OFA Partner

FIINFRA

About this app

The SMARTEST, FASTEST and SIMPLEST updated OFA Plus is here.

A one stop solution for MFDs to cater all their business needs. OFA Plus is a uniquely created app for MFDs to improve their client engagement and grow their business - Digitally. This app allows IFAs to track their business on the go, view their client’s investment portfolio, initiate online mutual fund transaction and much more.

Key features of OFA Partner app :

1. Asset-wise business dashboard & AMC Wise AUM dashboard.
2. SIP Reports (AMC/Scheme/Client Wise Reports along with Bounced SIP Report).
3. Online MF transaction (NSE & BSE Exchange integrated).
4. Client on-boarding using paperless UCC & IIN creation.
5. Client-wise portfolio view.
6. Mail portfolio report.
7. Track client-wise transaction.
8. Financial Calculators.
9. Self-branded images.
10. OFA Insights.
11. Multi-ARN facility.
12. Query Management System.
13. TXN Auto Upload Dashboard.

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Change log - Version history :

--v8.2.x--
* Now Earn credits and Renew for free using "Refer A Friend" option through App.
* You would be able to request and download "SOA" right through your app
* Announcement Board would keep you updated about your account's vital information.
* Paperless "E-Mandate" could be created using the App for BSE users.
* Unit based Switch & Redemption can be done through the app.
* Folio wise details can be viewed for your clients.

--v8.1.1--
*Introducing IIN creation through OFA.
*Introducing ACH Mandate creation for IIN.
*Cheque upload & FATCA creation while Creating UCC.
*Show / Hide Scheme details or Investor Details for Client app Users.
*Enhanced UCC Creation.
*Enhanced Nach mandate creation for UCC.
*Enhanced Login Validations.
*Mandate creation issues.
*Resolved SIP initiation issues.
*Faster Client list & Lead list.
*Enhanced "My SIP" Section.
*Fixed UCC creation for HUF and corporate Clients.

Disclaimer :

Meant for IFAs who are registered with OFA. Although due care has been taken, we do not guarantee accuracy, completeness and authenticity of the information. This is only a utility and shall not be construed as any investment advice. We are not responsible for any discrepancies in any case whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of information. OFA cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing in this mobile app & its website.

Ratings and reviews

Recent update made the app very poor. 1) UI look & feel is very cheap & ordinary, earlier UI was sophisticated. Disliked this UI totally. 2) In client's portfolio, all funds are showing in single list. Earlier option to see funds according to asset classes, debt, equity, cash etc. is not there. 3) Under any client's portfolio list, if searching with folio number, it's not working. 4) SIP amounts have become wrong for few I checked. Please take these feedback very seriously.

The updated version of the app is pathetic. UI is too bad, i renewed it one week back and if i knew about this i wouldn't have renewed at all. I have paid for the old version of app, and i need the old app itself or else refund the money. There are many options in the market.

I didn't like the upgraded version bcoz in clients portfolio schemes are not managed in alphabetical order which was thr b4...don't know on what basis the schemes or funds are arrange...also app is very shabby n not user friendly at all when we explore the portfolio of client ..so pls arrange the funds in alphabetical order or else we need to think of renewal

What's new

Bugs fixes, several improments and some optimazation