OFA Client App is the SMARTEST way to track investments, FASTEST way to access your Financial Advisor, SIMPLEST way to manage portfolio and COOLEST way to stay ahead. This app allows clients to be updated about their live investments - 24*7 on the go. With this app enjoy the digital power of transacting, scheduling reports, viewing and much more.
Key features of OFA App:
1. Mutual Fund dashboard
2. Asset-wise Mutual Fund portfolio view
3. Applicant wise portfolio view
4. Scheme wise portfolio status
5. Track NAV for any scheme in your portfolio
6. Check scheme wise/folio wise balance units and current values
7. Email request to receive summary reports
8. Inbox section to receive alerts/reminders/articles and much more from your Advisor
If you have a Financial Advisor who is registered with OFA, then you can easily install and use on the go.
**Meant for Clients of Advisors who are registered with OFA. Mutual Fund Investments are subject to market risks. Read all scheme related documents carefully before investing. Although due care has been taken, we do not guarantee accuracy, completeness and authenticity of the information. This is only a utility and shall not be construed as any investment advice. We are not responsible for any discrepancies in any case whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of information. OFA cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing in this mobile app & its website. Clients are advised to take expert advice before taking any decision. You may please refer respective AMC website for more details.