Fundexpert vs OFA Client Utilisation & Stats

COMPLETELY PAPERLESS Get ready to invest in 5 minutes, no exchange of papers or paperwork required. INVEST IN THE BEST We always suggest funds which are rated best based on historical performance, volatility and have an optimistic future prospect. FLEXIBLE BASKET Even when we suggest you a basket, you have complete power to remove a fund or change the amount you want to invest in a specific mutual fund. CALCULATED RISKS On FundExpert, we select the right asset allocation for you and then suggest you funds to buy so that you never take more risk than you should. TYPE OF STRATEGIES Get Buy, Redeem, Switch, STP plans on your investment and execute that in one click. Even if you have not bought from us you can redeem external holdings. SHOP YOUR MUTUAL FUND Select wish list of funds of your choice in cart, so you can pay for them later. Be it one time or SIP. PORTFOLIO HEALTH CHECKUP Know the performance of your portfolio & get the quality and health checkup of your portfolio done. EXPERT SUPERVISION Our algorithms keep looking over the market for potential downfall and send you an alert whenever any action is required. HIGHEST TAX-FREE RETURNS ELSS funds have shown highest historical returns compared to other Tax-Saving Investment options. TAX-FREE CAPITAL GAINS The principal amount, as well as all capital gains are completely tax-free. LOWEST LOCK-IN Just a 3 year lock in period, which is the shortest among all other Tax-Saving Investment options. INVESTMENT PROOF Choose One-Time or Monthly SIP option and download Investment Proof for hassle free IT Returns. GOAL BASED INVESTMENT Now assign goals to multiple Mutual Fund Holdings and keep track of there completion. NEW FUND OFFERS Invest early in New Mutual Fund Schemes, again completely paperless. STOCK PORTFOLIO UPLOAD Now upload NSDL/CSDL file and get your stocks portfolio live on a click. Get short term, medium term and long term projections. CALCULATORS Check how much you need to invest monthly for a particular target or check how much you will get in returns if you invest monthly for desired years. FAMILY ACCOUNTS Now manage portfolio of your family members under single profile, add as many as you want and keep track of there investments. MAKE AUTO PAYMENTS Get your bank mandate done in single click And start SIP, so that you don't have to remember dates of SIP. INVITE SHARE & EARN Invite and Share your app in a jiffy. RESOURCES Learn about different types of mutual fund schemes and how they contrast in returns from different asset classes. ALWAYS THERE FOR SUPPORT If you have any queries, you can connect with us on support@fundexpertfintech.com and our team will be happy to help you. Member name: Kotak Securities Limited SEBI Registration Code: INZ000200137 Member Code: NSE: 08081 | BSE: 0673 | MCX :56285 | NCDEX :1261 Registered Exchange/s name: NSE, BSE, MCX, NCDEX Exchange approved segment/s: Cash, Futures and options, Currency, Commodity