OFA Client 4.5.7 - App Store

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About OFA Client

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...

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.

Version History Welcome to the OFA Client App — featuring a complete redesign and a brand-new interface for easier use and smoother navigation. 4.5.7 Mar 19 Welcome to the OFA Client App — featuring a complete redesign and a brand-new interface for easier use and smoother navigation. 4.5.6 Feb 17 Welcome to the new OFA Client App — featuring a complete redesign and a brand-new interface for easier use and smoother navigation. 4.5.5 06/26/2025 Bug Fixes 4.05.4 06/05/2024 New Feature Launched 4.05.3 03/20/2024 Bug Fixes 4.05.2 12/08/2023 Bug Fixes 4.05.1 03/04/2023 Bug Fixes 4.05 01/27/2023 Bug Fixes 4.04 12/23/2022 Bug Fixes 4.03 10/14/2022 Bug Fixes 4.02 09/24/2022 Bug Fixing 4.01 08/05/2022 Bug Fixes. 4.00 07/20/2022 *All NRI & NRO Tax status would be supported for UCC creation *Investments with same folio & Scheme for an investor available in multi ARN scenario would be shown consolidated. *Artificially created SIP records would be displayed in case SIP registration records are not received from RTA. * Bug fixes are done, 3.99 07/11/2022 -Frequency selection issue is fixed while initiating an SIP -NFO can now be purchased through your app 3.98 03/02/2022 -Frequency selection issue is fixed while initiating an SIP -NFO can now be purchased through your app 3.97 02/15/2022 -Frequency selection issue is fixed while initiating an SIP -NFO can now be purchased through your app 3.96 12/31/2021 Capital gain report is now available to download with and without dividend calculation. 3.95 11/27/2021 Bug fixes and improvement 3.94 11/13/2021 User can now see upcoming SIP's under "My SIP" section using "SIP starting Shortly" Feature 3.93 10/06/2021 -User will be able to initiate new investment in existing folios. -Under process debit mandates would be shown while transacting online. 3.92 08/02/2021 -User will be able to initiate new investment in existing folios. -Under process debit mandates would be shown while transacting online. 3.91 07/21/2021 * Now you can help your friend to invest in MF using "Refer A Friend" option through App. * Unit based Switch & Redemption can be done through the app. * Folio wise details can be viewed for your clients. 3.9 06/17/2021 * Now you can help your friend to invest in MF using "Refer A Friend" option through App. * Unit based Switch & Redemption can be done through the app. * Folio wise details can be viewed for your clients. 3.8 04/19/2021 *Optimized for iOS 14 *Improved Login procedure. *Improved Performance. 3.7 10/13/2020

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Previous Versions

Here you can find the changelog of OFA Client since it was posted on our website on 2023-09-08 12:10:11. The latest version is 4.5.7 and it was updated on 2026-06-25 06:44:28. See below the changes in each version.

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