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- Fundexpert
- Fundexpert Vs. OFA Client
Fundexpert vs OFA Client Kullanım & İstatistikleri
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
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- BOŞTA
- Finans
Mağaza Sıralaması
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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.
- Apple App Store
- BOŞTA
- Finans
Mağaza Sıralaması
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Fundexpert ile OFA Client için sıralama karşılaştırması
Son 28 gündeki Fundexpert sıralama trendini OFA Clientile karşılaştırın
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Fundexpert vs. OFA Client ülke karşılaştırmasına göre sıralama
Son 28 gündeki Fundexpert sıralama trendini OFA Clientile karşılaştırın
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Ücretsiz deneme sürümümüzü kullanarak istediğiniz siteyle karşılaştırın
Fundexpert VS.
OFA Client
Aralık 14, 2024