Key Facts
- We manage Provident Funds for various entities across diverse sectors since last two decades.
- Presently, we manage over 50,000 member accounts with an accumulated corpus of Rs 1700 Crores.
- We offer End to End Outsourcing Solution for Management of Gratuity, Superannuation, Pension and Provident Funds.
- We 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 PF Balance, Status of Loan Processing or other activities.
- Regular mobile update on their PF Balances.
- Online application facility for loans/withdrawals.
- Dedicated Helpdesk 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 & Audit Services
- Maintenance of books of accounts.
- Preparation of financial statements.
- Attending audits of the Trust.
- Filing of Income tax returns of the Trust.
Secreterial & Other Services
- Conducting Trustee meetings.
- Preparation of agenda and other papers for Trustee meetings.
- Drafting of Minutes of Trustee Meetings
- Attending PF inspection/Compliance Audit.
- Filling of periodical returns to RPFC & Replies to PF authorities.
- Latest updates on Act amendments.
- Drafting Deed of Variation and Updating Trust Rules.
- Conducting awareness session for Employees.
Investments Support Services
- 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 Support 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.
None of the SEBI investor protection mechanisms shall be available for any grievances or disputes arising out of or pertaining to the activities which are not regulated by SEBI.