Oxyzen Financial Advisory & Services: Easing Customers to Manage all their Investment under One Bracket

Madhu Menon, CEOEven after investing lot of monies, customers face several problems while building their ideal investment portfolios, as they have to approach different companies for their different investment plans. The answer to these needs is Oxyzen Financial Advisory & Services (OFAS) – an online Family Investment Account Management (FIAM) company that controls all investments (mutual fund, equities, property, physical assets, loan, insurance and tax advisory) of each client under one login. Cliententire online investment portfolio is managed under ‘Oxyzenfin’ (website/mobile application: Norton Secured Web pages). “At OFAS, our goal is to make it easy for everyone to get access to best-in-class & user-friendly investment management platform without strict account minimums and high fee structures, thus saving them money, time and frustration,” professes Madhu Menon, CEO, Oxyzen Financial Advisory & Services.

Ahmedabad-based OFAS bestows automated goal-based investing services to people from beginners to professionals, wherein they entail to open account on Oxyzenfin with their personal & PAN/KYC details. Furthermore, users are asked six psychological questions (determine profile: conservative/moderate/
aggressive) which aid the company to understand their profile completely, set their bank mandate and showcase personalized investment plans/schemes according to their goals (via Artificial Intelligence), while easing them to initiate their investment in just a single click. Besides, the investors also get monthly reminders about their loan EMIs and insurance maturity (may/may not be taken on Oxyzenfin) by manually entering their other external investments on the app just for once.

"Our goal is to make it easy for everyone to get access to best-in-class & user-friendly investment management platform without strict account minimums and high fee structures"

Pitching mainly non-agricultural portfolios, this FIAM venture keeps connected everyone in the family with a single login, which is handled by group leader and if required transferred to other members, thereby allowing them to do/control investment without filling any new form under the same login. Apart from providing Online Diversified Financial Services ranging from investment till succession planning (car insurance, health insurance, KVP, NSC and others), OFAS guides budding investors towards the right investment path through paperless activity (Join Virtual; Invest Digital) in just five easy steps. It brings utmost customer delight through services par versatility comprises of 90 percent activities & 10 percent advisory with quick TAT (within five minutes) which differentiates OFAS from other bankers/wealth management companies.

Plug & Play
Understanding customer’s desire to test & experience the app before
investment, OFAS launched white labeled vertical ‘Plug & Invest’ (three months back), wherein users can invest liquid funds right from Rs.500 and start experiencing the benefit of the app. Soon after investment, they receive welcome note along with their log in ID, password, transaction statement and other details over email/SMS. The plug & play vertical aids investors to withdraw their money (up to Rs.50,000 per day) any time round the clock and receive it straight into their bank accounts within 10 minutes. Customer delight at OFAS is ascertained by initiating financial plans for the customers and taking care of their insurance or fixed deposits. Through Plug & Play, OFAS first impresses customer, secondly creates experience and thirdly delights them with its unmatched services. Additionally, this tech-savy firm chatbots on FB Messenger, and Instagram & YouTube Oxyzen Financial channel, video tutorials (Hello Investors), and experts speak link. It also conducts Investors Awareness Program (monthly) in order to educate and create awareness about investment planning among populace.

The company that complies with SEB/IAC/CFP accreditation performs all clients’ investment through dedicated platforms like for equity: BSE, MF: NSE and others. None of the data gets stored as feeds and come directly from company’s registrar. Enriched with such features, OFAS envisions launching Payment Gateway – a gateway for utility bills & Communicating Alternate Investment Funds (SEBI Category III) to Ultra HNI and devising more understandable solutions in coming FY.