OFA Client vs My Planner

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.

My Planner is an all-in-one personal finance app that simplifies mutual fund management. With an amazing user interface and interactive features, you can seamlessly manage your mutual fund portfolio, view all transactions and SIPs, search for various baskets and compare different mutual funds, and check their factsheets. The online investment account creation process is simplified to just 5 minutes, and you can complete the whole transaction journey within the app without having to authenticate the transaction from email. Additionally, mandate authentication can also be completed within the app and can be activated within 2 minutes. With My Planner, you'll be able to get better organised in personal finance and ensure your mutual fund investments are on track.