Key Facts

  • We have been managing the Provident Fund for various companies across diverse sectors since last two decades.
  • Presently managing over 50,000 member accounts and accumulated corpus of Rs 1700 Crores.
  • We offer End to End Outsourcing Solution for Management of Gratuity, Superannuation, Pension and Provident Funds. Also provide services to un-exempted establishments for compliances under EPF Act, 1952

Benefits to Employees

  • 24*7 access to PF account.
  • Web Log in to View their PF Balance, Status of Loan Processing or other activities, Regular mobile update on their PF Balances.
  • Online application facility for loans/withdrawals.
  • Dedicated Help-desk for Non-routine queries.
  • Mobile App for smartphone users.

Services Offered

Employee Data Management

  • Maintenance of individual employee master data & nominations
  •  Processing of advances against PF
  •  Recovery management of loans
  •  Processing of claims
  •  Speedy Withdrawal / transfer of PF
  •  Facilitating UAN generation/Linking

Accounting Services

  • Maintenance of books of accounts
  •  Preparation of financial statements
  •  Attending audit of the Trust
  •  Filing of Income tax return of the Trust

Secreterial & Other Services

  • Conducting Trustee meetings
  •  Preparation of agenda and other papers for Trustee meetings
  •  Maintenance of Trustee meeting minutes
  •  Attending PF inspection/Compliance Audit
  •  Filling of periodical returns to RPFC & Replies to PF authorities
  •  Latest updates on Act amendments
  • Conducting awareness session for Employees

Investment Advisory

  • Preparation of annual investment plan
  •  Advising on the investment selection
  •  Monitoring the Investment
  • Negotiating the investment deals with brokers/third party
  • Monitoring of Interest and redemptions
  •  Investment Portfolio valuation/analysis

Pension Services

  • Maintaining the employee data
  • Filling periodical returns
  • Pension claim documentation
  • Filling pension claims with RPFC
  • Follow up for pending cases
  •  IW Returns and COC
  •  Managing OTCP portal on behalf of The Employer