OFA Advisor
Free App
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About OFA Advisor
OFA - Omni Financial Advisor is specially built for gen-next Advisors which empowers financial advisors to grow their business and improve client-engagement levels. This app allows advisors to initiate online mutual fund transaction, create new clients, helps in IIN creation, view transaction status and more.
Key features of OFA app:
1. NSE NMF II online transaction (One app - multiple AMC)
2. Creation of new client
3. Asset wise business dashboard
4. List of IIN clients
5. KYC compliant clients
6. List pending transaction
7. Client-wise portfolio viewing
8. Client-wise goals viewing
9. Client-wise transaction list
10. Client-wise risk profiling
Key features of OFA app:
1. NSE NMF II online transaction (One app - multiple AMC)
2. Creation of new client
3. Asset wise business dashboard
4. List of IIN clients
5. KYC compliant clients
6. List pending transaction
7. Client-wise portfolio viewing
8. Client-wise goals viewing
9. Client-wise transaction list
10. Client-wise risk profiling
All Application Badges
Free
downl.
downl.
Android
4.2+
4.2+
Android app
App History & Updates
Version update OFA Advisor was updated to version 1.7
More downloads OFA Advisor reached 1 000 - 5 000 downloads
Name changed Name changed! OFA now is known as OFA Advisor.
What are users saying about OFA Advisor
B
by B####:
by B####:
the valuation of lumsump and sip is not showing correctly.
Y
by Y####:
by Y####:
If no folio msg is displayed, we need to reinstall the app then it works.
D
by D####:
by D####:
Lots of issue of data updation to availability of online platform use interface all needs serous work suggest look at fund bazaar app or mysiponline to see the work and developed accordingly every time data not coming uninstall and install it's pathetic experience so far it's been 3 months but not satisfied
D
by D####:
by D####:
Valuations are showing always mismatch. Zero star.
D
by D####:
by D####:
Earlier it was working good, but from after new update, not any client folio shown
D
by D####:
by D####:
Really appreciate the effort of team shubchintak.
H
by H####:
by H####:
Very bad
K
by K####:
by K####:
Login giving error...user does not have access right
D
by D####:
by D####:
Didn't work. Login issue
J
by J####:
by J####:
Issues have been resolved
D
by D####:
by D####:
Excellent App!
D
by D####:
by D####:
Good App..
V
by V####:
by V####:
5 star for old version
D
by D####:
by D####:
"User account does not have access right." I am getting this error msg when trying to login in mobile app but able to login on web browser with same credentials. Desktop application is very very slow and the entered details like "term plan details" are getting lost after 1 week.
H
by H####:
by H####:
Best in fund management
D
by D####:
by D####:
5 rate For Old version
D
by D####:
by D####:
My portfolio's
C
by C####:
by C####:
Amazing app for new invester
D
by D####:
by D####:
:-)
D
by D####:
by D####:
Excellent app
U
by U####:
by U####:
One app to transact,advice,monitor. All in one, easy to use.
by D####:
Wonderful tool with complete comprehensive MF data management system,. saves lots of time as major activity is automatic,. Hope there would be lots of updates and developments as needed by the users,. Support is very good and quick. A must tool for any IFA.