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  • TRUE WAY WEALTH screenshot 1
  • TRUE WAY WEALTH screenshot 2

About TRUE WAY WEALTH

TRUE WAY 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 MFDs are registered users of TRUE WAY WEALTH.


Key features of TRUE WAY WEALTH 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.

User reviews

Milind Jagtap
Milind Jagtap
Excellent experience while using application as compared to banks investment application. Detail report avaliable related to funds and easy to analyze the investment.
Sagar Tatke
Sagar Tatke
excellent application for all financial help. will recommend to everyone.

Alternatives to TRUE WAY WEALTH

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TRUE WAY WEALTH vs. alternatives
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