MF Portfolio
Your consolidated mutual fund portfolio on the OFA Client app — current valuation, SIP status, capital gains and downloadable statements across all your folios.
- Live portfolio valuation
- SIP dates and instalment history
- Capital gains statements for filing
- Transaction and account statements
Analytics
Portfolio analytics and reporting — asset allocation, XIRR, goal tracking and scheme-level performance across your folios.
Figures shown in Analytics are indicative and derived from registrar data. Your account statement from the AMC or RTA remains the record of truth.
Open AnalyticsQuick Access
The other links people ask for most often.
Open a Demat account Track Demat application status Check KYC status (CVL KRA) MF Central — consolidated view CAMS — RTA services KFinTech — RTA services AMFI — investor cornerWe will never ask for your password or OTP. VK Finserve does not hold your login credentials and cannot see them. Nobody from our office will ever ask you for a password, an OTP, a net-banking credential, a card PIN or a CVV, and we will never ask you to transfer money to a personal account. If anyone claiming to represent us does so, report it immediately to veerukumar78@gmail.com and to the national cybercrime portal at cybercrime.gov.in or by calling 1930.
Login trouble, in three common forms
First-time access
If you have invested through us but never used the portfolio app, write to veerukumar78@gmail.com from your registered email and we will have credentials issued to you.
Forgotten password
Use the forgot-password option inside the app or the portal itself — the reset link goes to your registered email. We cannot reset it for you, by design.
Something looks wrong
A missing folio or a figure that looks off is usually a registrar data lag. Tell us what you are seeing and we will reconcile it against the AMC records.
Prefer we just send you the statement?
Ask us for a consolidated statement, a capital gains report or a folio summary and we will email it across — no login required.
