OFA Partner vs Modi Services

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.

Modi Services is exclusively for investors registered with Modi Services. Access is restricted to Modi Services clients; users associated with another distributor cannot sign in or use this app. The app helps Modi Services clients manage their mutual fund journey with guidance and support from their distributor. The app brings portfolio tracking, mutual fund opportunities, goal planning, SIP management, reports, insurance tracking and useful financial tools into one simple experience. Why Modi Services? Modi Services helps you stay connected with your distributor, view your investments clearly and take key actions across your financial journey. Key Features - Mutual Fund Opportunities View curated mutual fund opportunities shared for your investment needs. Start SIPs or make one-time investments through a simple guided flow. - Portfolio Tracking Track current value, invested amount, returns, SIPs, SWPs, STPs and fund-wise holdings in one place. - Goal-Based Investing Create and track goals such as home, education, retirement or wealth creation with clear progress and target tracking. - Family Portfolio View View investments across family profiles from one dashboard for easier monitoring. - Fund Details Check NAV, returns, risk rating, fund manager, holdings, fund information and portfolio composition before investing. - Risk Profiling Take a simple quiz to understand your investor profile and risk comfort. - Reports & Statements Generate and download capital gains, portfolio valuation and holdings / SOA reports. - CAS Wealth Analysis Upload CAS reports to view a broader analysis of mutual funds, demat holdings and insurance details. - Insurance Tracking Add and manage insurance policies, track premiums, renewal dates, active policies and expiring policies. - Banks & Mandates Manage bank accounts and mandates required for SIP and investment transactions. - Calculators & Planning Tools Use calculators for SIP, Lumpsum, EMI, tax-saving, retirement and other financial planning needs. - Distributor Support Stay connected with your distributor for assistance, opportunities and investment-related support. Modi Services helps you invest, track, plan and manage your financial journey with clarity and convenience. Access: This app is intended exclusively for Modi Services clients. Only mobile numbers registered with Modi Services can sign in via OTP. Users of other distributors cannot access the app. Service operated by Modi Services under AMFI Registered Mutual Fund Distributor | ARN-364461.