SAG RTA - an innovation by SAG Infotech is one of Rajasthan’s leading Registrar and Transfer Agent Services which is going the extra mile to serve its potential clients.
RTAs are SEBI-authorised services that are meant to cater to the clients associated with Mutual Funds.
Basically, RTA's client pool includes potential investors, who are looking for sound investment opportunities in the market and secondly, the mutual fund houses that render those investment opportunities to the investors.
They act as intermediaries between the two parties (investors and mutual fund house), everything from a share issuing, bonus issue, preferential allotment to recording share buying/selling/switching or any other data related to corporate activities happens under the supervision and guidance of RTAs.
Eligibility to become RTA Service providers
1. RTA service providers are certified by SEBI to conduct RTA services in India.
2. Organisations are listed in two major depositories (NSDL and CDSL) as authorised RTA service providers.
SAG Infotech Pvt Ltd - SAG RTAs Parent Company
SAG RTA is an accomplishment of SAG Infotech Private Limited, which is already a renowned name in the tax industry. Consistently serving its clients for more than 2 decades, the company builds efficient accounting and tax compliance software to help CA, CS and HR professionals achieve their targets. Some of the company’s best works include Genius, Gen GST, Gen IT, Gen Payroll, and Gen XBRL, which are widely utilised in the tax and management industries.
But we are not stopping here, after excellence in the tax industry, SAG Infotech is entering into the role of New as Rajasthan’s 1st RTA agency which is certified by SEBI to perform Registrar & Transfer Agent Services. The entity is even listed in the top two depositories (CDSL and NSDL) concerned with security dematerialisation and management.
SAG RTA - Rajasthan’s 1st RTA service provider
SAG RTA (Registrar and Share Transfer Agent) function to provide effective RTA services all over the nation. The objective is the client’s convenience and satisfaction, whether it is the investor or the mutual fund house.
The department is very skilled at managing important information about investors' transactions. They make sure the data is accurate and report it to the appropriate authorities. They also handle mailing and provide support with mutual funds and various other services.
Our professionally trained staff (comprising tax experts, CA, CS, etc.) is all set to reach out to its clients with solutions to any issue related to mutual funds. The department has a sufficient number of Registrar and Transfer Agent specialists working dedicatedly to provide the best RTA solutions to its potential customers.
Being a newcomer in the RTA ring, the company is striving hard to give the best of its services to its valuable corporate clients and become the nation’s leading Registrar & Transfer Agent firm.
Services by SAG RTA
SAG RTA service is the one-stop solution to all your mutual fund-related issues. The company’s RTA sector serves the listed corporates and mutual fund businesses with a large and quality investor database, and in reverse helps the listed investors with lucrative investment opportunities. SAG RTA Registrar & Transfer Agent Services is entitled to be one of the most affordable yet premium service providers in India.
Catalogued below are the services offered by SAG RTA:
RTA services for Professionals (CA, CS, and others) and Companies:
Roles and Responsibilities of SAG RTA
SAG RTA is putting a bit of extra effort because the department is committed to providing top-quality, transparent yet affordable RTA Services to all its valuable clients.
Mentioned below are the tasks performed by SAG RTA in favour of its pan-India clients:
SAG RTA is gathering people’s appreciation because of its quality service at a favourable price. SAG RTA is a professional’s (CA, CS or others) first choice because:
1. It offers Top Notch RTA Services:- The company’s main motive is to deliver premium and unhindered services to its clients. SAR RTA is a preferred RTA service provider as it allows services with full security and transparency.
2. RTA Forms can be downloaded:- Various mutual fund-related forms or RTA forms can be downloaded via SAG RTA are useful for investors as well as mutual fund houses to file their compliances. Forms are structured as per the SEBI protocols.
3. Anytime Connectivity with National Depositories:- An issuer client gets connected to two major depositories (NSDL and CDSL) with a click on the SAG RTA portal. The company facilitates all-time connectivity to the issuer with NSDL and CDSL.
4. Separate Dashboard Facility:- The feature is for professionals or companies who require managing their ongoing Registrar & Share Transfer Agent-related activities while keeping track of their previous records.
5. Premium yet Affordable RTA services:- A satisfied customer always turns back. With minimal profit margins, the company works just for the satisfaction and convenience of its clients, therefore providing services that are not harsh on the customer’s pocket.
6. 24/7 Expert Support:- All the clients, whether they are investors, professionals or companies, can anytime avail RTA-related assistance from our expert team via call, messages or emails. Our expert team is just a call, messages or email away from the clients. Apart from this, RTA documents submitted by the clients are thoroughly verified by our RTA experts. The company is even responsible for safeguarding the information provided by its clients.
7. Updating Client Records:- The information rendered by the client is regularly updated. Investors make transactions regularly that need to be updated in RTA records, change in name, address or signature or any other relevant information. Regular record updating will eliminate the chances of any mismatch or default.
8. Media Publication and SAG RTA:- Since the day SEBI qualified the company to be Rajasthan's 1st RTA service provider. SAG RTA is traced by some of the renowned newspapers like Dainik Navjyoti, Punjab Kesari, Business Remedies, Daily News, Nafa Nuksaan, Rajasthan Patrika, etc. These papers even have an editorial column separated for the news exclusively from the SAG RTA.
SAG RTA - An asset for CA and CS professionals
SAG RTA is a more reliable source of availing RTA services in India. It is a client-centric interface and offers facilities at the most convenient rates.
The company, with the help of digitization is giving the best of its efforts in enabling a user-friendly RTA platform for its clients in the RTA industry, including distributors, mutual fund houses, investors, etc.
SAG RTAs digital platform is an enhanced user interface that serves as a single-window solution to all types of RTA Services. Now, creating an ISIN and tracking the download status of any RTA-related form or document is easy via SAG RTA's official portal.
The table given below depicts the details of the documents required for ISIN creation for shares at CDSL and NSDL:
*Note: All the aforesaid documents shall be signed & sealed by any or all the persons authorised in the board resolution by the company.