Exirio vs BMD Kubera

Exirio is the most detailed and insightful investment and portfolio manager app, built and run by finance and computer science professionals. Drop your spreadsheet, and start tracking any investment with ease, in 40+ currencies! Crypto, stocks, ETFs, properties, loans, luxury assets, commodities, investments in private companies, retirement plans and more. VIEW. Get a complete view of your wealth and portfolios, and a definitive understanding of both investment growth and returns. See comparable metrics across investments. Realized and Unrealized Gain, MWR, TWR, Invested Capital, Currency Exposure, Asset Class diversification and more. UNDERSTAND. Currency conversion is at the core of our app, view your investments in the currency of your choice and see the difference between asset and currency performance. TRACK. Add to your Exirio account anything you have invested your money in, anywhere in the world, with just a few clicks. And the tracking begins. DECIDE. Identify the diversification in your portfolio, the real winners and losers among your investments, to allow better informed decisions on your future investment strategy. With Exirio you can safely connect with over 11,000 financial institutions! Banks: Revolut, Morgan Stanley, Stash, Bank of America, HSBC, Credit Suisse, Citibank, Chase, JP Morgan, N26, and more Brokers: Robinhood, Charles Schwab, Interactive Brokers, Vanguard, Etrade, DeGiro, eToro, and more Crypto: Binance, Coinbase, Kraken, FTX, Bitstamp, Crypto.com, and more Exirio implements bank-grade security and has been secure by design since day 1, without exceptions. Your privacy and security is of paramount importance. Read more at https://www.exirio.com/security-overview/ We release updates almost every week, stay tuned for new versions and features! Or send us your questions, suggestions, doubts, critics, compliments or funny memes at contact@exirio.com! We are online 24/7! ■ Twitter: twitter.com/exiriofinance ■ Facebook: facebook.com/exiriofinance ■ Blog: exirio.com/blog Premium Subscription: • To use some of the features in the app, you need a Premium Subscription. • Premium Subscriptions are billed automatically at the rate depending on the selected subscription plan. Privacy Policy: https://www.exirio.com/privacy-policy/ Terms of Use: https://www.exirio.com/terms-of-service/

Our expertise, your wealth story. Steer your investments with a clean and elegant interface using BMD Kubera™. Chart your investment story using our latest app, and invest in Mutual Funds across AMCs, grow consistently with SIPs, create short, mid and long-term Goals, and plan for a relaxed, secure life with SWP (Systematic Withdrawal Plans). Key Features: Investments At-A-Glance: A simple and elegant overview of all your important asset classes such as mutual funds and stocks. Family mode: View, supervise and manage your family members' investments all in one go. Plan, build and sustain long-term wealth for your family. Our SIPahi™ advisory helps you focus on each family member’s portfolio and view family-level aggregate performance consistently from the convenience of your phone. Notifications: Stay on top of your game with crucial updates pushed directly to you, when you need it most. Timely reminders for any upcoming transactions, as well as personalised outreach via the app, directly to your screen. Digital Vault: Get access to key documents, and upload/ download key documents anytime, anywhere. Goals: Create your custom goals and let the app visualise exactly how much you need to meet any goal’s expenses. Link or un-link any investment to particular goals, helping you balance your investments suitable to each goal. SIP + SIP Delay Calculator: The best time to invest? It’s today! While the SIP Calculator shows you your investment journey from the present day, our SIP Delay Calculator allows you to view exactly how much opportunity cost you could incur if your SIP is delayed, enabling you to view an honest beginner’s roadmap. Aim to grow for the long term with easy, gradual investment steps, specifically guided by our expert SIPahi™ advisory. NFO: Participate in the latest investment opportunities. Explore the most updated, live New Fund Offer (NFO)’s. Service Requests: Raise a service request conveniently via the app; be it a Mutual Fund scheme query, portfolio review, clearing crucial doubts, exploring the most suitable investment option or sitting over a coffee and setting goals, our SIPahi™ network is committed to serving you with the best solution possible. Quick Browse: Search for any scheme in the quick browse button and explore a world of investment opportunities. Benefits: Plan your lifestyle with My Goal- Track how YOU can meet expenses for holidays, lifestyle purchases, children’s education or retirement. SIP comparison- Compare SIP performance across any AMC, to help you pick your choice of entry into the investment world. Tailor-made advisory- Your goals, our expert SIPahi ™ advisory. Leverage our deep, trusted market expertise for customised boutique financial products true to your requirements, be it your lifestyle needs or business growth capital. True recommendations: We analyse economic growth drivers, fiscal policy and a host of current affairs to pick sectoral, thematic, cap wise funds as well as protect your downside with debt, overnight or balanced advantage/hybrid funds, and align our SIPahi™ advisory to suit your horizon. About BMD Kubera™: A Digital-First Initiative by BMD Group, a true custodian of trust and renown in the financial services industry. An homage to the Lord of Wealth, Kubera, BMD Kubera™ is a visionary initiative deeply focused on building, sustaining and growing wealth. Embracing the true might of customer-obsession and focused servicing, we deploy the latest experiential digital technology to help clients plan their investments, review portfolios, offer expert SIPahi™ recommendations and customised boutique financial products true to their requirements across lifestyle and business growth. Your lifestyle is our compass, for wealth must be directed as per your dreams.