OFA

Personal Finance & Investment Tracking Softwareofaapp.com

OFA is a New Delhi-based mobile app, founded in 2018, that enables retail mutual fund investors in India to track scheme holdings, request portfolio reports, and view transaction details.

Company typePrivate
Founded2018
HeadquartersNew Delhi, India
Headcount11–50
GTM typeB2C
OfferingSoftware

OFA firmographics

Firmographics

Name: OFA
Website: https://ofaapp.com
Company type: Private
Founded year: 2018
Headcount range: 11–50 employees
Short description: OFA is a New Delhi-based mobile app, founded in 2018, that enables retail mutual fund investors in India to track scheme holdings, request portfolio reports, and view transaction details.
Ownership category
akta.pro rank

OFA industry classification

Industry

Product category: Personal Finance & Investment Tracking Software
NAICS: Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
SIC: Investment Advice (6282)
akta.pro primary industry: Investment Management Advisory (RIA) (FSAEAAAB)
akta.pro secondary industry: Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

Mutual fund tracking
Portfolio monitoring
Investment tracking app
Personal finance app
Portfolio reporting

Where OFA is headquartered

Location

Headquarters

HQ city: New Delhi
HQ country: India
HQ region: Asia

Markets served

OFA business model

Business model

GTM type: B2C
Offering type: Software
Cost components: Technology or R&D, Personnel, Marketing or Sales, Operations

OFA product offering

Product offering

Core offering

OFA is a mobile application that allows investors to track and monitor their mutual fund schemes, request portfolio reports, and view transaction details. The app is positioned as a personal finance utility for retail mutual fund investors seeking consolidated visibility across their holdings.

Differentiator

Problem solved

Functional benefit

Companies that use OFA

Customer profile

Ideal customer profiles1 record

OFA technology and API

Technology

Technology focussed Yes

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

OFA competitors and assessment

Company assessment

Broad incumbents

Moneycontrol: Comprehensive Indian financial data and personal finance platform with portfolio tracking, mutual fund data, and transaction views. Comparable to OFA on MF tracking and reporting, though embedded in a much larger financial-media ecosystem.
Paytm Money: Large Indian retail investment platform backed by Paytm, offering mutual fund tracking alongside stocks, ETFs, and NPS. Comparable to OFA on MF tracking but operates as a broader multi-asset incumbent with far greater scale.

Direct peers

Kuvera: India-focused direct mutual fund platform that lets investors track schemes, view holdings, and manage portfolios. Closely comparable to OFA in target audience (Indian MF investors) and core tracking/portfolio-reporting functionality.
Value Research: Long-standing Indian mutual fund research and analytics platform offering scheme tracking, comparison, and portfolio tools. Comparable to OFA on the MF tracking and reporting axis, with a stronger research/analytics legacy.
FundsIndia: Indian mutual fund platform offering scheme tracking, portfolio reports, and transaction history for retail investors. Directly comparable to OFA's core feature set and Indian retail-investor focus.
Zerodha Coin: Mutual fund tracking and investment product from India's largest retail broker. Comparable to OFA in offering MF scheme tracking, portfolio view, and transaction details, backed by Zerodha's large distribution base.
INDmoney: Indian "super money" app that consolidates tracking of mutual funds, stocks, EPF, and other assets with portfolio reports. Directly comparable to OFA's MF tracking and transaction-detail value proposition in the Indian market.
ETMONEY: Times Group-owned Indian personal finance and mutual fund platform with portfolio tracking, transaction history, and reporting features. Overlaps with OFA on MF scheme tracking and Indian investor targeting.
Groww: One of India's largest retail investment platforms offering mutual fund tracking alongside stocks and ETFs. Comparable to OFA on MF tracking, transaction views, and Indian retail-investor focus, though with a much broader product set.

Regional players

Personal Capital (Empower): US-based portfolio tracking and wealth management tool (now part of Empower) that aggregates holdings, transactions, and reports across accounts. Functionally analogous to OFA but operates in North America rather than India, making it a regional rather than direct competitor.

Market position

Customer concentration

OFA financial estimates

Financial estimate

Revenue estimate

Valuation estimate

OFA leadership team

Management profile

Number of profiles

OFA funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

OFA M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OFA

What does OFA do?

When was OFA founded?

OFA was founded in 2018. It employs 11 to 50 people.

Where is OFA based?

OFA is headquartered in New Delhi, India, in the Asia region.

Who are OFA's main competitors?

Broad incumbents on record are Moneycontrol and Paytm Money. Direct peers are Kuvera, Value Research, FundsIndia, Zerodha Coin, INDmoney, ETMONEY and Groww. Personal Capital (Empower) is listed as a regional player.

Does OFA have an API?

No public API is recorded for OFA.

What industry is OFA in?

OFA's product category is Personal Finance & Investment Tracking Software. Its primary akta.pro industry code is FSAEAAAB, Investment Management Advisory (RIA), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.