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Platform can be used to show client data like age, goal, product availed and these can be used by IFAs and their team to develop strategies to expand and send specialized communication.
Platform has content on market which can be very useful for investors and advisors can send this to clients under their own banner. Advisors also have the option to customize and send their own content.
Platform can take care of services like sending out reports but advisors need to leverage that by making the extra effort to meet with clients regularly.
Equip your team so they can answer questions in your absence. If you can't meet all of your clients personally, a collective meeting can give a family and connected feeling.
All IFA Share there valuable opinion and suggestions.so nothing left to comment.Rearly OFA did not update record regularly.They also making wrong entry.In my case they entry one investorS investments in others Investors name.I informed Bishnu sir also.but not responded. Team member also not helpfull.system also not update in comparison to other services provider..Sip details not found in system.in unrealized gain portfolio statement sip did not mentioned separately. So it should taken care.all of us makin.comments for betterment of OFA.It means we want.to remain with OFA
Platform is very good but service wise very poor i am continuously trying to contact but no one responding. auto-update not working properly. worst service
The Platform is good; but service is not up to the mark
I have being associated with Ofa for last almost 4 years ..... the journey have been very pleasant ..... thanks to OFA and particularly my RM Mr. Sanjeev Basu ..... who have helped me to grow my business ... thanks once again to OFA and Mr. Basu..... wishing them all the best for the years to come ....
product is good but service is poor good to use and proud to serve it CONTACT TO RM IS VERY DIFFICULT ONLY 1 OR 2 RM IS KNOWLEDGEABLE LIKE MR Siddheshwar Killekar when ofa appoint shweta kunte as my rm then i call her many time but she did not call back me never this is very pathetic
Ofa app and software helped me lot in growing my business and servings my clients in fast and effective way . Especially my rm Sanjeev always support me and helped me lot to understand the platform . I recommend every advisor to avail OFA it’s affordable as well . For Ofa few distributors give wrong comment bacause of less knowledge and nothing is possible to execute till a person give sufficient time .. trust me guys it’s a Mercedes if u learn to use and take advantage of this platform if u don’t give time than it may look to u as ordinary car .. so please invest your own time to understand the platform .. at start you have to give your time to this platform . Like few people think they had paid the fees and all will be done by Ofa . Technology is not 100 percent perfect We have to understand the problem and have to solve with our rm .. one of best thing happen to me that I m using this and enjoying and growing since last one year ..
I am dealing only Mutual Fund
We had faced some problem in OFA in last couple of weeks. May be they have some technical issue.But whenever I contact with my RM through Whatsapp or over the telephone he is dedicatadely resolve all the problem .I have recommended some of my IFA friends to use this platform and they are also satisfied with their services.
I have been using this software from last 1 year , this software is a real value addition for distributor, where service has been good and provide lot of features ,it is a selling point to a Investor.I recommend OFA for any new distributor.Thanks to team OFA
The services of OFA has gone from worse to pathetic. There is nobody to take accountability or responsibility. It is next to impossible to contact a RM as they dont have any free line to contact people and they never listen to auto answering machines installed on their lines. The normal time to address a complaint is 7 days and solving it is 14 days that is also if you are lucky i have recommended OFA to number of IFAs but i will never recommend it to anybody
OFA has deteriorated recently. I have been subscribed to OFA since 2016. Initially, the platform used to be smooth, on the parameters of, updation of data, accessibility of RM or even response to any error used to be quick. However, since last 2-3 months, there has been some excruciating deterioration of all the above parameters. There have been multiple and repeated data mismatch, repeated emails and whatsapp messages are not been responded, RMs have become tough to contact. Emails to seniors like Ms Dipti have not been responded. Even Mr. Bishnu Sahu not responding to tweets where I have invited his attention to the above issues. I am actually contemplating of not renewing my subscription.
very poor services from ofa...after so many reminder they are not responding...intentionally not updating proper data..Rm and service team not pick up call not replying email..even head bisnu sir not replying intentionally...so i suggest dont buy it..
