Investor Presentaiton
OFA - Leveraging technology to cater the retail segment
ANANDRATHI
Private Wealth. uncomplicated
Key Functionalities: Subscription Model, IFA and his Clients get access to our platform.
(IFA - Web + Mobile, IFA's Clients - Mobile)
OFA enables IFAs with unique features such as:
OFA provides a co-branded mobile first integrated
technology platform to IFAs and their clients
thereby, addressing the wide retail segment
+
AR Wealth domain expertise combined with
significant tech capabilities has created a unique
ability to scale up the network for retail investors
dh
Business dashboard
Client reporting
Online mutual fund
transactions
Financial Advisors
Independent
(Nos.)
Platform Assets
Value (Rs. Crs.)
Platform Clients
(Nos. lakhs)
Revenue
(Rs. Crs.)
Goal planning
5,011
5,343
79,846
17
5.4
5.4
16
54,699
808
Client engagement
Profit After Tax
(Rs. Crs.)
0.30
0.87
FY21
FY22
FY21
FY22
FY21
FY22
FY21
FY22
FY21
FY22
22
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