OFA Client vs Sun Services Wealth

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.

Sun Services is a white-label mutual fund investment platform designed to help investors manage and track their mutual fund portfolios with ease. The app offers a secure, transparent, and convenient way to view holdings, monitor performance, and stay updated on market-linked investments. With intuitive navigation and real-time portfolio insights, Sun Services makes investing simpler and more accessible whether you are a new or experienced investor. Key Features Secure Mutual Fund Investing Invest in a wide range of mutual fund schemes through approved and regulated platforms. Comprehensive Portfolio Tracking View your holdings, asset allocation, transaction history, and portfolio performance in real time. Goal-Based Investing Tools Create and track financial goals with SIPs and lump-sum investments. Smart Notifications Receive updates on transactions, SIP reminders, and important portfolio alerts. Fast & Seamless Onboarding Complete KYC and start investing quickly through a secure and compliant process. Expert Support Get guided assistance from your mutual fund distributor whenever needed. Security & Compliance Sun Services follows industry-standard security practices to ensure safe transactions and data privacy. All mutual fund investments are processed through registered and regulated channels.