  • Multi-generational view
  • White-glove concierge
vivek@byldwealth.in byldwealth.in
Let’s build wealth together.
BYLD Wealth · Investor Presentation 05 / 05