Mezzi Wealth vs BMD Kubera

Mezzi provides elite financial advice for everyone. See your complete financial picture—and get personalized guidance on what to do next. Mezzi combines an AI financial advisor with net worth tracking and investment portfolio analysis across all your accounts. Mezzi goes beyond tracking: it is an SEC-registered investment adviser. Get guidance for investing, tax-aware strategies, and retirement planning without moving your assets or paying fees based on a percentage of your portfolio. START FREE WITH A COMPLETE VIEW Connect unlimited accounts from thousands of U.S. financial institutions. Track your net worth, investment performance, asset allocation, income, and transactions across investments, banking, liabilities, and other assets. Invite a family member, financial advisor, or CPA to collaborate. UNDERSTAND WHAT YOU REALLY OWN Diversification X-Ray looks through the ETFs and mutual funds in your accounts to reveal overlapping holdings, stock and sector concentration, fund fees, and hidden portfolio risk. Compare performance with market benchmarks and see how your investments work together. ASK MEZZI AI Talk to your portfolio in plain English. Ask questions like: • Where are my tax-saving opportunities? • Am I taking more risk than I realize? • When can I retire? • How should I rebalance across my accounts? • Where do my funds overlap? Mezzi’s answers use your connected account data, not a generic example. UPGRADE FOR ONGOING FIDUCIARY GUIDANCE Paid memberships unlock personalized guidance for: • Portfolio rebalancing and asset allocation • Concentration risk and overlapping funds • Investing excess cash and evaluating investments • Tax-loss harvesting and wash-sale monitoring • Tax-aware contribution and withdrawal strategies • Retirement projections, RMDs, and inheritance planning • Multi-year scenarios and proactive AI alerts STAY IN CONTROL Mezzi uses read-only connections and never sees your bank or brokerage credentials. It does not custody your assets, execute trades, or sell your data. You decide whether to act on its guidance. Featured in Bloomberg and Yahoo Finance. Choose the plan that's right for you. ***Advisory Membership: Get answers*** -Unlimited advice for saving on taxes, investing wisely, and planning retirement. -5 active Delegations -Support by video, phone, and email $39/month, or $399/year ***Concierge Membership: Stay ahead*** Everything in Advisory, and: -Unlimited active Delegations -Advanced AI for complex decisions -Quarterly coaching check-ins -Set-up assistance $99/month, or $999/year ***Free Membership: See everything*** -Full net worth view -Connect all assets and liabilities -Collaborate with a family member -Analyze risk with Diversification X-ray -Up to 10 AI insights each month Privacy Policy: https://www.mezzi.com/privacy-policy Terms of Use: https://www.mezzi.com/terms-of-use All trademarks are property of their respective owners and do not imply endorsement. IMPORTANT DISCLOSURES Mezzi is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Advisory services are non-discretionary. Mezzi does not execute trades or custody client assets. Investing involves risk, including possible loss of principal, and results are not guaranteed. Past performance does not guarantee future results. Tax-related features provide tax-aware investing guidance, not tax, legal, or accounting advice. Guidance and projections may rely on third-party, incomplete, estimated, or delayed data. Only designated advisory features provide investment advice; informational AI content does not. Certain advisory and AI features require a paid subscription. Mezzi’s services are intended for U.S. persons using the platform for personal financial purposes. Review Mezzi’s Form ADV, Form CRS, Terms of Use, and Privacy Policy for complete information.

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.