Arta Finance vs BMD Kubera

Arta Finance is a digital wealth platform designed for next-gen wealth builders, providing access to elite investments, expert connections, and insightful tooling to help them grow their wealth with confidence. Unlike mass-market robo-advisors or old-school private banking, Arta offers a personalized, tech-driven experience that empowers its members to manage their financial future on their terms. Lower minimums. Transparent pricing. Greater access. Discover smarter investing with AI-driven wealth strategies, only at Arta. Core Benefits: • Personalized AI wealth strategies • Access to experts when you need it (for that human touch) • Best-in-class security and privacy • Modern, user-friendly technology • Lower minimums and transparent pricing Key features: • Public Markets: invest intelligently with quant strategies and custom portfolios • Private Markets: Access exclusive investments in private equity, private credit, venture capital, and real estate. • Cash Management: Access higher interest than most savings accounts, while keeping your cash liquid, with U.S. treasuries • Structured Products: Custom solutions designed to achieve specific investor goals • Tax Advantaged Strategies like cash value life insurance and direct indexing • Portfolio Recap and Insights: 24/7 access to insights and updates on your portfolio Set up your free account in minutes Sign up with Arta to see our latest investment offerings, connect with expert planners, and view the latest exclusive virtual events with private fund managers. Important Disclosures The information displayed on this page is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Investing involves risks, including the potential for principal loss. There can be no assurance that any Arta Finance investment will achieve its objectives or avoid substantial losses. Past performance is no guarantee of future results. The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest.

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.