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SAG RTA Services

Highly Dedicated RTA Services Providing Company in India

SAG RTA has extended the traditional securities via innovation; this is due to the response from the customer's needs. We furnish the most relevant compliance by understanding the situation and target. It implies that we used to provide the most proficient solution to fulfil the customer's requirement. As per the standard of the industry, the Company has provided importance to RTA Services' innovation.

As an RTA organization, we own a set-up with a professional infrastructure for all the associated works i.e. Registrar & Transfer Agent Services has been provided by our company. It has an extensive range of facilities for our clients that make the most relevant work with effective value. Registrar Transfer Agency Services and RTA businesses are enthusiastic about handling the critical administration concerning the securities upon the grounds of the issuers.

The long list of facilities includes ISIN Generation — generation of a unique code that is used to identify specific securities, along with dematerialization of securities through CDSL/NSDL depositories, and various other basic to advanced level Corporate actions. SAG RTA is one of the most reliable Registrar and Share Transfer Agents in the country serving clients of different sectors. Also, it is ready to help you with top-notch services and a team of responsible members.

RTA Services for Unlisted Companies and Professionals

SAG RTA delivers the most relevant assistance by concentrating on knowing about the needs of the client. The same implies that we attempt to provide the complete solution to fulfil the client's requirement. Our company is engaged in providing various services related to Registrar transfer for that we have professional teams for furnishing such compliance.

Security Dematerialization Via Depository (Both NSDL And CDSL)

The dematerialization of the securities is the process through which the investor can convert their physical certificates into electronic format, and hold them in the demat account with the depository. The investor is the beneficial owner of the securities held in the demat form.

Payout of Dividend / Interest Having ECS Transfers

Electronic Clearing Service (ECS) is a mode for payment of dividend/ interest directly in the bank account of the investors to avoid a) Loss in transit, b) Fraudulent encashment by third parties, c) Postal delay. The Securities & Exchange Board of India (SEBI) has made it mandatory for companies to distribute dividend through ECS facility only.

Expertise in Investor Record Keeping and Securities Transfer

Transactions like buying, selling, processing of mails and related information, changes in personal data, etc. occur frequently and have to be recorded. All the relevant records will be maintained with professional expertise to save cost and time.

Revalidation of Dividend

Dividend revalidation is done when the shareholder has not encashed the dividend warrants within the validity period under the RTA Services. However, the shareholder can revalidate the dividend by requesting the Company's R&TA by sending the dividend revalidation request along with the dividend warrants.

Inquiry Handling Via Phone, Mail & Online

The investors will be guided through a helpline and via all the communication methods i.e. online, by phone, fax and mail and will be responded to ASAP.

Investor Regulatory Reporting

Regulatory reporting on behalf of the investor will be taken care of with complete data management.

Reporting, Mailing and Meeting Services for Investors

Assisting the investor with complete RTA Services with procedure for reporting of transfer and dematerialization, mailing services with complete details and meetings for personal interaction over the investor benefits.

Share Transfer Certificate

Share certificates can be transferred in physical form within the RTA-based Services. Share transfer form (SH-4) and transfer deed have to be sent along with the share certificate to the registered office of the Company or our Registrars. Form SH-4 is available in the downloads section. Once the company approves and registers the transfer, the transferee’s name is included in the register of members.

Duplicate Share Certificate

To obtain a duplicate share certificate in case the original one has been lost, destroyed or misplaced, an affidavit, copy of FIR filed, surety form and other supporting documents have to be filed.

Reconciliation of Share Capital Audit Report (For Form-PAS-6)

We offer PAS-6 (Reconciliation of Share Capital Audit Report on a half-yearly basis) Solution is mandatory to be availed by the unlisted public companies in India and we provide it with compliance

IEPF Claim settlement

Any person, whose unclaimed or unpaid amount has been transferred by the company to IEPF may claim their refunds to the IEPF authority. Form No. IEPF-5 (Application to the authority for claiming unpaid amounts and shares out of Investor Education and Protection Fund) is provided by the department and can be downloaded from our “Forms Download” section.

Change of Name/Name Deletion/Transposition/Transmission

Transmission means the transfer of title by operation of law as per the RTA-related Services. It may be by succession or by testamentary transfer. Separate request letters/forms are available for transmission/transposition/name deletion/change of name which can be downloaded from our ‘Forms Download’ section.

Signature and Address Change

For updating the signature of the investor, an affidavit in the prescribed format has to be submitted along with the banker's verification for the specimen’s signature. Both formats are available in the “Forms Download” section.

SAG RTA Login-dashboard Panel Services for Companies

SAG RTA login dashboard provides registered companies with instant access to beneficial ownership records, invoice management, ISIN letter generation, and shareholding details. It simplifies financial oversight, compliance, and document management, ensuring streamlined operations and informed decision-making.

SAG RTA Multiple Companies Panel Login Services for Professionals

The login dashboard offers distinct access privileges for professionals, including Chartered Accountants (CAs), Company Secretaries (CS), and other experts, who are associated with various client companies. This robust system ensures a tailored and efficient experience for each user category. Professionals can seamlessly manage the records of multiple clients through a single login, streamlining their workflow. Additionally, the dashboard intelligently displays information and features that are specific to the respective company the professional is affiliated with, enhancing productivity and reducing complexity in their daily tasks.

Necessary FAQs About SAG RTA Services

Financial intermediaries known as RTAs (Registrar and Transfer Agents) assist professionals and unlisted companies in managing their shares and securities. Share registry maintenance, share transfers, dividend distribution, security issuance and allocation, and regulatory compliance are all examples of SAGRTA Services.

Registrar and Transfer Agent might benefit professionals and unlisted businesses in a number of ways. SAG RTA helps clients by guaranteeing regulatory compliance, expediting share transfers, enabling dividend distribution, and maintaining accurate ownership and other securities information. Businesses and professionals may save time and effort this way.

It might be difficult for unlisted businesses and individuals to manage their shares properly, ensure regulatory compliance, or facilitate share transactions. By providing effective and secure options for maintaining share registers, ensuring regulatory compliance, and facilitating share transactions, SAG RTA helps resolve these problems.

Depending on the service sought, several types of documentation may be needed for RTA-related services. The memorandum and articles of organisation for the company, a board resolution, a PAN card, and other identification verification documents are among the paperwork that unlisted enterprises and professionals must submit. To ensure the precise papers needed, check with the RTA service provider.

SAG RTA service uses a number of security measures to protect the confidentiality and security of sensitive information of unlisted businesses and professions. Examples of these methods include safe data centres, data encryption during transmission, secure login procedures, and controlled access to information. In addition to adhering to statutory requirements and industry best practices, RTA service providers ensure the security and confidentiality of sensitive data.

Yes, only SAG RTA provides a login dashboard facility for both professionals and clients. Other RTAs do not offer this feature.

Yes, professionals can track the records of multiple clients using a single login. Once logged in, professionals can navigate between different client profiles and access their respective information.

Yes, you can download complete RTA forms from the website.