Tier System — BYLD Wealth Design System

Plans

Choose Your Plan

Unlock premium wealth advisory features

Master

Free forever

Basic portfolio view
2 financial goals
Email support
Chatbot access

Edge

₹3,650/yr + GST

Advisory basics
5 financial goals
Chat support
BYLD Score insights

Core

₹18,250/yr + GST

MOST POPULAR

Full advisory suite
Unlimited goals
Priority support
Tax loss harvesting
Insurance analysis

Legacy

₹36,500/yr + GST

Dedicated advisor
Estate planning
Family accounts
White-glove service
Concierge support

1 — Tier Comparison

Badge System

Profile Header

Rahul Sharma

BYLD Core Member

Badge Variants

Master

Edge

Core

Legacy

In-App Contexts

Dashboard Header

Tier dot in navigation bar

Core

AI Chat Messages

"Core Advisory" on AI responses

Core Advisory

Fund Recommendations

Exclusive insights marker

Core Exclusive

Profile Section

Legacy crown indicator

Legacy

2 — Premium Badges

Good morning

Rahul

Net Worth

₹42.8L

+8.4% YTD

Home

₹24L / ₹50L

Education

₹8L / ₹20L

Tax Loss Harvesting

Save ₹1.2L this quarter

Upgrade to Core to unlock

Estate Planning

Will, trust & succession

Upgrade to Legacy to unlock

3 — Locked Features

Try BYLD Core free for 14 days

→

Good morning

Rahul

You've reached your 2-goal limit

Upgrade to Edge for 5 goals, or Core for unlimited.

14-day free trial available

Portfolio Value

₹42.8L

+8.4%

Master Plan Usage

90%

You're using 90% of Master features. Unlock more with Edge.

Explore Edge

4 — Upgrade Prompts

Dashboard by Tier

Master Dashboard

Portfolio Value

₹42.8L

Equity

₹28.2L

Debt

₹14.6L

Limited view · 2 goals · No AI insights

Legacy Dashboard

Rahul Sharma

Legacy Member

₹4.2Cr

Equity

₹2.8Cr

Debt

₹92L

Real Estate

₹38L

Offshore

₹12L

Priya Menon, CFA

Your Dedicated Advisor

Contact

AI Insight

Rebalancing opportunity: Shift 8% from debt to international equity for better risk-adjusted returns.

Family Accounts

Rahul

Anita

Vivek

Add

5 — Dashboard by Tier