OFA Client vs myCAMS Mutual Fund App Usage & Stats

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.

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myCAMS Mutual Fund App

With myCAMS, stay connected to your Mutual Fund investments anywhere, anytime myCAMS brings a host of features - get a one view of your MF portfolio, open new folios, purchase, redeem, switch, set up SIP and more. The app facilitates faster, easier and smarter ways to transact in Mutual Funds. myCAMS is your single gateway to multiple Mutual Funds which includes Aditya Birla Sunlife MF, Bandhan MF, DSP MF, HDFC MF, HSBC MF, ICICI Prudential MF, 360 One MF, Kotak MF, Mahindra MF, PPFAS, SBI MF, Shriram MF, Tata MF, Union MF, WhiteOak Capital MF,Franklin Templeton MF,Navi MF,Helios MF ,Zerodha fund house ,Angel One Mutual Fund , Unifi Mutual Fund , JioBlackRock Mutual Fund and Taurus Mutual Fund. Awards and Accolades - Won Best Financial App Award at GMASA for three consecutive years since 2015 - Best use of Digital Platform for Mutual Funds at Drivers of Digital Awards 2017 - Winner of Best Application of Technology at CX Strategy Summit and Awards 2018 myCAMS is secure and does not store any information on your device or SIM card. Download and stay connected to your Mutual Fund investments…. always. KEY FEATURES Access your investments across multiple Mutual Funds through a Single Gateway; No more managing multiple PINs, Folios numbers, login ids • Biometric/MPIN login – Simplified your myCAMS login process now. Just pick your preferred login methods – Biometric, MPIN or Password right away • Two factor authentications for enhanced security • PAN Level Portfolio View – Track and manage your family wrap portfolio conveniently • First time investor into CAMS serviced Funds - open a new folio and update FATCA with ease, without forms, cheques • NFO schemes - Purchase NFO schemes directly from the myCAMS app • Submit additional purchase, redemption, and switch instructions effortlessly • SIP – is intuitively designed to bring speed and ease to commencing new SIPs. It innovatively uses the power of prefilled forms in combination with electronic payment options. Also use net banking, existing common mandate and register new eMandate to start a new SIP • Lump sum purchase with Mandate – By-pass net banking and do lump sum purchase choosing common mandate • Redemption Guide - Select investments with the most economical exit implications • Manage your Systematic transactions - Keeping track of multiple SIP/STP/SWP is a breeze, now • myFavourites – Save your favourite transactions, view the preferred ones on the main menu and alter the transaction amount as desired using myFavourites. • myWishlist – Monitoring your investments got even easier. Just add the schemes you want to track to ‘myWishlist’ and view their performance on the go. • Scheduled Transaction option will allow investors to set up future Mutual Fund transactions • Consolidated Realized Gain Statement - Now includes LTCG on equity-oriented schemes • Grandfathered statement - Single view of equity schemes investments with 31st Jan’18 NAV and valuation • Get a one view of your ELSS investments with a customized statement