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Screenshots

  • Om Sai Wealth screenshot 1
  • Om Sai Wealth screenshot 2
  • Om Sai Wealth screenshot 3
  • Om Sai Wealth screenshot 4
  • Om Sai Wealth screenshot 5
  • Om Sai Wealth screenshot 6
  • Om Sai Wealth screenshot 7

About Om Sai Wealth

Om Sai Wealth 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 Om Sai Wealth.


Key features of Om Sai Wealth:

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.

What’s new

Version 1.1 · Updated April 10, 2023

initial release

Alternatives to Om Sai Wealth

Looking for apps like Om Sai Wealth? 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 Sai Wealth vs. alternatives
App Rating Price Installs
Om Sai Wealth – Free 5+
OFA Client 3.7 / 5 Free 100,000+
Money Tree by Vadiraj – Free 0+
Investor Gallery – Free 5+
ATHARV INVESTMENT – Free 0+
VR Mutual Funds – Free 1+
My investment – Free 10+

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