Axis MF Connect 與 OFA Partner 使用情況與統計
Axis MF IFA Connect not only facilitates seamless digital transactions on the go but also serves as an information and analysis platform.
• Get investors closer to you
We bring to you an Investor level dashboard for each of your clients which will help increase your face time with them and thus develop a more fulfilling relationship.
• The GO-TO business dashboard
Access a detailed dashboard which shows portfolio across asset classes, investment statistics, SIP summary etc.
• Uniform seamless empanelment
The empanelment process can be done online in just 3 steps.
• Transact on the go
Go paperless with just a two clicks approval process from your clients.
• Provides real time updates
• Transaction updates appear seamlessly in one place.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully
- Apple App Store
- 免費版
- 金融
商店排名
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The SMARTEST, FASTEST and SIMPLIEST updated OFA Plus is here
A one stop solution for IFAs to cater all their business needs. OFA Plus (Omni Financial Advisor) is a uniquely created app for IFAs 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 Advisor app:
• Asset-wise business dashboard
• Online MF transaction (Exchange integrated)
• Client-wise portfolio view
• Mail portfolio report
• Track client-wise transaction
• Financial Calculators
• Self-branded images
• OFA Insights
• Multi-ARN facility
• Query Management System
• TXN Auto Upload Dashboard
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.
- Apple App Store
- 免費版
- 金融
商店排名
- -
Axis MF Connect VS. 
OFA Partner1月 6, 2025