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Screenshots

  • OM FINANCIAL SERVICES screenshot 1
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  • OM FINANCIAL SERVICES screenshot 3
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About OM FINANCIAL SERVICES

OM FINANCIAL SERVICES 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 MFDs are registered users of OM FINANCIAL SERVICES.


Key features of OM FINANCIAL SERVICES 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 MFDs 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.

What’s new

Version 4.9.20 · Updated September 9, 2021

Initial Release

User reviews

Sandeep Ratewal
Sandeep Ratewal
Excellent all at one place
gurinder singh
gurinder singh
A good user friendly app by a great financal adviser
Rahul Mishra
Rahul Mishra
Awesome
Vikas Tomar
Vikas Tomar
very good app for investing
Jatin Yadav
Jatin Yadav
AWSM APP

Alternatives to OM FINANCIAL SERVICES

Looking for apps like OM FINANCIAL SERVICES? Here are 6 similar Android apps on Google Play. The highest rated is OFA Client (3.7/5), and all 6 are free to download.

OM FINANCIAL SERVICES vs. alternatives
App Rating Price Installs Last updated
OM FINANCIAL SERVICES – Free 100+ Sep 9, 2021
OFA Client 3.7 / 5 Free 100,000+ –
Soni Smart Invest – Free 1+ –
Giri Investments – Free 100+ Dec 21, 2024
4A FINVEST SERVICES – Free 5+ Feb 17, 2023
BIDS WEALTH – Free 10+ Feb 15, 2023
Roy Finserv – Free 10+ Feb 15, 2023

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