Top 7 Reasons Why SAG RTA Must be Your Preferred RTA Services Provider

In today’s fast-paced business environment, publicly-traded companies, mutual fund houses, and other financial institutions must focus on their core business functions to maintain their market position.

Therefore, such financial entities assign the responsibility of managing their back-end tasks like investor record-keeping to third-party trusted institutions or entities.

So, have you ever wondered who manages the day-to-day investor transactions or data at these mutual fund houses, and other financial institutions?

Well, the detailed record of all the investor’s transactions at mutual fund houses and other financial institutions are managed by a SEBI-authorised Registrar and Share Transfer Agent like SAG RTA.

A registrar & transfer agent is a trusted entity or institution that handles the responsibility of maintaining the detailed records of investors' transactions at mutual fund houses and other financial institutions for their convenience. Although, some of the financial entities like banks operate as their own transfer agents and manage all investor's transactions like buying or selling stocks, by themselves.

Karvy, CAMS, and SAG RTA (www.sagrta.com)are some of the most trusted registrar & share transfer agent in India who offers RTA services to investors through multiple branches located in distinct parts of the country.

How Registrar and Transfer Agent help mutual fund houses and investors?

An RTA Agent works as an intermediary between the stock traders and mutual fund houses or other financial institutions engaged in stock trading.

For Investors:

1. A Registrar and Transfer Agent act as a single-window system for investors by assisting them in buying or selling stocks.
2. RTA agent also manages all the meetings, mailing, and reporting activities on behalf of investors.
3. The detailed information about investment schemes of various mutual fund houses is also updated to investors by a registrar and transfer agent.

For Mutual Fund Houses

1. Maintain detailed records of all day-to-day investor transactions or data on behalf of mutual fund houses.
2. Provide cost benefits and save time by offering RTA services at affordable prices.

RTA Examples

SAG RTA is one of the most trusted Registrar and Share Transfer Agent in India. SAG RTA operates as a subsidiary of SAG Infotech Private Limited, a leading tax solution provider in India. In this new role of RTA, SAG Infotech is working wholeheartedly to offer top-quality RTA services to clients located in distinct parts of the country.

In a very short time span, SAG RTA has gained the status of most trusted RTA in Rajasthan by the Securities and Exchange Board of India (SEBI). It also operates as Rajasthan’s 1st RTA Service Provider (www.sagrta.com/rta-services) authorized by SEBI.

SAG RTA also has a world-class infrastructure and is continually working to meet the diverse demands of clients, i.e., mutual fund houses, public limited companies, etc. SAG RTA offers on-spot assistance and customized solutions related to share transfer activities with clients.

Some of the key RTA Services offered by SAG RTA include:

• Dematerialization of Securities through NSDL or CDSL depositories
• Investor record keeping and transfer of securities
• Share certificate transfer
• Regulatory reporting services
• Provide information to investors about new fund offers
• Payout of Dividend/Interest and ECS transfer
• Revalidation of Dividend
• IEPF claim settlement

Why Choose SAG RTA?

Here are the top reasons why you should choose SAG RTA for all your Registrar & Transfer Agent related work:

1. Most Trusted and Top Quality RTA Services

SAG RTA is immensely popular for offering the most trusted and industry-leading Registrar and Share Transfer Agent Services to clients, including mutual fund houses, insurance companies, and other tax professionals (e.g., CA, CS).

Clients availing services from SAG RTA have the facility to transfer their physical share certificates into electronic format and transfer those shares into the demat account opened with a depository participant (DP). One must know that dematerialization of securities is vital for stock traders in the Indian market to stay compliant with the SEBI norms.

Therefore, SAG RTA holds in-depth expertise in maintaining, and updating investors' share transfer records and also simplifies the share transfer process. The day-to-day investor transactions like buying or selling of shares, mail processing, investor signature, and address change, etc. are also easily managed by SAG RTA on behalf of investors.

2. Multiple RTA Form Download Facility

For the convenience of investors or stock traders, SAG RTA provides all the necessary RTA forms (www.sagrta.com/rta-form) related to registration and other compliance measures at one place on its official registrar & share transfer agent portal.

All the registered entities, including mutual fund houses, public limited companies, and other relevant entities can easily download the RTA forms from the official website of SAG RTA as per the format, i.e., pdf, doc, etc. prescribed by the government.

Some of the popular forms related to change in address, name & signature, securities transfer, indemnity agreement, etc. can be downloaded easily from the official SAG RTA portal.

3. Login Dashboard Facility

An extensive feature-rich login dashboard facility is also available for the mutual fund houses and other tax professionals on the SAG RTA portal. Through the dashboard, the clients of SAG RTA can access complete information related to RTA services that are offered to them.

4. NSDL/CDSL Depository Connectivity

SAG RTA has also maintained full-fledged connectivity with the two national depositories of India, i.e. Central Depository Services (CDSL) and National Securities Depository Limited (NSDL) to ease out the security dematerialization process for investors.

One must also know that SAG RTA is also listed as an official R & T agent with both NSDL and CDSL depositories in India who provide the registrar and transfer agent services to its clients.

5. Competitive Pricing

All the Share Transfer Agent Services offered by SAG RTA is available at the most affordable and competitive prices. Taking customer satisfaction as its utmost priority, the company is extremely proud of its working philosophy of minimum-margin based criteria.

This also makes SAG RTA the most affordable RTA service provider with economical service packages for clients.

6. Top-Quality Customer Support

Apart from offering top-quality, trusted RTA services to country-wide clients, SAG RTA is also committed to offering on-the-spot technical assistance to its clients over telephone and email. SAG RTA has a dedicated customer support team that offers expert technical assistance 24X7 on all matters related to Registrar & Transfer Agent Services.

The customer support team also regulatory checks and verify the client documents and provide them back to clients whenever needed as per their convenience.

7. Regulatory Compliance

The RTA services offered by SAG RTA are also compliant with the latest rules and regulations issued by the government of India related to RTA Agent services. SAG RTA regulatory checks and monitor changes in RTA rules or regulations to avoid any inconsistency and regulatory communicate with clients to update them about such changes.