Hire SAG RTA; SEBI Authorized Rajasthan’s 1st RTA Agent Service Provider
In the field of finance and investment, Registrar and Transfer Agent have a great value in the mutual fund and investment companies. In Fact, they are the key entity of such organizations for performing the crucial task of recording or managing client’s or investors’ transactional data in bulk daily.
Fundamentally, An R&T Agent is an authorized trust or organization which remains responsible for professionally managing investors’ transactions on behalf of mutual fund and investment companies. While the investors, distributors and mutual fund companies are the key-entities get benefited with the provided services from an R & T Agent.
Any organization wishes for supplying these services as an authorized RTA Services provider requires approval or certification from the Securities and Exchange Board of India, mainly recognized as SEBI.
SEBI is responsible for the governance of two major depositories-NSDL and CDSL along with the authorized RTA Agents. The RTA Agents works following prescribed guidelines from the Securities and Exchange Board of India (Registrars to an Issue and share transfer agent) Regulations,1993.
It is to be noted that if any entity wishes for operating as an authorized RTA services provider, it must follow mentioned below criteria.
The entity should be registered under any of the two major depositories-NSDL and CDSL in India.
The entity should be certified from SEBI to work as an authorized RTA Agent.
SAG RTA Registrar & Share Transfer Agent
SAG RTA is an authorized RTA Agent certified from SEBI. This RTA service provider is registered with both the major depositories in India- the NDSL and the CDSL. Also, it proudly enjoys the tag of Rajasthan’s Ist SEBI authorized Registrar & Transfer Agent company. Since it started its operations in the finance and investment sector, it’s continued to provide high-quality and affordable RTA services to investment clients and firms across the country.
SAG Infotech Private Limited (Parent company)
SAG RTA is a subsidiary arm of SAG Infotech Private Limited, a company which is serving its clientele throughout the country with its best-developed tax solutions for more than two decades. The company is officially registered as an authorized registrar & transfer agent services provider in the list of Central Depository Services Ltd (CSDL).
Who can Hire SAG RTA?
The investment companies and mutual fund houses operating with an aim to save costs and reaching to a large number of investors can opt for SAG RTA for its countrywide RTA services. In the finance and investment sector in Rajasthan, SAG RTA Registrar and Share Transfer Agent is a single-window solution for all the investors as it serves with all the requirements for which the partner mutual fund houses and other investment firms remain responsible for.
List of major RTA services provided by SAG infotech
Security Dematerialization through NSDL and CDSL Depositories: SAG RTA avails investors with the facility of security dematerialization which enables them for converting their physical shareholding into electronic format and keep holding in Demat account.
Payout of Dividend/Interest and ECS Transfers: SAG RTA offers investors’ with the facility of direct credit of dividend/ Interest credit in their accounts with the use of Electronic Clearing Service (ECS) transfer facility.
Transfer of Securities and Investor Record-Keeping: With SAG RTA Registrar and Transfer Agent Services, the investors’ get free from the crucial task of managing (record and maintain) various transactions like buying, selling, processing of emails, etc, which are required to be performed accurately on a daily basis.
Revalidation of Dividend: With the provided facility of dividend revalidation from SAG RTA, the investors can easily encash their warrants post completion of the validity period.
Inquiry Handling via Phone, Mail & Online: SAG RTA offers investors with the facility of 24x7 guidance through helpline via any mode of communication likewise, mobile, chat assistance, and mailing facility.
Investor Regulatory Reporting: The task of regulatory reporting for the investors on their behalf is performed by the SAG RTA with the management of data accurately.
Reporting, Mailing and Meeting Services for Investors: The duty of informing investors about the complete procedures like reporting of transfer and dematerialization, mailing services with complete details, etc.
Share Transfer Certificate: SAG RTA is a platform which avails investors with the Share transfer form (SH-4) for free download.
Duplicate Share Certificate: The facility of issuing duplicate share certificate is also provided to the investors.
IEPF Claim settlement: Form No. IEPF-5 which is filled to claim unpaid amounts and shares out of Investor Education and Protection Fund from authority is also the part of offered forms for IEPF claim settlement.
Change of Name/Name Deletion/ Transposition/ Transmission: There are a number of forms for particular tasks such as transmission/transposition/ name deletion/change of name is also on offer for the investors.
Signature and Address Change: if the investor wishes for altering both signature and address, the affidavit format to do so is also available on the SAG RTA platform.
Free Download Availability of RTA Forms on the SAG RTA Platform
The platform avails investors with the availability of an array of RTA forms for free download on SAG RTA. They can file these forms for performing transmission/ transposition/name deletion/ change of name. Besides this, they can apply for signature and address change by filing an affidavit available in the prescribed format. The investors can easily download these forms and affidavits from the official Registrar & Transfer Agent portal of SAG Infotech.
List of Important RTA Forms or Letter Available on SAG RTA
About SAG RTA from Registration to Media Publication:
SAG RTA is a well-known Registrar & Share Transfer Agent company since it is the first SEBI-authorized RTA service provider in Rajasthan. It is a subsidiary arm of SAG Infotech and avails mutual fund houses and investment clients from its services. The SAG RTA gets popularity from the newspaper coverage across the country wherein defining its services and introduction (February 2019) as a mutual fund house service provider.
Characteristics of SAG RTA
