Your workstation in your pocket!!
A one stop solution for IFAs to cater all their business needs.
OFA (Omni Financial Advisor) is the best app for financial advisors, specially built to improve client engagement levels and grow their business. This app allows advisors to track their business on the go, view their client’s investment portfolio, initiate online mutual fund transaction and more.
Key features of OFA Advisor app:
Asset-wise business dashboard
Online MF transaction (Exchange integrated)
Client-wise portfolio view
Mail portfolio report
Track client-wise transaction
OFA MF Recommendation
Query Management System
TXN Auto upload Dashboard
Meant for Advisors 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.