Subscribed IFAs

Clients on Platform

Locations

Maps & Dots

Our Growing IFA Base

  • Andhra Pradesh – 94
  • Arunachal Pradesh – 3
  • Assam – 44
  • Bihar – 209
  • Chhattisgarh – 95
  • Delhi – 236
  • Goa – 58
  • Gujarat – 649
  • Haryana – 119
  • Himachal Pradesh – 26
  • Jammu & Kashmir – 23
  • Jharkhand – 262
  • Uttarakhand – 49
  • *As on 1st May 2019
  • Karnataka – 307
  • Kerala – 115
  • Madhya Pradesh – 200
  • Maharashtra – 1121
  • Meghalaya – 1
  • Odisha – 154
  • Punjab – 217
  • Rajasthan – 311
  • Tamil Nadu – 359
  • Telangana – 108
  • Tripura – 1
  • Uttar Pradesh – 552
  • West Bengal – 502

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Why OFA?

goal

Vision to Empower IFAs

With the growing participation in mutual fund industry, it is increasingly important that IFAs are equipped with better and systematic technology to meet the needs of tomorrow’s technology enabled investors. Our vision is to digitally enable IFA to improve their client engagement and grow their business. In line with our vision, we have designed our platform to assist IFAs conduct their manual work – Digitally.

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Multi-pack Solutions

The requirements of our IFAs are just as diverse as the industry. Only precisely coordinated solutions contribute to their business success. That’s why we always rely on a close combination of customized solutions and industry expertise. For only when both are added together are, we able to really develop the best and most relevant tools to help IFAs create tangible affect.

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Customized & Scalable Platforms

Scalable platforms have become extremely important in today’s digitally connected environment. We provide the architectonical base for advisors to work on web-based and mobile application to help them improve internal process, reduce operation cost and time wastage and build consistent customer experiences which in order helps IFAs to stay ahead of competition. Our seamlessly built technology platform leaves a reliable experience to its users.

team

The People

130+ qualified, well-trained and competent team with a combined work experience of more than 30 decades, consisting of support, tech, operational and business development to ensure that every IFA is well trained, handled, guided and equipped with our benefits and technology to leverage their advisory business to full extent to achieve their overall business growth and create their own brand value.

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Robust & Secured Technology

To enable digital products through a robust architecture we apply our best practices and patterns on the design of a backend ecosystem which allows IFA to accelerate the advisory business. We have built our solution that supports scalability, security, performance, quality and high adaptability to internal and external integrations. We focus on architecture and management to accelerate and deliver better customer experiences faster and capitalize on new opportunities.

customer-service

Dedicated Customer Service Team

With our dedicated customer service team, we always endeavour to give you personal attention in improving your advisory business. Automated Query Management System and regional language-speaking service experts constantly engage every subscribed IFA with the features and benefits of the product. It is our mission to forge a long-term partnership with you thereby strengthening and growing your business by providing visibility, increasing efficiencies and integrations for smooth communication.

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Our Platform

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For you as an IFA

Our cloud-based Web Portal and Mobile App will

help you to take your business to the next

league

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For your CLIENT

A customized Mobile App to help your clients

stay updated about their investments and

connected with you 24×7

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Testimonials