Revolution of Mutual Fund Industry by RTAs

It is the technology which takes a normal growth rate of business to an accelerated progress dexterity. Whether it is a normal course of operation of an organisation or serving the clients with customer care facilities, technical advancement is necessary to make a win-win. In today’s digital era, if you are not upgraded with technologies and latest...

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RTA - An End to End Solution For MF Investors & Companies

A mutual fund transaction involves a trail of activities that include digital and manual as well. Several transactions such as buying, selling and switching the shares are carried out by investors regularly and these transactions must be properly recorded & updated by the mutual fund companies to grease the wheels for future activities. Sometimes...

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Why Registrar and Transfer Agent Boon For MF Houses & Investors?

If you are one from the world of share investment and trading, you must have heard the word - Registrar And Transfer Agent more often. And there could be a possibility that you might have just heard about it but do not know its meaning and role. This article is all about Registrar & Transfer Agents and their role. Let us start with...

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All About Rajasthan’s 1st RTA Services Provider: SAG RTA

SAG Infotech proposed SAG RTA, is one of Rajasthan’s and SEBI category 1st leading Registrar & Transfer Agent Services, which is dedicatedly indulged to serve its potential clients. RTAs are the SEBI authorized services which are devoted to cater to clients associated with Mutual Funds. In its clientele, Registrar and Transfer Agent include...

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Documents Required for Acquiring Duplicate Share Certificate

FIR from nearby police station - One must report the case of lost share certificate to the nearby police station and get the copy of FIR (citing the Folio No, Share Certificate(s), Unit Name, Distinctive No(s) and no. of lost shares) in original or attested by notary/gazette officer. FIR must be duly stamped by the concerned police station proving...

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Role of Registrar and Transfer Agents in Rematerializing Securities

Depositories enable individuals to convert their physical share certificates into electronic account balances and vise-versa. Remat is that facility allotted to the investor through which he/she can easily convert his/her electronic security holdings with depositories into physical share certificates. To be noted: Securities requested for rematerialization...

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Detailed Procedure for Grant or Renewal of RTA Certificate by SEBI

Registrar and Share Transfer Agent (RTA) is an organization that is designated to operate as an intermediary between investors and mutual fund houses. Registrar & Share Transfer Agent regulates all financial and non-financial processes like maintaining investor’s transaction records, processing those records for further reporting to the authorities,...

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What are the Documents Required for Change of Registrar and Transfer Agent (RTA)?

A long list of certificates needs to furnished by companies or mutual fund houses to Central Depository Services Private Limited (CDSL) for their request against the change of Registrar and Share Transfer Agent. Once such documents are received by CDSL, it verifies and authenticates the same to proceed with the change request. After completion...

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