OFA Partner vs AnandRathi MutualFunds

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.

Register, Transact, Track & Manage your Mutual Fund Investment – Anytime, Anywhere! 
 
This app enables AnandRathi MF Advisors to register, track & manage client’s mutual fund portfolio. The Advisor can also execute mutual fund transactions for their clients.   SEAMLESS ONBOARDING: On-board seamlessly within 90 Seconds & start your Mutual Fund Journey. SINGLE POINT ACCESS: View all your clients in one app. Invest in a variety of Mutual Fund schemes with quick and easy online transactions procedure.   
TRANSACT: Place Lumpsum / SIP / Switch / Redeem / STP / SWP in New & Existing Folios.    ENHANCED DASHBOARD: Dynamic Performance Dashboard for RM to track various business & acquisition metrics.  
PAYMENT: Various payment options available and also transact in multiple MF schemes through a single fund transfer directly from your registered bank account.   
TRACK & MONITOR: Access real-time tracking of Order Status & Mutual Fund Portfolio for Individuals & Family Accounts. 
 
REPORTING: Quick access to your Mutual Fund Portfolio Reports 
 
KYC / HOLDING MODE: Online KYC registration option provided. No separate KYC is required for Clients who are already KYC Compliant, Units are in physical mode hence no Demat and Trading account is required.  NFOs: Transact in on-going NFOs & keep track of upcoming New NFOs. 
Do not miss out on the opportunity DOWNLOAD THE APP NOW 
 
For more info Contact RM / Customer Support / Email: customersupport@rathi.com  / Call 1800 420 1004 / 1800 121 1003 
 
Happy Investing