Stay on track with your portfolio on the go!!
OFA Client is created for mutual fund investors to track and monitor their mutual fund schemes, request for portfolio reports, view transaction details, know upcoming SIPs and much more. This uniquely created app is only restricted to those clients whose IFAs are registered users of OFA Plus.
Key features of OFA Client App:
1. Mutual Fund dashboard
2. Asset-wise Mutual Fund portfolio view
3. Applicant wise portfolio view
4. SIP Dashboard
5. Scheme wise portfolio status
6. Online transaction facility (Exchange integrated)
7. Track NAV for any scheme in your portfolio
8. Email request to receive summary reports
Disclaimer: 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.
Bunch of New Benefits has been added
•Now Client can initiate transaction from client app
•Minimum transaction amounts for any transaction
•Bunch of Financial calculators are Added
•Scheme performance with single click
•XSIP Transaction through BSE
Ratings and Reviews
Does not update
**** It works fine now. Issue resolved.
Earlier Review :
Though It appears to be good app, I noticed, it does not update to the real time nav. It looks like no one who can take care if this issue. I have escalated through my investment managers, but of no use. It looks like it has issue with iOS devices which needs to be addressed on priority.
Not fully tested, crashing on almost every step in app from register to pin setup
Your testing team did not tested the app fully, even the basic working of app is not working and it’s crashing on almost every section... I did not even able to see my dashboard after setting the pin, it keep crashing... testing and development team must focus on it and fix the issues before it goes to production....
Quite useful, at a glance gives you a great vibes of your portfolio across multi agents.
Generates a couple of useful reports for you to understand how are your investments shaping up.. the only drawback is the investment done using a DMAT account does not get reflected here. Nevertheless 5 stars !
- FFREEDOM INTERMEDIARY INFRASTRUCTURE PRIVATE LIMITED
- 46 MB
Requires iOS 10.1 or later. Compatible with iPhone, iPad and iPod touch.
- Age Rating
- Rated 4+
- © Ffreedom Intermediary Infrastructure Pvt Ltd
Up to six family members will be able to use this app with Family Sharing enabled.