A Close Look of RTA Services by SAG RTA

A Close Look of Registrar and Transfer Agent Services by SAG RTA If you want to know information about the financial service provider, you can visit the SAG RTA website where you can find all the details as per your requirements.

Registrar and transfer agents work with the intention of providing full-fledged security and convenience to all the type of companies, mutual fund investors as well as fund houses. The intermediary is involved in maintaining the detailed transaction records of the investors in favor of them.

Diverse Data such as investor’s transactions (buying, selling or exchanging of securities), Corporate Actions (such as Right Issue, Bonus Issue, Preferential Allotment, IPO/FPO, etc.) or any other data related to corporate activities are required kept and managed by the RTAs. Registrar & Share Transfer Agent are experts you can rely on in respect to maintaining such data with complete professionalism.

Qualifying Parameters for an Authorized RTA Services provider: 1.

The entity must obtain a certificate from SEBI allowing to operate as an authorized RTA agent.

2.

The entity must get itself enlisted on any or both of the two major depositories- NSDL and CDSL.

About SAG Infotech Private limited (Centre of SAG RTA) SAG RTA is formed by SAG Infotech Private Limited. Since decades, SAG Infotech is a well-known name among the leading tax software providers in India. Now, the company in its new role, SAG RTA Registrar and Transfer Agent Services Provider is a SEBI authorized entity, who provide RTA services to countrywide clients. It is also enrolled in the RTA list of Central Depository Services Ltd (CDSL) & National Securities Depository Limited (NSDL).

Know about SAG RTA SAG Infotech is Rajasthan’s 1st RTA Service provider authorized by the Securities and Exchange Board of India (SEBI). The RTA department of the company is capable of meeting multiple requirements of the investors including dematerialization of securities via CDSL/NSDL depositories, dividend payout through ECS transfer. Being a share transfer agent, the company transfers shares on investor’s demand and at the same time manages to store the huge database of investor transactions.

SAG RTA looks out to activities related to corporate actions and does the reporting on behalf of the clients while furnishing the reports to the concerned authorities every time it is required.

RTA segment under the company conducts Transmission, Transposition, Change of Name, Name Deletion, Change of Client Signature and Change in the address of investor, under the authorization to its RTA services.

Apart from extending excellent RTA services, SAG Infotech aces in providing professional tax solutions via its variety of software for Chartered Accountants, Company Secretaries, and individual business firms. The company has its roots in the tax industry for the last two decades, serving the sector with its latest software solutions.

SAG RTA is operating with the motive of providing best RTA Services with the help of its professionally trained staff (which includes professionals like Chartered Accountants, Company Secretaries), who work hard to simplify RTA services for the clients. Though we have just entered the arena.

List of services provided by SAG RTA SAG RTA services are open for Listed Companies, Public Companies, investment companies, and mutual fund houses who are looking for cost-effective measures and large investor database. SAG RTA serves as a single-window solution to all the investors on behalf of the corporate entities.

Here is the list of services & facilities you can get from SAG RTA: ● ● ● ● ●

Dematerialization of investor’s security unit Via Depository (Both NSDL And CDSL) Payout of Dividend / Interest Having ECS Transfers Excellent Assistance to mutual fund houses in keeping huge investor database and Transfer of Securities.

Revalidation of the Dividend Managing queries through Calls, Mails or any other online method.

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Reporting investor’s records to concerned authorities.

Giving assistance to the beneficial owners via Reporting, Mailing and Meeting Services.

Facilitating with the benefit of Share Transfer Certificate Duplicate Share Certificate settlement of IEPF Claim Change/Deletion of name, Transmission and Transposition.

Any alterations in client details

Appointment Scheme for Professionals (CA/CS or others) and Clients

by SAG RTA ● ● ●

SAG RTA Registrar and Share Transfer Agent provide separate login dashboards for CA, CS or other professionals and Companies.

It is now possible for CA, CS or other professionals to track the record of multiple clients in a single login.

SAG RTA gives the facility of Fee Calculation to calculate the aggregate amount payable to depositories and Registrar and Transfer Agent (RTA).

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All the details of the previously filed corporate actions and the documents related to them are stored on the server and can be accessed any time by the issuer.

List of all the activities performed by Professionals and Issuer is visible in Login.

Users can always stay connected to the depositories (CDSL/NSDL) via SAG RTA. Expert service extended via e-mails, messages or calls

SAG RTA Opportunities SAG RTA is ahead to its counterparts as it delivers the best of Registrar & Transfer Agent services to the clients. Here is the catalogue of Corporate Actions we have in the basket for our clients for which we play an integral part:

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Providing the company’s connectivity with depository Helps in a change of RTA Provides the facility of IPO/FPO Offer for Sale Bonus Issue offers by the companies Rights Issue facilities for shareholders.

Providing facilities of ESOP/ESOS/ASOP Preferential Allotment – investors can get allotments of securities on a preferential basis.

Scheme of Arrangement / Amalgamation / Demerger / Reduction in Share Capital Sub-Division/Consolidation of shares as per the requirements

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Allotment / Conversion of FCCBs / GDRs Conversion of Debts / Warrants / Convertible Notes / Preference Shares Allotment Money Payment (call on shares) / Non Pari Pasu to Pari Pasu Shares (all common shares are equal) Allotment / Redemption of Commercial Papers Allotment / Redemption of Debentures / Bonds / Preference Shares Allotment / Bonus issue / Sub-division of Mutual Fund Units Extinguishment of Equity Shares is possible.

Forfeiture of Equity Shares Allotment / Redemption of Certificate of Deposit

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Shifting shares to IEPF Account Transfer of Lock-in Shares Allotment of Mutual Fund Scheme (NFO Allotment) Additional / Preferential Allotment of Equity Shares (Unlisted Companies) Forfeited Equity Shares can be re-issued.

Allotment / Redemption of PTC Debit / Credit Corporate Action / Rectification of Error Allotment of Abeyance Shares

Why SAG RTA service is an asset for CA & CS professionals?

Industry-leading in RTA services From dematerialization of shares to securely transferring the shares as per SEBI’s curriculum SAG RTA (Registrar and Transfer Agent) delivers the best of the services to the clients or CA and CS professionals connected with it. One can rely upon the services in terms of duly maintaining and executing the investor records.

Complete RTA Forms Available to Download From registrations to any other compliance, SAG RTA is a one-stop platform where you can find all the application forms listed for download. The forms strictly adhere to the format of compliance required by the authorities.

Login Dashboard Facility Available for Both (Professional & Client) SAG RTA provides the facility of the dashboard for every user. The dashboard is easily accessible and has a lot of management features for the clients as well as for the professionals.

NSDL/CDSL Depository Connectivity The client gets connected in a click with major depositories (CSDL, NDSL) via SAG RTA portal. Clients can legally manage their share related activities or any other compliance with the authenticated depositories.

Cost-Effective Prices SAG RTA is known to deliver the best of the RTA services on reasonable rates for professionals as well as clients. The company holds very less margin of profit hence making it an affordable choice of able RTA services for you.

Professional & Experienced Team Support We are always at service for our clients. The assistance is available via helplines and emails. At the same time, the backend is dedicated to check and validate the documents requested for approval by the clients. The company is also concerned with the confidentiality of the information provided by the clients.

Regular Updates on Compliance & Information RTA sector of the company is conscious of all the rules and regulations designed by the government. The data is regularly updated to avoid any chance of mismatch or default and the client is periodically familiarized with his/her registered data.

SAG RTA in Media Publications: SAG RTA is gathering media attention since the day SEBI qualified the company to be Rajasthan’s 1st RTA service provider. Indeed, SAG RTA occupies a special editor column in several renowned newspapers such as Business Remedies, Daily News, Nafa Nuksaan, Dainik Navjyoti, Punjab Kesari, Rajasthan Patrika, etc.

Cost-Effective RTA services of SAG RTA for CA and CS Through SAG RTA you can avail the best services in the country in the most cost-effective way. SAG RTA provides connectivity with both the depositaries (CDSL and NSDL), and assistance regarding corporate actions. The company is inclined towards digitization and is consistently giving its best in enabling a user-focused platform for dematerialization of shares and other activities as well. SAG RTA’s digital platform reduces time in ISIN creation, tracking the status and downloading the relevant documents by the companies. It serves as a single-window solution for RTA services which can be accessed after login to the website.

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