Skip to content
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.
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
