SAG RTA: Benefits As Preferred Choice of Investors & MF Houses

SAG Infotech is a well-respected company known for providing reliable tax software. For over 20 years, they have been a leader in their field in India, consistently setting high standards for other companies. After establishing their reputation for excellence in tax software, they are now expanding their services to offer a new Registrar and Share Transfer Agent to help the public.

SAG RTA is a project of SAG Infotech and is the first company in India to be recognized by the SEBI as a qualified Registrar and Transfer Agent. SEBI is the organization that oversees mutual fund activities, ensuring that everything runs smoothly and fairly. Before a company can become an RTA, SEBI carefully examines its capabilities to make sure it meets all necessary standards.

 

SAG RTA is excited to announce that we have completed the SEBI investigation, making us the first RTA Agent in India to achieve this milestone.

SAG RTA is committed to meeting the needs of its clients and is focused on offering excellent services to both individuals and businesses that work with them.

Below-mentioned is the reasons why one should opt for SAG RTA services and how they are benefitted

1. Top Class RTA Services - SAG RTA offers a wide range of services to its clients related to their investments. They help with everything from converting physical share certificates into electronic form to keeping track of transactions and managing investor information. The RTA also assists with share transfers, handles questions from investors, and processes dividend payments. Additionally, they guide you through the process of opening a Demat Account, which is necessary for holding shares electronically. Essentially, SAG RTA acts as a helpful link between mutual fund companies and investors, ensuring smooth communication and service.    
2. Availability of Entire RTA Application Forms - SAG RTA offers a variety of application forms that investors, mutual fund companies, public companies, and related organizations need to follow the rules for mutual funds. You can easily download RTA forms from the SAG RTA website. Some important forms that you can download and submit include requests to change your address, name, or signature, as well as a form for transferring securities.     
3. Uniques Dashboard Availability (Individuals and Professionals) - SAG RTA provides all its clients, whether they are investors or professionals, with a special login feature on the website. This means that even professionals like CAs and CSs can easily access their own dashboards online. 
4. Firm Links With National Depositories - SAG RTA has good connections with the two major national depositories, CDSL and NSDL. This is beneficial for mutual fund companies and investors who work with RTA, as it makes it simple for them to submit applications to these large depositories through the RTA Official portal.   
5. Affordable Services - SAG RTA offers a full range of services related to RTA while keeping things affordable for its clients. One of the key benefits of choosing SAG RTA is its competitive pricing, which makes it a favourite among customers looking for reliable services without breaking the bank.     
6. Expert Backend Support - Clients can easily contact us by phone or text message to get information or ask questions about Mutual Funds. SAG RTA has a knowledgeable team dedicated to helping Mutual Fund companies manage their client interactions. In addition to providing support to customers, our team assists the company in verifying and maintaining its Mutual Fund information and presenting it to the necessary authorities when required.    
7. Timely Updates - Lastly, the company makes sure to keep its users informed about what's happening in the Mutual Fund market, including new laws, rules, and any changes to application forms. SAG RTA is recognized for following all the guidelines set by the government regarding Mutual Fund management and smoothly adjusts to any updates in the laws provided by the authorities.