Our Core strength is to
Digitally enable IFAs for better client serving

  • MF auto-file upload
  • RTA AUM Reconciliation
  • NSE NMF - ll integration for online investing
  • MF Dashbord
  • Business Analytics
  • Multiple Portfolio reports
  • Goal tracking Dashboard
  • Client analysis reports
  • Library of articles, videos for sharing
  • Personalised communication & Mass mailing
  • Co-branded marketing collateral
  • Auto alerts
  • Data collection tools
  • Customization of assumption at client level
  • Risk profiling
  • Asset mapping to goals
Testimonials
  • The new OFA portal is great. Have been using this for some time. The way the report and the goal based plan is portrayed in the presentation is simply appealing and prompts client to have a look at it. The pings part of this platform needs to be mentioned as it has created excitement for the customer and has been an eye opener for some. New inquiries got created because of that. The visibility of client’s portfolio, AUM, performance scheme wise is worth mentioning, with category wise break up, AMC wise break up etc. The platform has been quite useful and has got appreciation from the customers too. Need to explore many other available features. The follow up from the sales coordination team needs a mention. They Have been always there to guide and overcome any operational issues. Great initiative, Good job done, keep it up
    Mr. D Mohanraj – Chennai
  • I am really thankful to OFA, I feel it is one of the best software available in the market. And the standard which you are maintaining. Regarding both the software and support executives, its mind blowing. It's very cost effective also. I am already utilizing the benefit of OFA
    Surajit Das – West Bengal
  • I am very thankful to OFA team for providing me useful Client mobile app. All my clients are very happy and satisfied with the app. This mobile app increases my business and Client service as well. I would need your valuable support and services in future.  
    Sachin Bhutada – Nagpur
  • Pings play a very wonderful role in increasing my business. For me OFA is not just a software it’s my BUSINESS PARTNER which increases my business with knowledge, one-point servicing in all products. My customer compliment me that I’m a real well-wisher to them and now my clients can enjoy their life more comfortably and with ease and all this done by OFA team
    Mohit Dhall – Punjab
  • The back end customer services like talking consolidated MF statement. Asset allocation and Etc., is highly appreciated by our clients. FIINFRA has reduced the back end executives valuable time. I have no hesitation to give a top Star recommendation who ever use this platform for their high complex and competitive business Growth.
    Gurumoorthy – Trichy
  • Today where everything is going to come in a digitisation way be at banking, financial planning or in Investment world, OFA comes as survivor for financial advisors like me. OFA for me always like OH Fantastic Application, where you can Plan, execute and review at one place. And now one more thing they added which is best in part, which is mobile application for a client. Will be very handy for financial advisors like me to give for their clients.
    Viral Bhatt – Mumbai
  • I am really thankful to you for all your support, OFA is one of the best software provided to IFAs. Through this platform thing are so easy that I don’t have to call AMC and ask for statements and capital gains details. You can also do any transaction through this platform not only saves time by also you can do value add to your customers. Eg Goal planning and much more.This is one of the best platform at a very low cost and I will recommend this to one and all who are in this field it’s the best.

    Naresh Vaswani – Chennai