Plz contact me

Nil

Need to ofa client app

Simply superb OFA.

Good OFA

OFA portal is very useful. I was looking for a good portal and came across it. I use it to grow my business. Very useful and user friendly. Mobile app is very well designed. relationship managers are just a call away. they are very courteous and professional.

I am also using ofa and it is very good platform under minimum cost

I am one of the privileged IFAs to be using OFA. The ease that OFA offers to me as an Advisor is immense with its broad spectrum of reports on offer for the client. The clients entire gamut of reports is at the finger tips of an Advisor. OFA is truly made for the Advisor community, to help us grow our business and our reputation while servicing the client. OFA truly helps you to engage a client, implement and service the client to his full satisfaction. Well done, Team OFA ! Regards, Sudarshan Bangalore

I have been OFA platform for the past one year. It has helped to ensure i am able to track all my customer transactions, any rejections etc. Thanks to the support of Amrita and her team , any issues when raised are addressed soon as possible The OFA app is going to be game changer, the user can now view his portfolio on the go and once integrated with NSE can do the transactions on the go.I have shared it with existing investors and review has been overwhelmingly positive Waiting for IOS version as couple of big investor have IOS. Also it should have option where distributor can initiate the transaction and investor can complete the same on any fund

Thanks to Axismf for there bold steps and provide us such a nice platform like ofa(shubchinkat) at reasonable prices, they think beyond competition and provide a platform for entire Mf industries,Now each & every advisor will able to become a part of digital media & which help to do business easy & cost effective. Advisor reach & publicity also increases by the help ofa ping & clients apps. I also thanks to ofa for there efforts & dedicated team .overall its g8 experience with ofa.

It is very usfull nd user fraindly also. It will help to grow my bussiness earliyar i was using onother software but i find OFA is beter nd up to date.

Link for the IFA’s Client App. : https://play.google.com/store/apps/details?id=com.ofaclientapp Within a short span, IFAs and their clients are having rapid adoption. They IFAs have provided a lot of positive reviews on the Google Play store. And it’s helping the IFAs to acquire new clients, retain existing clients and grow their business Link for the IFA App. : https://play.google.com/store/apps/details?id=pkg.ofa This provides the IFAs with seamless online MF transactions on-the-go Kind Regards

OFA doesn’t have an ARN. We are not into distribution. We are completely a FinTech Company whose model is B2B. For a client to use our platform, as a pre-condition, his/her Advisor needs to be registered on the platform first. OFA, in its own way is trying to enable the IFAs digitally so that they can provide a better Client servicing and grow their business. Having said that, I will request your mapped PST to get in touch with you today (or you can call us on 022 61030303) and we will discuss this in detail. Also I would request you to download and use the Apps as well. It is very simple to use. And will be a great asset for you and your clients.

• We have appointed MSSG (Mahindra Special Services Group), a third party entity, who conducts VAPT (Vulnerability Acceptance & Penetration Test) for our platform. MSSG is India’s leading corporate security risk consulting firm that helps organizations reduce risk and enhance competitive advantage. MSSG is a strategic division under Mahindra Defense Systems Limited, a company which provides solutions for and meets with the requirements of defense needs of India. • Controlled role-based viewing rights for the team to ensure that critical data relating to the client stays encrypted (not visible) at all times. • The infrastructure that the team uses is very water tight. To name a few, the team uses a Dialer system to make calls, every outgoing and incoming calls gets recorded & audited, the room where they sit is Access controlled and monitored by CCTV cameras, USB/CD drives are disabled on their machine, they follow a stringent process which gets internally audited on an ongoing basis

As far as Data Privacy is concerned, we at OFA have a very strong philosophy on Data Confidentiality as ours is a B2B offering. We have taken the following steps to ensure that the data stays secure & confidential • We use High end servers placed at independent data warehouses managed by reputed domain expert, Netmagic, one the leading IT managed service provider. Some of their client base who have entrusted their faith and support are Flipkart, Ratnakar Bank, India Infoline, Eureka Forbes, Mahindra Holidays to mention a few. • NDA (Non-Disclosure Agreement) Non sharing of data clause embedded in the agreement between Axis and FIINFRA as well as between IFAs & FIINFRA. No data flows to Axis AMC

First of all, mismatch of transactions is an outcome of AUM recon of the data that flows in from RTAs and constant maintenance/curation of the same is a must. Data reconciliation is not a onetime process and there are certain steps that needs to be followed like uploading RTA files on regular basis, checking folio mismatch etc. Moreover, there is a lot of dependency on the RTA to ensure that the transaction files received are in a proper format. To ensure and reduce mismatch in portfolio reports, it is necessary to do AUM reconciliation on a regular basis. We have a dedicated support team (POT) who are equipped to help IFAs reduce the mismatch and generate the right portfolio reports for their clients. I will ensure that your mapped team member gets in touch with you and takes this up. Also, to keep you informed, we are putting together very high end algorithms, wherein the system will, in a dynamic manner, identify the possible mismatch and resolves them of its own.

Dear Mr. Singh, Thanks for using OFA. Appreciate your concerns. Let me try and address them. Please note that the COMMENT section allows only upto 1000 characters. Since I want to provide a detailed reply, I have to send it through multiple comments. Please bear with me.

Very good plateform for me, pocket with this powerful new platform. I realy Like this.

Yes now or never ...... This is time to adapt digitalisation. without this too IFA cant establish his empaier of advisory services.. Time is money... Expecting more innovation Thank to OFA too

Hi, I am also using OFA platform from few months, there are so much mismatch of transactions shown in platform in compare to original data. Moreover sometimes, i am very worried & in confusion regarding data privacy of our clients. As this platform is provided to us by & under supervision of Axis mutual fund. I have also heard that OFA is also an ARN holder. So these type of thoughts sometimes make me & some of my IFAs friends doubtfull regarding Axis shubhchintak alias OFA.

Dear Mohanraj Currently, India has an Android Market Share of 97.1% (29.8 Mn Units) up from 90% a year ago. Keeping this in mind we have launched Android first. IOS will follow soon. Rgrds

Dear Mr. Agarwal, Thanks for the comment. We at OFA strive to provide digital enablement to the IFAs so that they can better their client servicing quotient. We have multiple features, so that each IFA can capitalise on what he/she needs from his business POV. For the last two and half years we have been focussed on our single minded objective and more than 2000 IFAs have taken advantage of it and grown their respective business. We will be happy to take you through our offering and jointly decide th features that you would like to take advantage of. Do leave your no. or call us @ 022 61030303. Looking forward to interact with you. Regards

It was not easy no never..but ofa did it..Thanks so much ofa team for a wonderful software and tools,... specially the service team...how cool they are..very soft talking well behaved and accurate responding.. Thanks so much

As of now using the ofa or shubhchintak on my desktop, frankly its an hassle free data bank+ helpful in building and maintaining a strong binding with clients, many more features like sip/stp soa, transactions updates,Aum recon etc ....Happy since first day

Ofa (shubchintak) is a revolutionary game changers in MF industry.Thanks to Axismf for there incentive And its real subchchintak of both client. & advisor.

Wonderful job and good tools

Hi, i analyzed many software platforms for myself, i found OFA is like a heavy crowed bus. We are not looking for cheap software but the software which can help me to grow my business many folds and can work with me atleast for next 20 years. I request Wealth Forum to give honest comparison of platforms available in market from more than 7-8 years and who have atleast 1000+ active users(advisors), This type of article is most awaited and the article must based on user experience who are using that platform from last 3+ years.

Congratualtions to team of OFA. They have done wonderful job. Regards Nagaraju

Have seen the transaction phase of of ofa. Subscribed to them almost a year back. Journey with ofa has been swift & full marks to Rahul Pagria, shubham & many other well informed & tech savvy ofa team. Introduction of app has made life easy for me because now i need not to send statements to my client frequently.Real time fund value with all the investments at one place is what you need from a financial app. In process to log in to NSE panel so that i can use it on ofa platform. Highly recommended. Once again thanks team ofa.

It is a very powerful tool for distributors to penetrate and educate clients.

Good one ... What about iOS user

wonderful expirience my clients have liked this app very much

Dear OFA Team, I have just started using your software and there are many things to learn since you have given lot of features. More than this, your support team is outstanding since they give quick response to our mails and they give us call immediately if anything is urgent. Again, their service follow up call is amazing. They keep update us whenever they upgrade their software and now, they have come up with Mobile App for both Advisors & Clients which is really commendable. Kudos to the entire team of OFA and keep doing good. Best Wishes to all... Regards, Bala

Really its a wonderful app for IFAs. White labelling is a advantageous feature in it. Really well appreciated for OFA service team. Especially one Ms. Amrita, Advisor support will give service with excellence & patiently. She guided me a lot in my journey with Subhchintak.

Dear Mr. Desai Thanks for subscribing to the platform. Even though you claim not be Tech Savvy, you can use this platform to your advantage. I will request someone to call you (or you can call us on 022 61030303) and we will handhold you and make you understand the same. Also I would request you to download and use the App. as well. It is very simple to use. And will be a great asset for you and your clients. Kind Regards

I am a subscriber to the platform but could not exploit the potential elaborated in the article. I am not a tech savy person. So there may be many mistakes, lack of knowledge from my side but the overall experience of working with the platform has not encouraged me. I face this or that problem every now and then. Technology may be good, I can not judge it but what I can express is the transmission of the technique to use it need much more improvement.

BSE StAR MF is on mobile app with most of its empanelled vendors.