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Chennai IFAs share tips on leveraging OFA
Ramakrishna Nayak and Satya Yanmantaram discuss how they are leveraging OFA to drive their business and enhance customer engagement
12-Feb-2018

Robo vs IFA: a reality check
It’s useful for IFAs to take stock on how technology is changing the landscape of financial advisory / wealth management business. Are Robo-advisors making a difference to customer’s life in Personal Finance space? How has been the Robo-Advisors business growing in last 5 years? In this article, Harsha has made an attempt to compile few relevant data points and draw insights for IFAs.
07-Feb-2018

India’s hottest IFA app is getting even better
OFA – FINFRAA’s open architecture platform-in-an-app supported by Axis MF, has now crossed 2500 paid IFA subscribers and 55,000 client app downloads. Mobile platform, open architecture, white labelling and strong product support are four key catalysts Harsha lists as drivers of IFA appetite for this platform-in-an-app.
24-Aug-2017

Just 5 points on the hottest IFA app
Harsha shares this infographic on 5 aspects of OFA – the hottest open architecture IFA app that’s clearly got the attention of India’s IFA fraternity.
25-Apr-2017

1300 subscribed IFAs, 30,000 client app downloads: this app has clearly come of age.
OFA – the platform in an IFA’s pocket which Axis MF offers within its Shubchintak proposition has clearly come of age. Bishnu takes us through the enhancements in OFA ver 2.0 and also talks about how the platform is addressing one of the biggest pain points that IFAs face: the enormous time and energy that they spend on providing accurate, timely and relevant reports to their clients.
13-Apr-2017

Will Google be able to locate your IFA business?
Harsha suggests IFAs adopt a mobile-first strategy for their online presence - especially in the context of Google's proposed move to adopt a device specific search functionality. He also shares 3 specific action points for you to implement.
06-Apr-2017

Why do IFAs personalize everything else but this?
As you increase your engagement with your clients in the online mode, Harsha shares useful food for thought on how you can personalize it, and thus create a lasting differentiation, just as you try to do in other aspects of client engagement.
23-Feb-2017

Is Rs.6,000 just a teaser pricing for this platform?
There’s a lot going for OFA - the exciting, new age platform, but to be fair, there are some questions too that IFAs have in their minds about OFA. Bishnu Sahu addresses these issues and highlights OFA's key differentiators
05-Jan-2017

Ping, Portfolio, Price, People: 4 Ps that IFAs love in this platform
We spoke with some of OFA’s early adopters to understand what they think about this proposition and what appeals most to them in OFA. What comes across is 4 Ps: ping, portfolio, price and people – that’s what these early adopters really like about OFA
30-Nov-2016

NSE now in your pocket with this powerful new platform
How would you like to carry NSE’s mutual fund platform in your pocket – in a neat and simple mobile app, and complete all your clients’ fund transactions from wherever you are? How would you like it if this app can be white-labelled to enable you to encourage your clients to download “your” mobile app and authorize these transactions?
06-Oct-2016

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