PMPK Wealth vs. OFA Client Utilizzo e statistiche
PMPK Wealth is a FREE app brought to you by PMPK Wealth
This FREE App is for Investors to track their Investment Portfolio and know about our services.
Products covered include Mutual Funds & Equity Shares.
Key Features:
1. Investor Onboarding in 5 min.
2. Complete Paperless Process
3. Family Portfolio - Check updated Family Portfolio.
4. Applicant Portfolio - Check updated Applicant wise Portfolio.
5. Asset Allocation - Get the details of your Net Worth and its composition.
6. Sector Allocation - Get to know sector-wise allocation of your investment.
7. Scheme Allocation - Total exposure in different schemes and its current value.
8. One Day Change - Check how your Schemes performed yesterday.
9. Latest NAV - Track the NAV for any schemes.
10. Scheme Performance - Check the Top Performing Scheme based on returns.
11. By Folio - Check your scheme-wise and folio wise balance units and current values.
12. Tools - Contains different financial calculators for your help.
PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by PMPK
To get an account with us please email us at pmpkwealth@gmail.com
- App Store di Apple
- Gratis
- Finanza
Classifica degli store
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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.
- App Store di Apple
- Gratis
- Finanza
Classifica degli store
- -
PMPK Wealth VS. 
OFA Clientgennaio 6, 2025