OFA Client vs Wylth

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.

This platform offers a variety of financial products and tools: Investment Options: • A selection of Mutual Funds • Access to Global Markets • Portfolio Management Services (PMS) • Peer-to-Peer (P2P) Lending Clients can make informed investment choices based on recommendations from their financial advisors. Insurance Coverage: • Automobile Insurance • Health Insurance • Life Insurance • Property Insurance Loan Services: • Loans secured by Mutual Funds • Loans secured by Securities • Loans tailored for Small and Medium Enterprises (SMEs) Portfolio Tracking Features: > Monitor the performance of your portfolio, including investments in the above categories, managed by your financial advisor. > Aggregate and view family-level portfolios. > Get a comprehensive view of your portfolios at a glance. > See overall returns, including dividends and interest earnings. > Stay informed with notifications about key events and financial milestones. > Align your financial goals with your investments and track their progress. > Keep track of your support tickets. > Receive customised portfolio reports via email, tailored to your preferences and family members