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Employees Benefit Trust Management
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
