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OFA Client

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 dashboard2. Asset-wise Mutual Fund portfolio view3. Applicant wise portfolio view4. Scheme wise portfolio status5. Track NAV for any scheme in your portfolio6. Check scheme wise/folio wise balance units and current values7. Email request to receive summary reports8. 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.

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.

Category : Finance

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Reviews (27)

ila. P. Jan 8, 2022     

Dear OFA Team, I have been trying to check my portfolio details but not updated properly, payment done last 6 days before since not updating the latest details including SIP count. And some times Apps not working getting oops error message. Please try to fix the basic issue.

shu. c. Apr 14, 2022     

The most slowest app i ever seen. Its been freeze from last 6 days, i can't even check my folio.

Ria. D. Apr 17, 2022     

App is not showing anything after opening.. Not asking for login details or anything else.

Shr. S. May 4, 2022     

The app is not working. After entering PAN number and mobile number, it says "Failed".

man. k. r. May 24, 2022     

The invested value not show completely, the partial amount show, I thing it not show more then 8k

Ami. R. May 3, 2022     

Very friendly and easy to handle app to know all your investments at one place. Sushil ji

Abh. S. Apr 3, 2022     

Not updating amount since one month...i withraw some amount bt still showing incorrect portfolio value.

Man. C. Apr 12, 2022     

The issue is sometime it work very smooth but somday it does not open.

Siv. B. Jan 14, 2022     

The is freezing for last 2 weeks. Tried reinstalling the app. But still it doesn't work.

Atu. G. Jan 17, 2022     

Worst application performance ...its lagging alot in start up ...sometime got blank with screen saver page only ...please update the app ...to remove flurry of it buggs

Pra. Feb 12, 2022     

Worst app. Not getting login. Showing my pan no wrong. It mean i don't know my pan no. Very funny. Whereas i used the app with same pan no & mob no before 6-8 months. Worked. So i uninstalled the bekar app.

Gau. K. Apr 18, 2022     

App is not displaying login screen. Please look into this.

Raj. S. Dec 2, 2020     

App crashes simply. Not able to login suddenly. Please atleast provide some support page etc. Worst experience. Update 22nd Nov. No update or support. Still the app crashing. Update. Still waiting for a solution. 100th time installed and the app crashes right after confirming the "Accept Condition/Agreement". No one bothers...it could be my phone but I need evidence. Using S9+.

KUN. M. Dec 29, 2021     

Dear team, I am a new customer, using OFA app for SIP, facing some issues in online transaction, my partner already given me access for invest more & redeem, but when I'm opening this it's showing u haven't access contact your partner.. Please do as soon as possible..

aam. k. Feb 1, 2020     

I have been using this for more than 6 months, was working fine and was pretty much impressed until last week , but now it shows a pop-up after login saying "it seems you don't have permissions to use this " on screen letting me do nothing.. seems to be a bug and I'm hoping this will be fixed soon before I uninstall it.

Vij. S. Jan 18, 2022     

Hi team , not able to login into account as app is getting stuck on splash screen.

sha. p. Jun 8, 2020     

The App is not working since past 3 days as I am unable to see the Fund details. After typing in the Pan and the mobile No , the App says that verification code is sent to my mobile no. But the code never arrives. I have uninstalled and reinstalled the App, and switched off and again switched on the mobile but still no success. Can you pl help sort out the issue. Am unable to use the App at all.

Amr. K. N. Jul 4, 2020     

After current updates, I'm not able to login inside the App. After giving the PAN and Phone number, it shows as "fail". Please fix this issue. I do have an account in it. I have been using it since the last two years and suddenly I cannot.

Him. A. May 29, 2019     

They don't have any link to contact customer care incase we have any issues. They display Advisor Photo also while loading the app which is very annoying. why you need to show the photo? i know who my advisor is you don't have to remind me again and again.

Kam. P. Mar 20, 2020     

Last 2 years I have been using. This year not going to Renewal. There is folios missing. for some folios, Invested amt or Total value showing irrelated amount value. When there is no proper data then why we want to use this app. TOTAL WASTE.

KAR. P. Nov 24, 2021     

Dear Sir/ Madam, I have been trying to check my Portfolio since yesterday. But the app doesn't move beyond the Home screen. The log-in simply doesn't appear. I have been using the App for sometime now on my One Plus Phone. But this is probably the first time I am experiencing this kind of a problem. Plz look into the matter and fix it at the earliest so that I can see my investment statements. Regards Karthik Panicker

Roh. C. Sep 18, 2018     

App is getting crashed and not allowing to login after latest update. Not sure if issue is device specific but looking at the comments it looks like it is happening for most people. Please fix issue as soon as possible.

Ash. G. Mar 4, 2020     

Unable to log in after 27/2. update. Sent u an email stating all defects but no response. Auto generated OTP not matching. After updating also problem still persists ' OTP not matching' Your updates are of no use. Still unable to login. Always showing 'OTP not matching' . Pl check your software or your OTP sent.

Anu. K. Apr 22, 2019     

The app has serious sync issues. My investments never show up on time and I have to keep asking my financial advisor. There is inconsistency on the app itself - items show up under My investments at times and not under the My SIP section. The new updates aren't very special too.

R.K. M. Apr 14, 2021     

Someone nicely suggested to add "Data loaded as on......dd-mm-yy....". The developers probably understood Click time of the app and coded. We know the time when we start the app. Needless. It should be last transaction update date/time(business date) not system time.Kindly analyze the logic and update.

Aks. K. Feb 20, 2022     

Poor interface, not all the mutual funds get shown ... Bugs all over the app, investment shoes lesser than actual invested amount

Say. D. Oct 14, 2021     

Trash App. 90% time you will not be able to login. Even if it opens, freezes for next 2-3 minutes. No proper details and analysis of portfolio. Basic features are missing and UI is 3rd class.