Are Services By SAG RTA Realistic for Indian Professionals

A chartered accountant plays a vital role in managing a company's finances. They handle tasks like preparing financial statements, checking accounts for accuracy, managing taxes, and overseeing overall financial health.

Their work helps ensure that the company follows legal rules and makes the best use of its money. On the other hand, a company secretary focuses on making sure a business runs smoothly from a legal and governance perspective, ensuring that everything is in line with the law and that the company operates within its rules.

They ensure adherence to legal and regulatory requirements, maintain corporate records, and facilitate board meetings. The most important thing to keep in mind is that both the Chartered Accountant and Company Secretary manage share transfers and keep accurate records of the shareholdings. SAG Registrar Share Transfer Agent (RTA) is a service provider that offers valuable services to company secretaries.

SAG RTA (Registrar and Transfer Agent) offers a comprehensive suite of features that significantly streamline the process of managing share transfers. A notable functionality provided by the dashboard, which presents a concise and consolidated view of pertinent information. The dashboard serves as a prominent feature and facilitates efficient monitoring of share transfers, shareholding particulars, and other important information for company secretaries.

The panel provided by SAGRTA is highly customizable, which means it can be tailored to meet the unique needs of different organizations. This important feature helps company secretaries quickly find the information they need, making their jobs easier and more efficient. Additionally, the system includes a feature for organizing and managing files, ensuring that all documents related to share transfers are well-arranged and easy to access.

To fortify data security, integrates an OTP (One-Time Password) feature, providing an additional layer of protection and ensuring that only authorized personnel can access sensitive information. Additionally, the shareholding details feature enables professionals to view real-time updates on the current shareholding status of each shareholder.

In essence, the diverse range of features provided by RTA as a Registrar and Transfer Agent significantly simplifies the complex task of managing share transfers and maintaining accurate shareholding records. By streamlining these processes, company secretaries can devote their attention to other critical responsibilities, such as ensuring regulatory compliance and fostering the growth of their organizations.

In today's landscape, mutual fund houses, publicly traded companies, and other financial institutions bear the responsibility of accurately recording and processing numerous investor transactions, including share unit purchases, sales, and switches. To ensure consistent client service, these financial institutions must maintain accurate records of all investor transactions.

A Registrar and Share Transfer Agent, an entity authorized by SEBI (Securities and Exchange Board of India), plays a pivotal role in managing comprehensive records of investor transactions at mutual fund houses and other financial institutions, ensuring utmost satisfaction. Several reputable RTAs in the country are popular for delivering this essential service, including (Registrar & Transfer Agent Services). Learn in-depth about SAG-RTA.

It is the promoted company which would be furnishing the leading tax solutions for 20 years. In this journey, India's well-known software company, SAG Infotech's New RTA Services have achieved various awards for giving extra facilities to clients.

SAG RTA would be operating in an effective way in order to furnish the best solution to its investor also it furnishes the services of Registrar & Transfer Agent-related needs, inquiries, and services as of its greater experience as a Registrar and Share Agent, RTA customer support team, and world-class infrastructure.

Under RTA services the company furnishes all sorts of registrar & transfer agent services, such as investors, issuers/companies, and others.

Below Is the List of RTA Services Furnished Via SAG RTA to the Investors as Well as to the Issuers

Record Keeping to the Complete Investor

The RTA is proficient in managing all kinds of investor transactions. In these, buying, selling, or switching share units in favour of publicly listed companies, among other things. Working with professionals, SAG RTA accurately keeps all investor records.

Security Dematerialization through CDSL/NSDL Depository Services

Through NSDL and CDSL, two national depositories, It offers several facilities that enable users to quickly transfer their physical share certificates or assets into Demat form.

Dividend/Interest Payout

Under the norms of SEBI, SAGRTA also processes the dividend distribution and interest payments obtained through ECS mandate to investor bank accounts. The issuer/companies are only allowed to furnish the dividends and interest to investors through the electronic clearing service (ECS), according to the SEBI guidelines.

Revalidation of Dividend

By processing the application and sending it to the appropriate issuer firm, It also helps shareholders of the issuing company revalidate their dividends.

For the investor's Share Transfer Certificate

SAG RTA is renowned as a one-stop Registrar & Share Transfer Agent Service provider since we let shareholders/investors transfer share certificates in physical form as well.

Duplicate Share Certificate Issuance for the Shareholders

The shareholders would indeed get assistance from the SAG-RTA to obtain the duplicate share certificate via the registered office of the company or our registrars. The shareholders must be needed to collect the documents such as a copy of the FIR filed, an affidavit, and additional documents in order to get the alternative share certificate.

Share Capital Audit Report for Form-PAS-6 Reconciliation

As per the need of the unlisted public companies in India, a full PAS-6 reconciliation service (reconciliation of share capital audit report on a half-yearly basis) would get provided by the company to the clients.

Claim Settlement of the Investor Education Protection Fund

Investors are also provided services to help them obtain IEPF reimbursements that they did not get for unclear reasons. Form No. IEPF-5 is also available on the official RTA portal for the identical part.

Investor Name, Signature, and Address Change

SAG RTA furnishes distinct forms for investors requesting a transfer, transposition, name deletion, or name change. From the website of download the RTA forms. Indeed on the portal, you are able to download an affidavit which would be available in the specified format to revise the name and address of the investors.

Corporate Actions Processing Services

SAG Infotech Private Limited(SAG-RTA) is a trusted company that helps businesses handle important financial activities. We make it easier for companies to manage tasks like paying dividends to shareholders, issuing bonus shares, splitting stocks, handling rights issues, and managing mergers. Our skilled team works hard to ensure everything runs smoothly, keeps accurate records, & communicates effectively with relevant organizations, all while following the necessary rules and regulations.

Note:- All securities given by UNLISTED PUBLIC COMPANIES as of October 2, 2018, should get dematerialized beneath the notification issued by the Ministry of Corporate Affairs on September 10th. As a consequence, every publicly traded company, listed or unlisted, will charge an RTA to achieve that.